3 institutions reported holding $10.5M of EA SERIES TRUST (TAX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Kesler, Norman & Wride, LLC ($7.2M), Financial Enhancement Group LLC ($2.8M), Farther Finance Advisors, LLC ($381,901). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kesler, Norman & Wride, LLC | $7.2M | 228,493 | Trimmed |
| 2 | Financial Enhancement Group LLC | $2.8M | 89,509 | Hold |
| 3 | Farther Finance Advisors, LLC | $381,901 | 12,037 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30