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EA SERIES TRUST
Ticker: CHGX
CUSIP: 02072L151
Class: ETF
Holders for Q4 2025
Position Changes for Q4 2025
Note: Option positions (PUT/CALL) are excluded.
Institution
Shares
Value ($000)
PFG Investments, LLC
424,416
$11,539
NATURAL INVESTMENTS, LLC
303,029
$8
STANCE CAPITAL LLC
259,956
$7,067
World Investment Advisors
206,809
$5,623
Westfuller Advisors, LLC
109,052
$2,965
COMMONWEALTH EQUITY SERVICES, LLC
79,904
$2,172
Private Advisor Group, LLC
72,252
$1,964
Cambridge Investment Research Advisors, Inc.
68,161
$2
LPL Financial LLC
67,312
$1,830
WCG Wealth Advisors LLC
45,682
$1,242
SEEDS INVESTOR LLC
40,919
$1,112
LaSalle St. Investment Advisors, LLC
38,628
$1
Laird Norton Wetherby Trust Company, LLC
36,394
$989
OSAIC HOLDINGS, INC.
29,767
$809
Pathstone Holdings, LLC
27,792
$756
HighTower Advisors, LLC
19,396
$527
ROYAL BANK OF CANADA
16,664
$453
FLOW TRADERS U.S. LLC
15,634
$0
Aegis Wealth Management LLC
14,096
$383
MIRAE ASSET SECURITIES (USA) INC.
13,712
$373
DENVER WEALTH MANAGEMENT, INC.
11,402
$310
Tower Research Capital LLC (TRC)
10,779
$293
ENVESTNET ASSET MANAGEMENT INC
9,628
$262
MORGAN STANLEY
9,356
$254
Focus Partners Wealth
7,860
$214
FIGURE 8 INVESTMENT STRATEGIES LLC
7,407
$201
Rossby Financial, LCC
7,377
$201
FMR LLC
5,911
$161
Farther Finance Advisors, LLC
5,442
$148
Millstone Evans Group, LLC
4,699
$128
TFC Financial Management, Inc.
4,522
$123
ASSETMARK, INC
4,396
$120
Asset Dedication, LLC
4,115
$112
Steward Partners Investment Advisory, LLC
3,159
$86
ORG Partners LLC
2,376
$65
PNC Financial Services Group, Inc.
1,729
$47
Evolution Advisers, Inc.
1,513
$0
JPMORGAN CHASE & CO
1,352
$37
AE Wealth Management LLC
1,211
$33
Kestra Advisory Services, LLC
1,020
$28
CWM, LLC
536
$0
Sankala Group LLC
345
$10
UBS Group AG
274
$7
Smartleaf Asset Management LLC
168
$5
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
92
$3
WELLS FARGO & COMPANY/MN
1
$0
Total (46 institutions)
1,996,245
$42,662