2 institutions reported holding $110.1M of EA SERIES TRUST (TRIO) in SEC 13F filings for 2026-03-31. Largest institutional holders: Evergreen Wealth Solutions, LLC ($110.1M), UBS Group AG ($7,008). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Evergreen Wealth Solutions, LLC | $110.1M | 1.8M | Added |
| 2 | UBS Group AG | $7,008 | 116 | New |
Source: SEC Form 13F filings · as of 2026-03-31