20 institutions reported holding $60.8M of EA SERIES TRUST (FDIV) in SEC 13F filings for 2026-03-31. Largest institutional holders: San Luis Wealth Advisors LLC ($37.1M), Arrowroot Family Office, LLC ($7.1M), Empire Financial Management Company, LLC ($6.1M), NorthRock Partners, LLC ($2.7M), Andina Capital Management, LLC ($2.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | San Luis Wealth Advisors LLC | $37.1M | 1.4M | Added |
| 2 | Arrowroot Family Office, LLC | $7.1M | 267,483 | Trimmed |
| 3 | Empire Financial Management Company, LLC | $6.1M | 226,592 | Added |
| 4 | NorthRock Partners, LLC | $2.7M | 101,840 | Trimmed |
| 5 | Andina Capital Management, LLC | $2.4M | 90,693 | Trimmed |
| 6 | Mutual Advisors, LLC | $2.3M | 85,305 | Added |
| 7 | MONEY CONCEPTS CAPITAL CORP | $1.2M | 46,214 | Added |
| 8 | GOLDMAN SACHS GROUP INC | $960,581 | 35,941 | New |
| 9 | Royal Bank of Canada | $446,000 | 16,683 | Trimmed |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $305,939 | 11,447 | Trimmed |
| 11 | US BANCORP \DE\ | $99,877 | 3,737 | New |
| 12 | Advisory Services Network, LLC | $10,958 | 410 | New |
| 13 | JPMORGAN CHASE & CO | $6,762 | 256 | Added |
| 14 | CoreCap Advisors, LLC | $481 | 18 | Hold |
| 15 | AE Wealth Management LLC | $428 | 16 | Hold |
| 16 | MORGAN STANLEY | $134 | 5 | Hold |
| 17 | IFP Advisors, Inc | $0 | 0 | Exited |
| 18 | Avestar Capital, LLC | $0 | 0 | Exited |
| 19 | UBS Group AG | $0 | 0 | Exited |
| 20 | Ritter Daniher Financial Advisory LLC / DE | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31