DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
SFGV

Ea Series Trust CCM GLOBAL EQU

11 institutions still hold Ea Series Trust CCM GLOBAL EQU as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072l276·11 13F holders·last filed Mar 31, 2026
Market cap
9.3%
vs prior quarter
13F value held
$1.1B
53.0% inst. owned
of float
Holders
11
+19 QoQ
filers reporting
Activity
+49 / −6
+1,010 added · −809 reduced
this quarter
Concentration
99.02%
Sequoia Financial Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

11 institutions reported SFGV in Q1 2026. Sequoia Financial Advisors, LLC leads at 99.0% of the visible book. +19 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Sequoia Financial Advisors, LLC
CIK 0001599900
$1.0B31.8M5.84%Q1 2026
02
Cerity Partners LLC
CIK 0001566475
$6M187K0.01%Q1 2026
03
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$1M39K0.00%Q1 2026
04
BlackRock, Inc.
CIK 0002012383
$1M32K0.00%Q1 2026
05
ROYAL BANK OF CANADA
CIK 0001000275
$555,00017K0.00%Q1 2026
06
Mariner, LLC
CIK 0001373442
$532,54416K0.00%Q1 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$255,0078K0.00%Q1 2026
08
CITADEL ADVISORS LLC
CIK 0001423053
$244,7088K0.00%Q4 2025
09
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$238,7337K0.00%Q1 2026
10
Forum Finance Group S.A.
CIK 0002133354
$96837K0.52%Q1 2026
11
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025