18 institutions reported holding $19.7M of EA SERIES TRUST STRIVE (SHOC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($9.1M), Demars Financial Group, LLC ($2.8M), Dynamic Advisor Solutions LLC ($1.7M), Brookstone Capital Management ($1.7M), BIRCH FINANCIAL GROUP, LLC ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors, Inc. | $9.1M | 74,374 | Added |
| 2 | Demars Financial Group, LLC | $2.8M | 22,977 | Trimmed |
| 3 | Dynamic Advisor Solutions LLC | $1.7M | 14,256 | Trimmed |
| 4 | Brookstone Capital Management | $1.7M | 13,538 | Trimmed |
| 5 | BIRCH FINANCIAL GROUP, LLC | $1.2M | 9,502 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $716,660 | 5,875 | Trimmed |
| 7 | D'Orazio & Associates, Inc. | $661,847 | 5,425 | Added |
| 8 | Kestra Advisory Services, LLC | $437,133 | 3,583 | Trimmed |
| 9 | PW Nova Financial Services LLC | $388,782 | 3,187 | Added |
| 10 | Independent Wealth Network Inc. | $341,572 | 2,800 | New |
| 11 | Lauterbach Financial Advisors, LLC | $282,378 | 2,315 | New |
| 12 | Fortis Group Advisors, LLC | $239,222 | 1,961 | New |
| 13 | AE Wealth Management LLC | $146,289 | 1,199 | Hold |
| 14 | IFP Advisors, Inc | $44,038 | 361 | Hold |
| 15 | Main Street Group, LTD | $21,958 | 180 | New |
| 16 | NBC SECURITIES, INC. | $13,540 | 111 | New |
| 17 | CoreCap Advisors, LLC | $6,100 | 50 | Hold |
| 18 | Spire Wealth Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30