9 institutions reported holding $481.4M of EA SERIES TRUST (SMRI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Sepio Capital, LP ($480.1M), Cambridge Investment Research Advisors, Inc. ($346,000), Black Diamond Financial, LLC ($340,931), Beacon Pointe Advisors, LLC ($340,542), MARATHON CAPITAL MANAGEMENT ($305,546). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sepio Capital, LP | $480.1M | 13.6M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $346,000 | 9,779 | Trimmed |
| 3 | Black Diamond Financial, LLC | $340,931 | 9,635 | Trimmed |
| 4 | Beacon Pointe Advisors, LLC | $340,542 | 9,624 | New |
| 5 | MARATHON CAPITAL MANAGEMENT | $305,546 | 8,635 | Added |
| 6 | Geneos Wealth Management Inc. | $2,229 | 63 | New |
| 7 | BLAIR WILLIAM & CO/IL | $1,062 | 30 | Hold |
| 8 | GTS SECURITIES LLC | $0 | 0 | Exited |
| 9 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31