Who Owns EA SERIES TRUST (CHGX1)? -- Institutional Holders (2026-03-31)

68 institutions reported holding $75.6M of EA SERIES TRUST (CHGX1) in SEC 13F filings for 2026-03-31. Largest institutional holders: PFG Investments, LLC ($11.4M), NATURAL INVESTMENTS, LLC ($8.4M), STANCE CAPITAL LLC ($7.1M), World Investment Advisors ($5.5M), Colorado Capital Management, Inc. ($4.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1PFG Investments, LLC$11.4M425,708Added
2NATURAL INVESTMENTS, LLC$8.4M314,876Added
3STANCE CAPITAL LLC$7.1M266,204Added
4World Investment Advisors$5.5M206,809Hold
5Colorado Capital Management, Inc.$4.4M162,346Trimmed
6SIMPLEX TRADING, LLC$4.1M137,200Added
7Strategic Financial Planning, Inc.$3.3M68,186New
8Westfuller Advisors, LLC$3.0M111,747Added
9CITADEL ADVISORS LLC$2.2M73,271Added
10COMMONWEALTH EQUITY SERVICES, LLC$2.1M76,840Trimmed
11Cambridge Investment Research Advisors, Inc.$1.9M72,707Added
12Private Advisor Group, LLC$1.9M70,947Trimmed
13LPL Financial LLC$1.8M66,399Trimmed
14SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M50,579Trimmed
15SEEDS INVESTOR LLC$1.4M47,904Added
16First Affirmative Financial Network$1.2M45,517Trimmed
17LaSalle St. Investment Advisors, LLC$1.0M38,249Trimmed
18WCG Wealth Advisors LLC$1.0M37,913Trimmed
19MIRAE ASSET SECURITIES (USA) INC.$961,81735,863Added
20IMC-Chicago, LLC$865,78926,400New
21ENVESTNET ASSET MANAGEMENT INC$827,14630,842Added
22Arkadios Wealth Advisors$761,8398,394New
23Pathstone Holdings, LLC$728,51727,164Trimmed
24Worth Asset Management, LLC$719,3647,926New
25Sanctuary Advisors, LLC$610,64622,769New

Source: SEC Form 13F filings · as of 2026-03-31