BRNY institutional holders
EA SERIES TRUST · 13F, 2026Q2
| Managers holding | 16 |
|---|---|
| Shares held | 9,424,228 |
| Reported value | $563.4m |
| Quarter flows | 6 new, 2 added, 5 trimmed, 3 exited |
Top 16 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| BURNEY CO/ | 7,412,016 | $431.4m | 11.6% |
| Coppell Advisory Solutions LLC | 1,804,114 | $119.9m | 11.6% |
| Triad Wealth Partners, LLC | 65,220 | $3.8m | 0.2% |
| OSAIC HOLDINGS, INC. | 60,801 | $3.5m | 0.0% |
| Canal Capital Management, LLC | 36,520 | $2.1m | 0.3% |
| Schorn Wealth LLC | 13,495 | $785,367 | 0.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,941 | $403,945 | 0.0% |
| ZEGA Investments, LLC | 6,427 | $374,031 | 0.0% |
| Meridian Financial Partners LLC | 5,789 | $339,007 | 0.1% |
| Steigerwald, Gordon & Koch Inc. | 4,150 | $241,517 | 0.0% |
| Impact Partnership Wealth, LLC | 4,105 | $238,898 | 0.0% |
| Larson Financial Group LLC | 1,600 | $93,115 | 0.0% |
| Regatta Research & Money Management | 1,391 | $80,954 | 0.1% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 912 | $53,076 | 0.0% |
| Geneos Wealth Management Inc. | 709 | $41,264 | 0.0% |
| EVOLUTION WEALTH MANAGEMENT INC. | 38 | $2,211 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("BRNY"). BRNY price history · All 13F data