11 institutions reported holding $128.4M of EA SERIES TRUST (MBOX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Freedom Day Solutions, LLC ($125.6M), Ashton Thomas Private Wealth, LLC ($765,176), HighTower Advisors, LLC ($714,546), Royal Bank of Canada ($331,000), SAPIENT CAPITAL LLC ($275,690). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Freedom Day Solutions, LLC | $125.6M | 3.1M | Trimmed |
| 2 | Ashton Thomas Private Wealth, LLC | $765,176 | 19,073 | New |
| 3 | HighTower Advisors, LLC | $714,546 | 17,811 | Trimmed |
| 4 | Royal Bank of Canada | $331,000 | 8,239 | Added |
| 5 | SAPIENT CAPITAL LLC | $275,690 | 6,872 | Added |
| 6 | LaSalle St. Investment Advisors, LLC | $248,453 | 6,193 | Hold |
| 7 | Ethos Financial Group, LLC | $230,271 | 5,523 | Trimmed |
| 8 | Cetera Investment Advisers | $223,212 | 5,564 | Trimmed |
| 9 | MORGAN STANLEY | $55,952 | 1,394 | Trimmed |
| 10 | UBS Group AG | $19,698 | 491 | Trimmed |
| 11 | JPMORGAN CHASE & CO | $2,956 | 74 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30