SMRI — Ea Series Trust Institutional Holders · Q2 2026
Who owns Ea Series Trust (SMRI)? 9 institutions reported holding $562.06M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Sepio Capital, LP ($556.0M), JPMorgan Chase & Co ($3.3M), Gts Securities LLC ($1.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sepio Capital, LP | $556.0M | 13.6M | Trimmed |
| 2 | JPMORGAN CHASE & CO | $3.3M | 79,502 | New |
| 3 | GTS SECURITIES LLC | $1.1M | 26,486 | New |
| 4 | Cambridge Investment Research Advisors, Inc. | $484,000 | 11,803 | Added |
| 5 | Beacon Pointe Advisors, LLC | $450,223 | 10,974 | Added |
| 6 | Black Diamond Financial, LLC | $366,201 | 8,926 | Trimmed |
| 7 | MARATHON CAPITAL MANAGEMENT | $354,467 | 8,640 | Added |
| 8 | BLAIR WILLIAM & CO/IL | $1,231 | 30 | Hold |
| 9 | Geneos Wealth Management Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30