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

49 institutions reported holding $84.3M of EA SERIES TRUST (CHGX) in SEC 13F filings for 2026-06-30. Largest institutional holders: PFG Investments, LLC ($15.5M), NATURAL INVESTMENTS, LLC ($12.3M), WCG Wealth Advisors LLC ($12.0M), STANCE CAPITAL LLC ($9.0M), World Investment Advisors ($5.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1PFG Investments, LLC$15.5M465,343Added
2NATURAL INVESTMENTS, LLC$12.3M369,592Added
3WCG Wealth Advisors LLC$12.0M360,215Added
4STANCE CAPITAL LLC$9.0M272,253Added
5World Investment Advisors$5.5M206,809Hold
6Colorado Capital Management, Inc.$5.2M157,978Trimmed
7Westfuller Advisors, LLC$3.5M104,651Trimmed
8Cambridge Investment Research Advisors, Inc.$2.7M81,441Added
9COMMONWEALTH EQUITY SERVICES, LLC$2.4M71,013Trimmed
10SEEDS INVESTOR LLC$2.1M62,295Added
11LPL Financial LLC$1.8M52,790Trimmed
12ENVESTNET ASSET MANAGEMENT INC$1.7M51,848Added
13LaSalle St. Investment Advisors, LLC$1.3M39,488Added
14OSAIC HOLDINGS, INC.$1.0M30,496New
15Pathstone Holdings, LLC$902,03827,164Hold
16HighTower Advisors, LLC$648,30219,523Added
17Moss Adams Wealth Advisors LLC$630,46018,986New
18Modern Wealth Management, LLC$546,29016,451New
19Royal Bank of Canada$540,00016,263Trimmed
20Laird Norton Wetherby Trust Company, LLC$495,61614,925Hold
21Aegis Wealth Management LLC$468,08714,096Hold
22CITADEL ADVISORS LLC$466,65914,053New
23Sanctuary Advisors, LLC$451,02313,582Trimmed
24Farther Finance Advisors, LLC$353,62210,649Added
25MIRAE ASSET SECURITIES (USA) INC.$324,1019,760Trimmed

Source: SEC Form 13F filings · as of 2026-06-30