13F Insight
DOSSIER · 13F Holders · Q2 2026
CHGX

EA SERIES TRUST

48 institutions still hold EA SERIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L151·48 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$75M
visible holders
Holders
48
filers reporting
Concentration
20.63%
PFG Investments, LLC #1
top holder share
AI Holders Summary · Q2 2026

48 institutions reported CHGX in Q2 2026. PFG Investments, LLC leads at 20.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
PFG Investments, LLC
CIK 0001973224
$15M465K0.60%Q2 202602
WCG Wealth Advisors LLC
CIK 0001855713
$12M360K0.28%Q2 202603
STANCE CAPITAL LLC
CIK 0002056334
$9M272K2.75%Q2 202604
NATURAL INVESTMENTS, LLC
CIK 0001800245
$8M315K2.08%Q1 202605
World Investment Advisors
CIK 0001652594
$6M207K0.09%Q1 202606
Colorado Capital Management, Inc.
CIK 0001664147
$4M162K1.62%Q1 202607
Westfuller Advisors, LLC
CIK 0002024115
$3M105K1.26%Q2 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M71K0.00%Q2 202609
SEEDS INVESTOR LLC
CIK 0002021047
$2M62K0.21%Q2 202610
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M73K0.01%Q1 202611
LPL Financial LLC
CIK 0001403438
$2M53K0.00%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M52K0.00%Q2 202613
LaSalle St. Investment Advisors, LLC
CIK 0001966193
$1M39K0.16%Q2 202614
First Affirmative Financial Network
CIK 0001656282
$1M46K0.47%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M30K0.00%Q2 202616
Pathstone Holdings, LLC
CIK 0002011612
$902K27K0.00%Q2 202617
HighTower Advisors, LLC
CIK 0001462245
$648K20K0.00%Q2 202618
Moss Adams Wealth Advisors LLC
CIK 0001661245
$630K19K0.04%Q2 202619
ROYAL BANK OF CANADA
CIK 0001000275
$540K16K0.00%Q2 202620
Laird Norton Wetherby Trust Company, LLC
CIK 0000723204
$496K15K0.01%Q2 2026
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