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

EA SERIES TRUST

56 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 02072L672·56 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$30M
visible holders
Holders
56
filers reporting
Concentration
16.95%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

56 institutions reported SHOC in Q2 2026. LPL Financial LLC leads at 17.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$5M42K0.00%Q2 202602
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M41K0.01%Q1 202603
Demars Financial Group, LLC
CIK 0001723115
$3M23K0.78%Q2 202604
GWN SECURITIES INC.
CIK 0001265905
$2M14K0.30%Q2 202605
Dynamic Advisor Solutions LLC
CIK 0001599747
$2M14K0.05%Q2 202606
HighTower Advisors, LLC
CIK 0001462245
$2M14K0.00%Q2 202607
Brookstone Capital Management
CIK 0001599584
$2M14K0.02%Q2 202608
GTS SECURITIES LLC
CIK 0001452765· Market maker
$1M11K0.03%Q2 202609
UPTICK PARTNERS, LLC
CIK 0002005353
$1M11K0.20%Q2 202610
BIRCH FINANCIAL GROUP, LLC
CIK 0002083592
$1M10K0.60%Q2 202611
Cetera Investment Advisers
CIK 0001666741
$1M9K0.00%Q2 202612
CITADEL ADVISORS LLC
CIK 0001423053
$1M8K0.00%Q2 202613
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$997K9K0.00%Q2 202614
Global Endowment Management, LP
CIK 0001512237
$854K7K0.09%Q2 202615
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$808K7K0.01%Q2 202616
Orion Portfolio Solutions, LLC
CIK 0001802647
$795K18K0.00%Q1 202517
Mariner, LLC
CIK 0001373442
$764K6K0.00%Q2 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$717K6K0.00%Q2 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$716K6K0.00%Q2 202620
D'Orazio & Associates, Inc.
CIK 0001646821
$662K5K0.08%Q2 2026
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