Who Owns EA SERIES TRUST (TBG)? -- Institutional Holders (2026-06-30)

30 institutions reported holding $168.9M of EA SERIES TRUST (TBG) in SEC 13F filings for 2026-06-30. Largest institutional holders: HighTower Advisors, LLC ($85.1M), Abundance Wealth Counselors ($57.2M), Cambridge Investment Research Advisors, Inc. ($5.6M), EverSource Wealth Advisors, LLC ($4.6M), Stokes Capital Advisors, LLC ($2.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1HighTower Advisors, LLC$85.1M2.3MAdded
2Abundance Wealth Counselors$57.2M1.6MAdded
3Cambridge Investment Research Advisors, Inc.$5.6M154,867Added
4EverSource Wealth Advisors, LLC$4.6M125,648Added
5Stokes Capital Advisors, LLC$2.9M79,995Added
6Boyer Financial Services, Inc.$2.7M71,135Added
7Insight Wealth Partners, LLC$2.4M65,119Added
8STIFEL FINANCIAL CORP$2.1M57,255Added
9COMMONWEALTH EQUITY SERVICES, LLC$1.6M43,216Added
10Forefront Wealth Partners, LLC$1.0M28,297Added
11Geneos Wealth Management Inc.$967,43026,534Added
12Charis Legacy Partners, LLC$492,88313,518Added
13SUSQUEHANNA INTERNATIONAL GROUP, LLP$303,1658,315New
14Cetera Investment Advisers$287,7557,892Added
15GTS SECURITIES LLC$271,1537,437New
16Traynor Capital Management, Inc.$259,9537,130Hold
17ENVESTNET ASSET MANAGEMENT INC$241,9746,637Trimmed
18Keel Point, LLC$241,5626,625Added
19Inspire Advisors, LLC$214,6775,888Added
20Betterment LLC$206,0005,657New
21Capital Advisors, Ltd. LLC$84,0002,297Added
22Institute for Wealth Management, LLC.$49,6231,361New
23Bare Financial Services, Inc$45,5751,250New
24Hilltop National Bank$14,438396Hold
25JPMORGAN CHASE & CO$14,318391New

来源：SEC 13F 申报文件 · 截至 2026-06-30