Who Owns EA SERIES TRUST (GEW)? -- Institutional Holders (2026-06-30)

29 institutions reported holding $67.3M of EA SERIES TRUST (GEW) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cresset Asset Management, LLC ($17.4M), FIDUCIENT ADVISORS LLC ($6.9M), Private Wealth Asset Management, LLC ($6.2M), Berger Financial Group, Inc ($4.6M), Cambridge Investment Research Advisors, Inc. ($4.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cresset Asset Management, LLC$17.4M317,521Hold
2FIDUCIENT ADVISORS LLC$6.9M126,131Hold
3Private Wealth Asset Management, LLC$6.2M114,157Trimmed
4Berger Financial Group, Inc$4.6M84,265Hold
5Cambridge Investment Research Advisors, Inc.$4.5M83,068Hold
6EXCHANGE TRADED CONCEPTS, LLC$3.6M66,520Added
7Greenspring Advisors, LLC$2.9M53,121Hold
8ENTREWEALTH, LLC$2.6M45,512Hold
9WESCAP Management Group, Inc.$2.1M38,397Hold
10Paul R. Ried Financial Group, LLC$2.0M35,666Hold
11Aspect Partners, LLC$1.7M30,742Hold
12DAYMARK WEALTH PARTNERS, LLC$1.4M26,199Hold
13TWIN PEAKS WEALTH ADVISORS, LLC$1.4M25,569Hold
14CAHILL FINANCIAL ADVISORS INC$1.4M25,509Hold
15ONE PLUS ONE WEALTH MANAGEMENT, LLC$1.1M20,922Hold
16Prism Advisors, Inc.$1.1M20,560Hold
17Empirical Asset Management, LLC$1.1M19,537Hold
18HighTower Advisors, LLC$905,37716,553Hold
19Chicago Partners Investment Group LLC$891,25416,313Added
20Well Done, LLC$584,26610,682Hold
21BLAIR WILLIAM & CO/IL$560,63710,250Hold
22Wealthcare Advisory Partners LLC$553,86010,126Hold
23General Partner, Inc.$467,9278,555Hold
24Nvest Wealth Strategies, Inc.$461,4978,437Hold
25Lavaca Capital LLC$359,6286,575New

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