# EA SERIES TRUST COASTAL COMPASS

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.

## Summary

- Issuer: EA SERIES TRUST
- Class: COASTAL COMPASS
- CUSIP: 02072L169
- 13F holders: 6
- 13F value: $7.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Strategic Wealth Investment Group, LLC](https://search.stillhousedata.com/firm/165474) | LOUISVILLE, KY | $3.8M | 126,408 |
| [Safe Harbor Fiduciary, LLC](https://search.stillhousedata.com/firm/169659) | PENSACOLA, FL | $2.2M | 76,926 |
| Envestnet Portfolio Solutions, Inc. | BERWYN, PA | $813K | 27,333 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $254K | 8,996 |
| UBS Group AG | Zurich, V8 | $6K | 214 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/02072L169.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.