GEQ — Ea Series Trust Institutional Holders · Q2 2026

Name: Who Owns GEQ? 32 Institutions Hold $99M (Q2 2026)
Creator: ko.io

Who owns Ea Series Trust (GEQ)? 32 institutions reported holding $98.98M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Cresset Asset Management, LLC ($15.0M), Vise Technologies, Inc. ($14.3M), Franklin Resources Inc ($10.4M).

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	Cherry Tree Wealth Management, LLC	$2.0M	39,579	New
12	Well Done, LLC	$2.0M	39,079	New
13	HighTower Advisors, LLC	$2.0M	38,886	New
14	Walkner Condon Financial Advisors LLC	$1.7M	34,171	New
15	Wealthcare Advisory Partners LLC	$1.4M	26,964	New
16	CITADEL ADVISORS LLC	$1.4M	26,698	New
17	Goepper Burkhardt LLC	$1.2M	23,027	New
18	NewEdge Advisors, LLC	$1.2M	22,772	New
19	Sanctuary Advisors, LLC	$998,933	19,531	New
20	Pacific Sage Partners, LLC	$994,413	19,443	New
21	BAKER BOYER NATIONAL BANK	$960,526	18,780	New
22	A4 Wealth Advisors LLC	$861,597	16,846	New
23	Sherman Wealth Management LLC	$781,176	15,273	New
24	THOR INVESTMENT MANAGEMENT INC /OH/ /ADV	$566,002	11,066	New
25	Savant Capital, LLC	$550,513	10,500	New

Source: SEC Form 13F filings · as of 2026-06-30