EA SERIES TRUST (SFGV)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
9
Reporting holders
$1.1B
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | $1.1B | 31,470,764 | 5.50% | 6q | -1.1%-$12.6M |
| Cerity Partners LLC | $6.6M | 187,339 | 0.01% | 3q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $2.7M | 77,268 | 0.00% | 7q | +100.0%+$1.4M |
| BlackRock, Inc. | $1.1M | 32,191 | 0.00% | 2q | HELD |
| Mariner, LLC | $569.4K | 16,226 | 0.00% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $320.7K | 9,121 | 0.00% | 3q | +17.6%+$48.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $255.3K | 7,274 | 0.00% | 3q | HELD |
| ROYAL BANK OF CANADA | $164.0K | 4,687 | 0.00% | 10q | -72.3%-$427.2K |
| UBS Group AG | $3.4K | 98 | 0.00% | new | NEW |
| Forum Finance Group S.A. | $2.3K | 80,834 | 0.83% | 2q | +119.2%+$1.2K |
| SlateStone Wealth, LLC | $2.2K | 63,774 | 0.17% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 9 | $1.1B | 31,804,968 | 1 | 2 | 2 | 0.0% |
| Q1 2026 | 8 | $1.1B | 32,136,441 | 1 | 3 | 1 | 0.0% |
| Q4 2025 | 8 | $1.0B | 32,055,381 | 4 | 0 | 3 | 0.0% |
| Q3 2025 | 6 | $1.0B | 32,247,757 | 3 | 1 | 2 | 0.0% |
| Q2 2025 | 7 | $989.6M | 33,821,114 | 1 | 3 | 2 | 0.0% |
| Q1 2025 | 7 | $938.2M | 33,735,223 | 2 | 2 | 3 | 0.0% |
| Q4 2024 | 6 | $912.8M | 33,461,217 | 2 | 2 | 1 | 0.0% |
| Q3 2024 | 5 | $949.7M | 32,612,021 | 3 | 2 | 0 | 0.0% |
| Q2 2024 | 2 | $862.4M | 31,986,853 | 0 | 1 | 1 | 0.0% |
| Q1 2024 | 3 | $863.6M | 31,472,672 | 3 | 0 | 0 | 0.0% |