12 institutions reported holding $17.7M of EA SERIES TRUST (FMTM) in SEC 13F filings for 2026-06-30. Largest institutional holders: San Luis Wealth Advisors LLC ($12.5M), Avestar Capital, LLC ($1.9M), Farther Finance Advisors, LLC ($1.1M), MONEY CONCEPTS CAPITAL CORP ($919,495), Belpointe Asset Management LLC ($478,120). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | San Luis Wealth Advisors LLC | $12.5M | 285,414 | Added |
| 2 | Avestar Capital, LLC | $1.9M | 43,318 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $1.1M | 24,561 | Added |
| 4 | MONEY CONCEPTS CAPITAL CORP | $919,495 | 21,070 | Added |
| 5 | Belpointe Asset Management LLC | $478,120 | 10,956 | New |
| 6 | Keeler Thomas Management LLC | $418,420 | 9,588 | New |
| 7 | Foundry Financial LLC | $260,727 | 5,974 | New |
| 8 | Worth Asset Management, LLC | $209,690 | 4,805 | New |
| 9 | Elevated Capital Advisors, LLC | $10,386 | 238 | New |
| 10 | CoreCap Advisors, LLC | $6,241 | 143 | Hold |
| 11 | IFP Advisors, Inc | $1,571 | 36 | Hold |
| 12 | Ritter Daniher Financial Advisory LLC / DE | $219 | 5 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30