Who Owns EA SERIES TRUST (GEQ)? -- Institutional Holders (2026-06-30)
31 institutions reported holding $97.0M of EA SERIES TRUST (GEQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cresset Asset Management, LLC ($15.0M), Vise Technologies, Inc. ($14.3M), FRANKLIN RESOURCES INC ($10.4M), Robertson Stephens Wealth Management, LLC ($9.2M), Stokes Family Office, LLC ($8.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Cresset Asset Management, LLC | $15.0M | 293,486 | New |
| 2 | Vise Technologies, Inc. | $14.3M | 279,893 | New |
| 3 | FRANKLIN RESOURCES INC | $10.4M | 203,684 | New |
| 4 | Robertson Stephens Wealth Management, LLC | $9.2M | 180,115 | New |
| 5 | Stokes Family Office, LLC | $8.9M | 173,163 | New |
| 6 | Berger Financial Group, Inc | $8.3M | 161,649 | New |
| 7 | FIDUCIENT ADVISORS LLC | $4.0M | 77,334 | New |
| 8 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $3.2M | 62,800 | New |
| 9 | MAI Capital Management | $2.3M | 45,287 | New |
| 10 | Forthright Family Wealth Advisory LLC | $2.0M | 39,973 | New |
| 11 | Well Done, LLC | $2.0M | 39,079 | New |
| 12 | HighTower Advisors, LLC | $2.0M | 38,886 | New |
| 13 | Walkner Condon Financial Advisors LLC | $1.7M | 34,171 | New |
| 14 | Wealthcare Advisory Partners LLC | $1.4M | 26,964 | New |
| 15 | CITADEL ADVISORS LLC | $1.4M | 26,698 | New |
| 16 | Goepper Burkhardt LLC | $1.2M | 23,027 | New |
| 17 | NewEdge Advisors, LLC | $1.2M | 22,772 | New |
| 18 | Sanctuary Advisors, LLC | $998,933 | 19,531 | New |
| 19 | Pacific Sage Partners, LLC | $994,413 | 19,443 | New |
| 20 | BAKER BOYER NATIONAL BANK | $960,526 | 18,780 | New |
| 21 | A4 Wealth Advisors LLC | $861,597 | 16,846 | New |
| 22 | Sherman Wealth Management LLC | $781,176 | 15,273 | New |
| 23 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | $566,002 | 11,066 | New |
| 24 | Savant Capital, LLC | $550,513 | 10,500 | New |
| 25 | WESCAP Management Group, Inc. | $545,457 | 10,664 | New |
Source: SEC Form 13F filings · as of 2026-06-30