AFOS institutional holders
EA SERIES TRUST · 13F, 2026Q2
| Managers holding | 13 |
|---|---|
| Shares held | 6,090,454 |
| Reported value | $284.1m |
| Quarter flows | 3 new, 6 added, 3 trimmed, 1 exited |
Top 13 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| ARS Investment Partners, LLC | 5,625,529 | $262.4m | 11.5% |
| NewEdge Advisors, LLC | 212,255 | $9.9m | 0.0% |
| NEW WAVE WEALTH ADVISORS LLC | 114,546 | $5.3m | 0.7% |
| IFP Advisors, Inc | 26,635 | $1.2m | 0.0% |
| MGO ONE SEVEN LLC | 26,131 | $1.2m | 0.0% |
| GOLDMAN SACHS GROUP INC | 17,179 | $801,339 | 0.0% |
| FORTRESS PRIVATE LEDGER, LLC | 17,120 | $798,586 | 0.2% |
| ShoreHaven Wealth Partners, LLC | 16,454 | $767,535 | 0.2% |
| PRINCIPAL SECURITIES, INC. | 10,146 | $473,274 | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 10,146 | $473,274 | 0.0% |
| Tiller Private Wealth, Inc. | 7,813 | $364,430 | 0.1% |
| GTS SECURITIES LLC | 6,266 | $292,284 | 0.0% |
| MORGAN STANLEY | 234 | $10,915 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("AFOS"). AFOS price history · All 13F data