4 institutions reported holding $557.7M of EA SERIES TRUST (SMRI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sepio Capital, LP ($556.0M), Cambridge Investment Research Advisors, Inc. ($968,000), Black Diamond Financial, LLC ($366,201), MARATHON CAPITAL MANAGEMENT ($354,467). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sepio Capital, LP | $556.0M | 13.6M | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $968,000 | 23,606 | Added |
| 3 | Black Diamond Financial, LLC | $366,201 | 8,926 | Trimmed |
| 4 | MARATHON CAPITAL MANAGEMENT | $354,467 | 8,640 | Added |
Source: SEC Form 13F filings · as of 2026-06-30