SHOC institutional holders

EA SERIES TRUST · 13F, 2026Q2

Managers holding51
Shares held339,092
Reported value$41.3m
Quarter flows14 new, 13 added, 17 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Cambridge Investment Research Advisors, Inc.74,374$9.1m0.0%
LPL Financial LLC41,655$5.1m0.0%
Demars Financial Group, LLC22,977$2.8m0.8%
GWN SECURITIES INC.14,496$1.8m0.3%
Dynamic Advisor Solutions LLC14,256$1.7m0.0%
HighTower Advisors, LLC13,703$1.7m0.0%
Brookstone Capital Management13,538$1.7m0.0%
GTS SECURITIES LLC11,465$1.4m0.0%
UPTICK PARTNERS, LLC10,584$1.3m0.2%
BIRCH FINANCIAL GROUP, LLC9,502$1.2m0.6%
Cetera Investment Advisers9,193$1.1m0.0%
CITADEL ADVISORS LLC8,450$1.0m0.0%
JONES FINANCIAL COMPANIES LLLP8,733$997,1510.0%
Global Endowment Management, LP7,000$854,0000.1%
HARBOUR INVESTMENTS, INC.6,622$807,7840.0%
Mariner, LLC6,260$763,6110.0%
COMMONWEALTH EQUITY SERVICES, LLC5,875$716,6600.0%
OSAIC HOLDINGS, INC.5,875$716,4640.0%
D'Orazio & Associates, Inc.5,425$661,8470.1%
Visionary Wealth Advisors5,395$658,1740.0%
Equitable Holdings, Inc.4,797$585,1600.0%
HRT FINANCIAL LP4,494$548,0000.0%
Kestra Advisory Services, LLC3,583$437,1330.0%
PW Nova Financial Services LLC3,187$388,7820.1%
Independent Wealth Network Inc.2,800$341,5720.1%

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

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