EA Series Trust (CAOS): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow CAOS for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 67

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$90.36

-0.4% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of CAOS (all 13F filers)

Wealthcare Capital Management1.0 MType not verified+20 K
Insight Advisors857 KType not verified−44 K
Empowered Funds597 KType not verified0
Continuum Wealth Advisors460 KWealth adviser−113 K
HighTower Advisors227 KWealth adviser+5,419
Cultivar Capital222 KType not verified+20 K
Wealthcare Advisory Partners208 KType not verified+21 K
JPL Wealth Management142 KWealth adviser+11 K
Hill Island Financial142 KType not verified+7,727
Empirical Finance138 KType not verified−49 K

Filer	Type
Wealthcare Capital Management	Type not verified	1.0 M	+20 K	$94.1M
Insight Advisors	Type not verified	857 K	−44 K	$77.4M
Empowered Funds	Type not verified	597 K	0	$54.0M
Continuum Wealth Advisors	Wealth adviser	460 K	−113 K	$41.6M
HighTower Advisors	Wealth adviser	227 K	+5,419	$20.5M
Cultivar Capital	Type not verified	222 K	+20 K	$20.1M
Wealthcare Advisory Partners	Type not verified	208 K	+21 K	$18.8M
JPL Wealth Management	Wealth adviser	142 K	+11 K	$12.8M
Hill Island Financial	Type not verified	142 K	+7,727	$12.8M
Empirical Finance	Type not verified	138 K	−49 K	$12.5M

Wealthcare Capital Management
Shares
1.0 M
Change
+20 K
See more
Type
Type not verified
Value
$94.1M
Insight Advisors
Shares
857 K
Change
−44 K
See more
Type
Type not verified
Value
$77.4M
Empowered Funds
Shares
597 K
Change
0
See more
Type
Type not verified
Value
$54.0M
Continuum Wealth Advisors
Shares
460 K
Change
−113 K
See more
Type
Wealth adviser
Value
$41.6M
HighTower Advisors
Shares
227 K
Change
+5,419
See more
Type
Wealth adviser
Value
$20.5M
Cultivar Capital
Shares
222 K
Change
+20 K
See more
Type
Type not verified
Value
$20.1M
Wealthcare Advisory Partners
Shares
208 K
Change
+21 K
See more
Type
Type not verified
Value
$18.8M
JPL Wealth Management
Shares
142 K
Change
+11 K
See more
Type
Wealth adviser
Value
$12.8M
Hill Island Financial
Shares
142 K
Change
+7,727
See more
Type
Type not verified
Value
$12.8M
Empirical Finance
Shares
138 K
Change
−49 K
See more
Type
Type not verified
Value
$12.5M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