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.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | PFG Investments, LLC | $11.4M | 425,708 | Added |
| 2 | NATURAL INVESTMENTS, LLC | $8.4M | 314,876 | Added |
| 3 | STANCE CAPITAL LLC | $7.1M | 266,204 | Added |
| 4 | World Investment Advisors | $5.5M | 206,809 | Hold |
| 5 | Colorado Capital Management, Inc. | $4.4M | 162,346 | Trimmed |
| 6 | SIMPLEX TRADING, LLC | $4.1M | 137,200 | Added |
| 7 | Strategic Financial Planning, Inc. | $3.3M | 68,186 | New |
| 8 | Westfuller Advisors, LLC | $3.0M | 111,747 | Added |
| 9 | CITADEL ADVISORS LLC | $2.2M | 73,271 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 76,840 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $1.9M | 72,707 | Added |
| 12 | Private Advisor Group, LLC | $1.9M | 70,947 | Trimmed |
| 13 | LPL Financial LLC | $1.8M | 66,399 | Trimmed |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 50,579 | Trimmed |
| 15 | SEEDS INVESTOR LLC | $1.4M | 47,904 | Added |
| 16 | First Affirmative Financial Network | $1.2M | 45,517 | Trimmed |
| 17 | LaSalle St. Investment Advisors, LLC | $1.0M | 38,249 | Trimmed |
| 18 | WCG Wealth Advisors LLC | $1.0M | 37,913 | Trimmed |
| 19 | MIRAE ASSET SECURITIES (USA) INC. | $961,817 | 35,863 | Added |
| 20 | IMC-Chicago, LLC | $865,789 | 26,400 | New |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $827,146 | 30,842 | Added |
| 22 | Arkadios Wealth Advisors | $761,839 | 8,394 | New |
| 23 | Pathstone Holdings, LLC | $728,517 | 27,164 | Trimmed |
| 24 | Worth Asset Management, LLC | $719,364 | 7,926 | New |
| 25 | Sanctuary Advisors, LLC | $610,646 | 22,769 | New |
Source: SEC Form 13F filings · as of 2026-03-31