DOSSIER · 13F Holders · Q2 2026
SFGV

EA SERIES TRUST

12 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 02072L276·12 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1.1B
visible holders
Holders
12
filers reporting
Concentration
98.80%
Sequoia Financial Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

12 institutions reported SFGV in Q2 2026. Sequoia Financial Advisors, LLC leads at 98.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Sequoia Financial Advisors, LLC
CIK 0001599900
$1.1B31.5M5.50%Q2 2026
02
Cerity Partners LLC
CIK 0001566475
$6M187K0.01%Q1 2026
03
SlateStone Wealth, LLC
CIK 0001764049
$2M64K0.17%Q1 2026
04
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$1M39K0.00%Q1 2026
05
BlackRock, Inc.
CIK 0002012383
$1M32K0.00%Q1 2026
06
Forum Finance Group S.A.
CIK 0002133354
$968K37K0.52%Q1 2026
07
ROYAL BANK OF CANADA
CIK 0001000275
$555K17K0.00%Q1 2026
08
Mariner, LLC
CIK 0001373442
$533K16K0.00%Q1 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$255K8K0.00%Q1 2026
10
CITADEL ADVISORS LLC
CIK 0001423053
$245K8K0.00%Q4 2025
11
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$239K7K0.00%Q1 2026
12
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025