16 institutions reported holding $25.7M of EA SERIES TRUST (FMTM) in SEC 13F filings for 2026-03-31. Largest institutional holders: San Luis Wealth Advisors LLC ($9.3M), Arrowroot Family Office, LLC ($5.1M), Mutual Advisors, LLC ($3.5M), Dakota Wealth Management ($3.4M), Avestar Capital, LLC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | San Luis Wealth Advisors LLC | $9.3M | 266,467 | Added |
| 2 | Arrowroot Family Office, LLC | $5.1M | 146,482 | Added |
| 3 | Mutual Advisors, LLC | $3.5M | 100,397 | Trimmed |
| 4 | Dakota Wealth Management | $3.4M | 97,562 | Added |
| 5 | Avestar Capital, LLC | $1.5M | 44,529 | New |
| 6 | Andina Capital Management, LLC | $1.4M | 40,907 | Trimmed |
| 7 | MONEY CONCEPTS CAPITAL CORP | $681,894 | 19,615 | Added |
| 8 | Goldenstone Wealth Management LLC | $390,190 | 11,224 | Added |
| 9 | Royal Bank of Canada | $138,000 | 3,972 | Trimmed |
| 10 | JPMORGAN CHASE & CO | $134,546 | 4,056 | New |
| 11 | Farther Finance Advisors, LLC | $88,454 | 2,500 | New |
| 12 | US BANCORP \DE\ | $57,604 | 1,657 | New |
| 13 | WFA of San Diego, LLC | $10,429 | 300 | New |
| 14 | CoreCap Advisors, LLC | $4,971 | 143 | Added |
| 15 | IFP Advisors, Inc | $1,252 | 36 | Hold |
| 16 | Ritter Daniher Financial Advisory LLC / DE | $174 | 5 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31