Who Owns EA SERIES TRUST (FTWO)? -- Institutional Holders (2026-03-31)
34 institutions reported holding $38.2M of EA SERIES TRUST (FTWO) in SEC 13F filings for 2026-03-31. Largest institutional holders: Summit Financial, LLC ($10.9M), Cambridge Investment Research Advisors, Inc. ($7.0M), Ethos Financial Group, LLC ($2.9M), OSAIC HOLDINGS, INC. ($2.8M), JONES FINANCIAL COMPANIES LLLP ($2.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Summit Financial, LLC | $10.9M | 240,449 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $7.0M | 154,459 | Added |
| 3 | Ethos Financial Group, LLC | $2.9M | 63,982 | Added |
| 4 | OSAIC HOLDINGS, INC. | $2.8M | 61,205 | Added |
| 5 | JONES FINANCIAL COMPANIES LLLP | $2.5M | 54,758 | New |
| 6 | Inscription Capital, LLC | $1.7M | 38,284 | Added |
| 7 | JANE STREET GROUP, LLC | $1.7M | 37,825 | New |
| 8 | McIlrath & Eck, LLC | $1.7M | 37,286 | Added |
| 9 | Farther Finance Advisors, LLC | $1.6M | 35,547 | New |
| 10 | StoneX Group Inc. | $944,835 | 20,798 | Added |
| 11 | GTS SECURITIES LLC | $739,101 | 16,269 | Added |
| 12 | SHARPEPOINT LLC | $670,402 | 14,757 | Trimmed |
| 13 | AE Wealth Management LLC | $502,274 | 11,056 | Added |
| 14 | Essex Financial Services, Inc. | $445,578 | 9,808 | Added |
| 15 | Grantvest Financial Group LLC | $441,941 | 9,728 | Added |
| 16 | Betterment LLC | $283,000 | 6,230 | Trimmed |
| 17 | Snowden Capital Advisors LLC | $262,767 | 5,784 | Trimmed |
| 18 | RAYMOND JAMES FINANCIAL INC | $253,000 | 5,569 | New |
| 19 | UPTICK PARTNERS, LLC | $252,544 | 5,559 | New |
| 20 | Trilogy Capital Inc. | $222,425 | 4,896 | Trimmed |
| 21 | HARBOUR INVESTMENTS, INC. | $76,130 | 1,675 | Added |
| 22 | Steward Partners Investment Advisory, LLC | $45,430 | 1,000 | Hold |
| 23 | Brentview Investment Management LLC | $45,430 | 1,000 | Hold |
| 24 | IFG Advisory, LLC | $30,892 | 680 | New |
| 25 | MORGAN STANLEY | $26,895 | 592 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31