Who Owns EA SERIES TRUST (QVAL)? -- Institutional Holders (2026-03-31)
72 institutions reported holding $290.0M of EA SERIES TRUST (QVAL) in SEC 13F filings for 2026-03-31. Largest institutional holders: Strid Group, LLC ($88.8M), Valley Financial Group, Inc. ($17.1M), BWM Planning, LLC ($15.1M), Empirical Finance, LLC ($14.4M), Ethos Financial Group, LLC ($13.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Strid Group, LLC | $88.8M | 1.7M | Added |
| 2 | Valley Financial Group, Inc. | $17.1M | 328,410 | Added |
| 3 | BWM Planning, LLC | $15.1M | 290,340 | Trimmed |
| 4 | Empirical Finance, LLC | $14.4M | 275,814 | Trimmed |
| 5 | Ethos Financial Group, LLC | $13.6M | 260,869 | Trimmed |
| 6 | CWM, LLC | $11.3M | 217,002 | Trimmed |
| 7 | Stokes Family Office, LLC | $11.0M | 210,680 | Trimmed |
| 8 | Waverly Advisors, LLC | $10.9M | 208,749 | Added |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.7M | 186,509 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $9.5M | 182,293 | Trimmed |
| 11 | One Degree Advisors Inc | $9.4M | 179,417 | Added |
| 12 | Kathmere Capital Management, LLC | $8.0M | 153,444 | Added |
| 13 | Well Done, LLC | $8.0M | 152,531 | Added |
| 14 | Stratos Wealth Advisors, LLC | $6.7M | 128,778 | Added |
| 15 | Royal Bank of Canada | $5.9M | 112,437 | Trimmed |
| 16 | Empowered Funds, LLC | $5.2M | 100,408 | Added |
| 17 | LPL Financial LLC | $4.6M | 88,139 | Added |
| 18 | JPL Wealth Management, LLC | $4.6M | 87,956 | Added |
| 19 | Vestment Financial LLC | $3.6M | 64,824 | Trimmed |
| 20 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $3.5M | 67,627 | Trimmed |
| 21 | Mariner, LLC | $3.0M | 57,995 | New |
| 22 | QUARRY HILL ADVISORS, LLC | $2.9M | 53,176 | Trimmed |
| 23 | OneDigital Investment Advisors LLC | $2.6M | 50,497 | Trimmed |
| 24 | L.K. Benson & Company, P.C. | $2.0M | 37,998 | Added |
| 25 | Equitable Holdings, Inc. | $1.7M | 34,892 | Added |
Source: SEC Form 13F filings · as of 2026-03-31