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

14 institutions reported holding $86.2M of EA SERIES TRUST (SEMG) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($38.6M), PNC Financial Services Group, Inc. ($38.6M), Royal Bank of Canada ($4.3M), Suncoast Equity Management ($3.2M), Ashton Thomas Private Wealth, LLC ($993,570). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$38.6M1.6MAdded
2PNC Financial Services Group, Inc.$38.6M1.6MAdded
3Royal Bank of Canada$4.3M176,887Added
4Suncoast Equity Management$3.2M134,425Added
5Ashton Thomas Private Wealth, LLC$993,57041,278Added
6CARY STREET PARTNERS FINANCIAL LLC$243,70910,125Hold
7Farther Finance Advisors, LLC$154,0236,358Added
8MORGAN STANLEY$16,295677New
9Accent Capital Management, LLC$2,406222Hold
10SCHARF INVESTMENTS, LLC$00Exited
11UBS Group AG$00Exited
12STIFEL FINANCIAL CORP$00Exited
13GTS SECURITIES LLC$00Exited
14Blue Trust, Inc.$00Exited

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