11 institutions reported holding $1.06B of EA SERIES TRUST (CCMG) in SEC 13F filings for 2026-03-31. Largest institutional holders: Sequoia Financial Advisors, LLC ($1.04B), Cerity Partners LLC ($6.1M), SlateStone Wealth, LLC ($2.1M), MERCER GLOBAL ADVISORS INC /ADV ($1.3M), BlackRock, Inc. ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sequoia Financial Advisors, LLC | $1.04B | 31.8M | Added |
| 2 | Cerity Partners LLC | $6.1M | 187,339 | Added |
| 3 | SlateStone Wealth, LLC | $2.1M | 63,774 | Hold |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | $1.3M | 38,634 | Trimmed |
| 5 | BlackRock, Inc. | $1.1M | 32,191 | New |
| 6 | Forum Finance Group S.A. | $968,000 | 36,880 | New |
| 7 | Royal Bank of Canada | $555,000 | 16,897 | Added |
| 8 | Mariner, LLC | $532,544 | 16,226 | Hold |
| 9 | OSAIC HOLDINGS, INC. | $255,007 | 7,753 | Added |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $238,733 | 7,274 | Trimmed |
| 11 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31