EA SERIES TRUST COASTAL COMPASS is a security (CUSIP 02072L169) tracked across SEC portfolio filings. 6 institutional managers reported $7.0M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Strategic Wealth Investment Group, LLC | LOUISVILLE, KY | $3.8M | 126,408 |
| Safe Harbor Fiduciary, LLC | PENSACOLA, FL | $2.2M | 76,926 |
| Envestnet Portfolio Solutions, Inc. | BERWYN, PA | $813K | 27,333 |
| CITADEL ADVISORS LLC | MIAMI, FL | $254K | 8,996 |
| UBS Group AG | Zurich, V8 | $6K | 214 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |