11 institutions reported holding $43.7M of EA SERIES TRUST (CDIG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Allegheny Financial Group ($36.7M), Lakeridge Wealth Management LLC ($3.4M), Farther Finance Advisors, LLC ($1.2M), JANE STREET GROUP, LLC ($606,927), CASCADE INVESTMENT GROUP, INC. ($599,312). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Allegheny Financial Group | $36.7M | 1.4M | Added |
| 2 | Lakeridge Wealth Management LLC | $3.4M | 130,934 | Added |
| 3 | Farther Finance Advisors, LLC | $1.2M | 46,381 | Added |
| 4 | JANE STREET GROUP, LLC | $606,927 | 23,670 | New |
| 5 | CASCADE INVESTMENT GROUP, INC. | $599,312 | 23,373 | Hold |
| 6 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $397,000 | 15,400 | Added |
| 7 | World Investment Advisors | $296,207 | 11,552 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $296,207 | 11,552 | Added |
| 9 | OSAIC HOLDINGS, INC. | $243,258 | 9,487 | Added |
| 10 | Integrated Wealth Concepts LLC | $8,744 | 341 | New |
| 11 | HUNTINGTON NATIONAL BANK | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30