Ea Series Trust (GEQ) institutional ownership

EA SERIES TRUST · 13F, 2026Q2

Managers holding31
Shares held1,895,338
Reported value$97.0m
Quarter flows31 new, 0 added, 0 trimmed, 0 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Cresset Asset Management, LLC293,486$15.0m0.1%
Vise Technologies, Inc.279,893$14.3m0.2%
FRANKLIN RESOURCES INC203,684$10.4m0.0%
Robertson Stephens Wealth Management, LLC180,115$9.2m0.2%
Stokes Family Office, LLC173,163$8.9m1.0%
Berger Financial Group, Inc161,649$8.3m0.4%
FIDUCIENT ADVISORS LLC77,334$4.0m0.6%
SUMMIT WEALTH & RETIREMENT PLANNING, INC.62,800$3.2m0.7%
MAI Capital Management45,287$2.3m0.0%
Forthright Family Wealth Advisory LLC39,973$2.0m1.2%
Well Done, LLC39,079$2.0m0.3%
HighTower Advisors, LLC38,886$2.0m0.0%
Walkner Condon Financial Advisors LLC34,171$1.7m0.2%
Wealthcare Advisory Partners LLC26,964$1.4m0.0%
CITADEL ADVISORS LLC26,698$1.4m0.0%
Goepper Burkhardt LLC23,027$1.2m0.4%
NewEdge Advisors, LLC22,772$1.2m0.0%
Sanctuary Advisors, LLC19,531$998,9330.0%
Pacific Sage Partners, LLC19,443$994,4130.1%
BAKER BOYER NATIONAL BANK18,780$960,5260.3%
A4 Wealth Advisors LLC16,846$861,5970.6%
Sherman Wealth Management LLC15,273$781,1760.6%
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV11,066$566,0020.3%
Savant Capital, LLC10,500$550,5130.0%
WESCAP Management Group, Inc.10,664$545,4570.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("GEQ"). GEQ price history · All 13F data

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