12 institutions reported holding $116.7M of EA SERIES TRUST (MBOX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Freedom Day Solutions, LLC ($114.5M), HighTower Advisors, LLC ($686,559), MORGAN STANLEY ($394,809), SAPIENT CAPITAL LLC ($232,731), LaSalle St. Investment Advisors, LLC ($226,030). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Freedom Day Solutions, LLC | $114.5M | 3.1M | Added |
| 2 | HighTower Advisors, LLC | $686,559 | 18,811 | Added |
| 3 | MORGAN STANLEY | $394,809 | 10,817 | Added |
| 4 | SAPIENT CAPITAL LLC | $232,731 | 6,377 | Added |
| 5 | LaSalle St. Investment Advisors, LLC | $226,030 | 6,193 | Trimmed |
| 6 | Ethos Financial Group, LLC | $222,491 | 6,096 | Added |
| 7 | Cetera Investment Advisers | $216,502 | 5,932 | Trimmed |
| 8 | Royal Bank of Canada | $137,000 | 3,740 | Trimmed |
| 9 | UBS Group AG | $58,543 | 1,604 | Added |
| 10 | JPMORGAN CHASE & CO | $51,277 | 1,418 | Hold |
| 11 | Hamilton Point Investment Advisors, LLC | $0 | 0 | Exited |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31