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

57 institutions reported holding $37.0M of EA SERIES TRUST (SHOC) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($5.1M), Cambridge Investment Research Advisors, Inc. ($4.5M), Demars Financial Group, LLC ($2.8M), GWN SECURITIES INC. ($1.8M), Dynamic Advisor Solutions LLC ($1.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$5.1M41,655Added
2Cambridge Investment Research Advisors, Inc.$4.5M37,187Trimmed
3Demars Financial Group, LLC$2.8M22,977Trimmed
4GWN SECURITIES INC.$1.8M14,496Added
5Dynamic Advisor Solutions LLC$1.7M14,256Trimmed
6HighTower Advisors, LLC$1.7M13,703Added
7Brookstone Capital Management$1.7M13,538Trimmed
8GTS SECURITIES LLC$1.4M11,465Trimmed
9UPTICK PARTNERS, LLC$1.3M10,584Added
10BIRCH FINANCIAL GROUP, LLC$1.2M9,502Trimmed
11Cetera Investment Advisers$1.1M9,193Trimmed
12CITADEL ADVISORS LLC$1.0M8,450Added
13JONES FINANCIAL COMPANIES LLLP$997,1518,733Added
14Global Endowment Management, LP$854,0007,000Hold
15HARBOUR INVESTMENTS, INC.$807,7846,622Added
16Mariner, LLC$763,6116,260New
17COMMONWEALTH EQUITY SERVICES, LLC$716,6605,875Trimmed
18OSAIC HOLDINGS, INC.$716,4645,875Trimmed
19D'Orazio & Associates, Inc.$661,8475,425Added
20Visionary Wealth Advisors$658,1745,395Trimmed
21Equitable Holdings, Inc.$585,1604,797Added
22HRT FINANCIAL LP$548,0004,494New
23Kestra Advisory Services, LLC$437,1333,583Trimmed
24PW Nova Financial Services LLC$388,7823,187Added
25Independent Wealth Network Inc.$341,5722,800New

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