9 institutions reported holding $10.1M of EA SERIES TRUST (VMOT) in SEC 13F filings for 2026-03-31. Largest institutional holders: Empirical Finance, LLC ($8.3M), Lifeworks Advisors, LLC ($465,745), Valley Financial Group, Inc. ($419,229), Royal Bank of Canada ($378,000), GWN SECURITIES INC. ($307,116). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Empirical Finance, LLC | $8.3M | 264,140 | New |
| 2 | Lifeworks Advisors, LLC | $465,745 | 14,858 | Trimmed |
| 3 | Valley Financial Group, Inc. | $419,229 | 13,374 | Added |
| 4 | Royal Bank of Canada | $378,000 | 12,074 | Added |
| 5 | GWN SECURITIES INC. | $307,116 | 9,797 | Added |
| 6 | Independent Advisor Alliance | $255,216 | 8,142 | New |
| 7 | UBS Group AG | $2,570 | 82 | New |
| 8 | MORGAN STANLEY | $42 | 1 | Trimmed |
| 9 | AlphaCore Capital LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31