12 institutions reported holding $98.7M of EA SERIES TRUST (SEMG) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($42.5M), PNC Financial Services Group, Inc. ($42.3M), Royal Bank of Canada ($7.9M), CAPTRUST FINANCIAL ADVISORS ($3.1M), GTS SECURITIES LLC ($826,844). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $42.5M | 1.6M | Trimmed |
| 2 | PNC Financial Services Group, Inc. | $42.3M | 1.6M | Trimmed |
| 3 | Royal Bank of Canada | $7.9M | 298,425 | Added |
| 4 | CAPTRUST FINANCIAL ADVISORS | $3.1M | 115,941 | New |
| 5 | GTS SECURITIES LLC | $826,844 | 31,184 | New |
| 6 | Ashton Thomas Private Wealth, LLC | $752,671 | 28,386 | Trimmed |
| 7 | Suncoast Equity Management | $735,961 | 27,756 | Trimmed |
| 8 | CARY STREET PARTNERS FINANCIAL LLC | $268,468 | 10,125 | Hold |
| 9 | TRUIST FINANCIAL CORP | $203,612 | 7,679 | New |
| 10 | Farther Finance Advisors, LLC | $168,585 | 6,358 | Hold |
| 11 | MORGAN STANLEY | $3,500 | 132 | Trimmed |
| 12 | Accent Capital Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30