DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield

CHGX

EA SERIES TRUST

46 institutions still hold EA SERIES TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L151·46 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 5.7%

vs prior quarter

13F value held

$43M

77.0% inst. owned

of float

Holders

46

+55 QoQ

filers reporting

Activity

+21 / −41

+864 added · −805 reduced

this quarter

Concentration

26.62%

PFG Investments, LLC #1

top holder share

AI Holders Summary · Q1 2026

46 institutions reported CHGX in Q1 2026. PFG Investments, LLC leads at 26.6% of the visible book. +55 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

PFG Investments, LLC

$11M426K0.53%Q1 2026 02

STANCE CAPITAL LLC

$7M266K3.46%Q1 2026 03

World Investment Advisors

$6M207K0.09%Q1 2026 04

Westfuller Advisors, LLC

$3M112K1.29%Q1 2026 05

COMMONWEALTH EQUITY SERVICES, LLC

$2M77K0.00%Q1 2026 06

Private Advisor Group, LLC

$2M71K0.01%Q1 2026 07

LPL Financial LLC

$2M66K0.00%Q1 2026 08

SEEDS INVESTOR LLC

$1M48K0.19%Q1 2026 09

First Affirmative Financial Network

$1M46K0.47%Q1 2026 10

LaSalle St. Investment Advisors, LLC

$1M38K0.14%Q1 2026 11

WCG Wealth Advisors LLC

$1M38K0.03%Q1 2026 12

MIRAE ASSET SECURITIES (USA) INC.

$961,81736K0.04%Q1 2026 13

ENVESTNET ASSET MANAGEMENT INC

$827,14631K0.00%Q1 2026 14

Pathstone Holdings, LLC

$728,51727K0.00%Q1 2026 15

Sanctuary Advisors, LLC

$610,64623K0.00%Q1 2026 16

Tower Research Capital LLC (TRC)

$543,86720K0.01%Q1 2026 17

HighTower Advisors, LLC

$520,18519K0.00%Q1 2026 18

ROYAL BANK OF CANADA

$436,00016K0.00%Q1 2026 19

Laird Norton Wetherby Trust Company, LLC

$400,27715K0.01%Q1 2026 20

Aegis Wealth Management LLC

$378,04414K0.22%Q1 2026

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