16 institutions reported holding $87.9M of EA SERIES TRUST (MOOD) in SEC 13F filings for 2026-03-31. Largest institutional holders: Ethos Financial Group, LLC ($49.1M), Arcus Capital Partners, LLC ($29.1M), Almanack Investment Partners, LLC. ($2.3M), Empirical Finance, LLC ($1.5M), Wealthcare Advisory Partners LLC ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | $49.1M | 1.2M | Added |
| 2 | Arcus Capital Partners, LLC | $29.1M | 710,128 | New |
| 3 | Almanack Investment Partners, LLC. | $2.3M | 56,721 | Added |
| 4 | Empirical Finance, LLC | $1.5M | 36,370 | New |
| 5 | Wealthcare Advisory Partners LLC | $1.2M | 30,207 | Added |
| 6 | Insight Wealth Strategies, LLC | $1.1M | 27,467 | New |
| 7 | JANE STREET GROUP, LLC | $1.0M | 25,416 | New |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.0M | 24,961 | Added |
| 9 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $631,907 | 15,410 | New |
| 10 | Empire Financial Management Company, LLC | $418,264 | 10,200 | Hold |
| 11 | AQR CAPITAL MANAGEMENT LLC | $308,367 | 7,520 | New |
| 12 | MORGAN STANLEY | $19,478 | 475 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $18,453 | 450 | New |
| 14 | UBS Group AG | $5,167 | 126 | New |
| 15 | AE Wealth Management LLC | $0 | 0 | Exited |
| 16 | GTS SECURITIES LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31