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

46 institutions reported holding $24.3M of EA SERIES TRUST (SHOC) in SEC 13F filings for 2026-03-31. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($2.9M), LPL Financial LLC ($2.6M), Cetera Investment Advisers ($2.0M), Demars Financial Group, LLC ($2.0M), Brookstone Capital Management ($1.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cambridge Investment Research Advisors, Inc.$2.9M40,857Trimmed
2LPL Financial LLC$2.6M35,529Added
3Cetera Investment Advisers$2.0M27,770Added
4Demars Financial Group, LLC$2.0M27,360Added
5Brookstone Capital Management$1.3M18,024Added
6GTS SECURITIES LLC$1.2M16,377Added
7Orion Porfolio Solutions, LLC$1.1M14,696Trimmed
8GWN SECURITIES INC.$1.0M14,414Added
9Dynamic Advisor Solutions LLC$1.0M14,289New
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$921,89212,800New
11HighTower Advisors, LLC$886,24112,305Added
12BIRCH FINANCIAL GROUP, LLC$810,27711,250Added
13UPTICK PARTNERS, LLC$754,09210,470Trimmed
14JANE STREET GROUP, LLC$542,9087,538New
15OSAIC HOLDINGS, INC.$531,5667,382Trimmed
16Global Endowment Management, LP$504,0007,000Hold
17HARBOUR INVESTMENTS, INC.$476,8736,621Added
18COMMONWEALTH EQUITY SERVICES, LLC$449,7706,245Hold
19Visionary Wealth Advisors$404,6035,618Trimmed
20D'Orazio & Associates, Inc.$390,6445,424Added
21Equitable Holdings, Inc.$291,7344,051New
22CITADEL ADVISORS LLC$288,8114,010New
23Kestra Advisory Services, LLC$287,1213,987Trimmed
24Spire Wealth Management$259,2823,600Hold
25JONES FINANCIAL COMPANIES LLLP$229,5863,257Added

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