11 institutions reported holding $1.12B of EA SERIES TRUST (SFGV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sequoia Financial Advisors, LLC ($1.10B), Cerity Partners LLC ($6.6M), Forum Finance Group S.A. ($2.3M), SlateStone Wealth, LLC ($2.2M), MERCER GLOBAL ADVISORS INC /ADV ($1.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sequoia Financial Advisors, LLC | $1.10B | 31.5M | Trimmed |
| 2 | Cerity Partners LLC | $6.6M | 187,339 | Hold |
| 3 | Forum Finance Group S.A. | $2.3M | 80,834 | Added |
| 4 | SlateStone Wealth, LLC | $2.2M | 63,774 | Hold |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | $1.4M | 38,634 | Hold |
| 6 | BlackRock, Inc. | $1.1M | 32,191 | Hold |
| 7 | Mariner, LLC | $569,394 | 16,226 | Hold |
| 8 | OSAIC HOLDINGS, INC. | $320,733 | 9,121 | Added |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $255,252 | 7,274 | Hold |
| 10 | Royal Bank of Canada | $164,000 | 4,687 | Trimmed |
| 11 | UBS Group AG | $3,439 | 98 | New |
Source: SEC Form 13F filings · as of 2026-06-30