Vault-13

EA SERIES TRUST CHGX

STANCE SUSTAINAB · ETP · CUSIP 02072L151

45 institutional holders +1 vs Q1 2026
2,659,4092.7m shares reported held*
$87.0mreported value*
7 new 12 added 9 reduced 4 sold out net bought ≈ $16.5m (+497.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $32.71.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q1 25: 1Q2 25: 42Q3 25: 42Q4 25: 46Q1 26: 44Q2 26: 4545Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 20251
Q2 202542
Q3 202542
Q4 202546
Q1 202644
Q2 202645

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 25: 40 bought or addedQ2 25: 0 cut or sold outQ2 25Q3 25: 15 bought or addedQ3 25: 19 cut or sold outQ3 25Q4 25: 21 bought or addedQ4 25: 15 cut or sold outQ4 25Q1 26: 16 bought or addedQ1 26: 19 cut or sold outQ1 26Q2 26: 19 bought or addedQ2 26: 13 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q2 2025400
Q3 20251519
Q4 20252115
Q1 20261619
Q2 20261913

Biggest buyers

WCG Wealth Advisors LLC Added +322,302+322.3k
Cambridge Investment Research Advisors, Inc. Added +90,175+90.2k
NATURAL INVESTMENTS, LLC Added +54,716+54.7k
PFG Investments, LLC Added +39,635+39.6k
OSAIC HOLDINGS, INC. New +30,496+30.5k
ENVESTNET ASSET MANAGEMENT INC Added +21,006+21.0k
Moss Adams Wealth Advisors LLC New +18,986+19.0k
Modern Wealth Management, LLC New +16,451+16.5k
SEEDS INVESTOR LLC Added +14,391+14.4k
CITADEL ADVISORS LLC New +14,053+14.1k

Biggest sellers

Private Advisor Group, LLC Sold out -70,947-70.9k
MIRAE ASSET SECURITIES (USA) INC. Reduced -26,103-26.1k
Tower Research Capital LLC (TRC) Sold out -20,279-20.3k
LPL Financial LLC Reduced -13,609-13.6k
Sanctuary Advisors, LLC Reduced -9,187-9.2k
Westfuller Advisors, LLC Reduced -7,096-7.1k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -5,827-5.8k
Colorado Capital Management, Inc. Reduced -4,368-4.4k
Ascentis Independent Advisors Sold out -2,376-2.4k
ASSETMARK, INC Reduced -576-576

