TBG institutional holders

EA SERIES TRUST · 13F, 2026Q2

Managers holding28
Shares held4,785,503
Reported value$174.5m
Quarter flows7 new, 16 added, 1 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
HighTower Advisors, LLC2,335,091$85.1m0.1%
Abundance Wealth Counselors1,567,748$57.2m3.7%
Cambridge Investment Research Advisors, Inc.309,734$11.3m0.0%
EverSource Wealth Advisors, LLC125,648$4.6m0.2%
Stokes Capital Advisors, LLC79,995$2.9m0.6%
Boyer Financial Services, Inc.71,135$2.7m2.2%
Insight Wealth Partners, LLC65,119$2.4m0.3%
STIFEL FINANCIAL CORP57,255$2.1m0.0%
COMMONWEALTH EQUITY SERVICES, LLC43,216$1.6m0.0%
Forefront Wealth Partners, LLC28,297$1.0m0.3%
Geneos Wealth Management Inc.26,534$967,4300.0%
Charis Legacy Partners, LLC13,518$492,8830.6%
SUSQUEHANNA INTERNATIONAL GROUP, LLP8,315$303,1650.0%
Cetera Investment Advisers7,892$287,7550.0%
GTS SECURITIES LLC7,437$271,1530.0%
Traynor Capital Management, Inc.7,130$259,9530.0%
ENVESTNET ASSET MANAGEMENT INC6,637$241,9740.0%
Keel Point, LLC6,625$241,5620.0%
Inspire Advisors, LLC5,888$214,6770.0%
Betterment LLC5,657$206,0000.0%
Capital Advisors, Ltd. LLC2,297$84,0000.0%
Institute for Wealth Management, LLC.1,361$49,6230.0%
Bare Financial Services, Inc1,250$45,5750.0%
Integrated Wealth Concepts LLC800$29,1760.0%
Hilltop National Bank396$14,4380.0%

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

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