12 institutions reported holding $11.8M of EA SERIES TRUST (TCV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Well Done, LLC ($9.1M), CWA Asset Management Group, LLC ($453,492), Plancorp, LLC ($443,041), Archford Capital Strategies, LLC ($442,886), Apollon Wealth Management, LLC ($354,237). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Well Done, LLC | $9.1M | 284,291 | Trimmed |
| 2 | CWA Asset Management Group, LLC | $453,492 | 14,150 | New |
| 3 | Plancorp, LLC | $443,041 | 13,495 | Trimmed |
| 4 | Archford Capital Strategies, LLC | $442,886 | 13,819 | Trimmed |
| 5 | Apollon Wealth Management, LLC | $354,237 | 11,053 | Hold |
| 6 | Mountain Capital Investment Advisors Inc. | $234,502 | 7,317 | Hold |
| 7 | Abundance Wealth Counselors | $211,716 | 6,606 | New |
| 8 | Pacific Capital Wealth Advisors, Inc. | $210,113 | 6,556 | New |
| 9 | IFG Advisors, LLC | $202,293 | 6,312 | New |
| 10 | Farther Finance Advisors, LLC | $95,954 | 2,994 | Hold |
| 11 | SANDERS MORRIS HARRIS LLC | $0 | 0 | Exited |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30