14 institutions reported holding $81.4M of EA SERIES TRUST (TBG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Abundance Wealth Counselors ($57.2M), Cambridge Investment Research Advisors, Inc. ($11.3M), EverSource Wealth Advisors, LLC ($4.6M), Stokes Capital Advisors, LLC ($2.9M), Boyer Financial Services, Inc. ($2.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Abundance Wealth Counselors | $57.2M | 1.6M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $11.3M | 309,734 | Added |
| 3 | EverSource Wealth Advisors, LLC | $4.6M | 125,648 | Added |
| 4 | Stokes Capital Advisors, LLC | $2.9M | 79,995 | Added |
| 5 | Boyer Financial Services, Inc. | $2.7M | 71,135 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 43,216 | Added |
| 7 | Charis Legacy Partners, LLC | $492,883 | 13,518 | Added |
| 8 | Traynor Capital Management, Inc. | $259,953 | 7,130 | Hold |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $241,974 | 6,637 | Trimmed |
| 10 | Capital Advisors, Ltd. LLC | $84,000 | 2,297 | Added |
| 11 | Institute for Wealth Management, LLC. | $49,623 | 1,361 | New |
| 12 | Bare Financial Services, Inc | $45,575 | 1,250 | New |
| 13 | Hilltop National Bank | $14,438 | 396 | Hold |
| 14 | Team Financial Group, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30