Who Owns EA SERIES TRUST (CHGX)? -- Institutional Holders (2026-06-30)
49 institutions reported holding $84.3M of EA SERIES TRUST (CHGX) in SEC 13F filings for 2026-06-30. Largest institutional holders: PFG Investments, LLC ($15.5M), NATURAL INVESTMENTS, LLC ($12.3M), WCG Wealth Advisors LLC ($12.0M), STANCE CAPITAL LLC ($9.0M), World Investment Advisors ($5.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | PFG Investments, LLC | $15.5M | 465,343 | Added |
| 2 | NATURAL INVESTMENTS, LLC | $12.3M | 369,592 | Added |
| 3 | WCG Wealth Advisors LLC | $12.0M | 360,215 | Added |
| 4 | STANCE CAPITAL LLC | $9.0M | 272,253 | Added |
| 5 | World Investment Advisors | $5.5M | 206,809 | Hold |
| 6 | Colorado Capital Management, Inc. | $5.2M | 157,978 | Trimmed |
| 7 | Westfuller Advisors, LLC | $3.5M | 104,651 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $2.7M | 81,441 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 71,013 | Trimmed |
| 10 | SEEDS INVESTOR LLC | $2.1M | 62,295 | Added |
| 11 | LPL Financial LLC | $1.8M | 52,790 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 51,848 | Added |
| 13 | LaSalle St. Investment Advisors, LLC | $1.3M | 39,488 | Added |
| 14 | OSAIC HOLDINGS, INC. | $1.0M | 30,496 | New |
| 15 | Pathstone Holdings, LLC | $902,038 | 27,164 | Hold |
| 16 | HighTower Advisors, LLC | $648,302 | 19,523 | Added |
| 17 | Moss Adams Wealth Advisors LLC | $630,460 | 18,986 | New |
| 18 | Modern Wealth Management, LLC | $546,290 | 16,451 | New |
| 19 | Royal Bank of Canada | $540,000 | 16,263 | Trimmed |
| 20 | Laird Norton Wetherby Trust Company, LLC | $495,616 | 14,925 | Hold |
| 21 | Aegis Wealth Management LLC | $468,087 | 14,096 | Hold |
| 22 | CITADEL ADVISORS LLC | $466,659 | 14,053 | New |
| 23 | Sanctuary Advisors, LLC | $451,023 | 13,582 | Trimmed |
| 24 | Farther Finance Advisors, LLC | $353,622 | 10,649 | Added |
| 25 | MIRAE ASSET SECURITIES (USA) INC. | $324,101 | 9,760 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30