Who Owns EA SERIES TRUST (FMTM)? -- Institutional Holders (2026-06-30)

34 institutions reported holding $61.5M of EA SERIES TRUST (FMTM) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($12.9M), San Luis Wealth Advisors LLC ($12.5M), Arrowroot Family Office, LLC ($6.7M), Royal Bank of Canada ($5.4M), Dakota Wealth Management ($4.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1RAYMOND JAMES FINANCIAL INC$12.9M294,933New
2San Luis Wealth Advisors LLC$12.5M285,414Added
3Arrowroot Family Office, LLC$6.7M152,820Added
4Royal Bank of Canada$5.4M123,520Added
5Dakota Wealth Management$4.5M104,181Added
6Mutual Advisors, LLC$4.5M103,904Added
7SMART Wealth LLC$3.4M78,391New
8Steelhead Wealth Management LLC$2.7M61,420Added
9Avestar Capital, LLC$1.9M43,318Trimmed
10Farther Finance Advisors, LLC$1.1M24,561Added
11MONEY CONCEPTS CAPITAL CORP$919,49521,070Added
12Andina Capital Management, LLC$881,70320,204Trimmed
13BROWN ADVISORY INC$575,43713,186New
14WEST MICHIGAN ADVISORS, LLC$552,13312,652New
15Goldenstone Wealth Management LLC$515,08411,803Added
16Belpointe Asset Management LLC$478,12010,956New
17Keeler Thomas Management LLC$418,4209,588New
18ACTION POINT FINANCIAL PLANNING, LLC$360,4698,260New
19Signet Private Wealth LLC$276,1106,327New
20Foundry Financial LLC$260,7275,974New
21Arax Advisory Partners$223,3505,118New
22Worth Asset Management, LLC$209,6904,805New
23Arkadios Wealth Advisors$203,1444,655New
24OSAIC HOLDINGS, INC.$68,6461,573New
25NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11,172256New

Source: SEC Form 13F filings · as of 2026-06-30