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PFG Investments, LLC 0.60% of their portfolio WOODBURY, NY 465,343465.3k $15.5m $15.5m 0.60% Added +39.6k +39,635
2 NATURAL INVESTMENTS, LLC 2.70% of their portfolio WINDSOR, CA 369,592369.6k $12.3m $12.3m 2.70% Added +54.7k +54,716
3 WCG Wealth Advisors LLC 0.28% of their portfolio LAS VEGAS, NV 360,215360.2k $12.0m $12.0m 0.28% Added +322.3k +322,302
4 STANCE CAPITAL LLC 2.75% of their portfolio BOSTON, MA 272,253272.3k $9.0m $9.0m 2.75% Added +6.0k +6,049
5 World Investment Advisors 0.09% of their portfolio LINCROFT, NJ 206,809206.8k $5.5m $5.5m 0.09% Unchanged
6 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 162,882162.9k $5.4m $5.4m 0.01% Added +90.2k +90,175
7 Colorado Capital Management, Inc. 1.79% of their portfolio BOULDER, CO 157,978158.0k $5.2m $5.2m 1.79% Reduced -4.4k -4,368
8 Westfuller Advisors, LLC 1.27% of their portfolio New York, NY 104,651104.7k $3.5m $3.5m 1.27% Reduced -7.1k -7,096
9 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 71,01371.0k $2.4m $2.4m 0.00% Reduced -5.8k -5,827
10 SEEDS INVESTOR LLC 0.21% of their portfolio NEW YORK, NY 62,29562.3k $2.1m $2.1m 0.21% Added +14.4k +14,391
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 52,79052.8k $1.8m $1.8m 0.00% Reduced -13.6k -13,609
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 51,84851.8k $1.7m $1.7m 0.00% Added +21.0k +21,006
13 LaSalle St. Investment Advisors, LLC 0.16% of their portfolio ELMHURST, IL 39,48839.5k $1.3m $1.3m 0.16% Added +1.2k +1,239
14 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 30,49630.5k $1.0m $1.0m 0.00% New
15 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 27,16427.2k $902.0k $902.0k 0.00% Unchanged
16 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 19,52319.5k $648.3k $648.3k 0.00% Added +127 +127
17 Moss Adams Wealth Advisors LLC 0.04% of their portfolio SEATTLE, WA 18,98619.0k $630.5k $630.5k 0.04% New
18 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 16,45116.5k $546.3k $546.3k 0.01% New
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 16,26316.3k $540.0k $540.0k 0.00% Reduced -1 -1
20 Laird Norton Wetherby Trust Company, LLC 0.01% of their portfolio Seattle, WA 14,92514.9k $495.6k $495.6k 0.01% Unchanged
21 Aegis Wealth Management LLC 0.22% of their portfolio BETHESDA, MD 14,09614.1k $468.1k $468.1k 0.22% Unchanged
22 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,05314.1k $466.7k $466.7k 0.00% New
23 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 13,58213.6k $451.0k $451.0k 0.00% Reduced -9.2k -9,187
24 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 10,64910.6k $353.6k $353.6k 0.00% Added +5.0k +5,008
25 MIRAE ASSET SECURITIES (USA) INC. 0.01% of their portfolio NEW YORK, NY 9,7609.8k $324.1k $324.1k 0.01% Reduced -26.1k -26,103
26 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 9,3569.4k $310.7k $310.7k 0.00% Unchanged
27 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 7,8607.9k $261.0k $261.0k 0.00% Unchanged
28 Rossby Financial, LCC 0.05% of their portfolio MELBOURNE, FL 7,7747.8k $258.2k $258.2k 0.05% Added +319 +319
29 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 7,3237.3k $243.2k $243.2k 0.00% New
30 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 7,0657.1k $235.0k $235.0k 0.01% New
31 New Insight Wealth Advisors 0.06% of their portfolio SAN RAMON, CA 6,0736.1k $201.7k $201.7k 0.06% New
32 FMR LLC 0.00% of their portfolio BOSTON, MA 5,9115.9k $196.3k $196.3k 0.00% Unchanged
33 Millstone Evans Group, LLC 0.08% of their portfolio BOULDER, CO 4,6994.7k $156.0k $156.0k 0.08% Unchanged
34 TFC Financial Management, Inc. 0.02% of their portfolio BOSTON, MA 4,5224.5k $150.2k $150.2k 0.02% Unchanged
35 Asset Dedication, LLC 0.01% of their portfolio SAN FRANCISCO, CA 4,1154.1k $136.6k $136.6k 0.01% Unchanged
36 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,1593.2k $104.9k $104.9k 0.00% Unchanged
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,6892.7k $88.7k $88.7k 0.00% Added +2.0k +1,951
38 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 2,1672.2k $72.0k $72.0k 0.00% Reduced -576 -576
39 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,7291.7k $57.4k $57.4k 0.00% Unchanged
40 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,2111.2k $40.2k $40.2k 0.00% Unchanged
41 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 302302 $10.0k $10.0k 0.00% Unchanged
42 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 168168 $5.5k $5.5k 0.00% Unchanged
43 Sankala Group LLC 0.00% of their portfolio LYONS, CO 124124 $4.2k $4.2k 0.00% Unchanged
44 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 5757 $1.9k $1.9k 0.00% Unchanged
45 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $10 $10 0.00% Reduced -1 -1