SFGV EA SERIES TRUST: institutional ownership and insider trading

13 funds reported holding $2.03B of EA SERIES TRUST in their latest 13F filings; in Q2 2026 funds net sold $11.4M, with 1 new positions and 0 funds selling out.

Largest institutional holders of SFGV

  1. Sequoia Financial Advisors, LLC — $1.10B
  2. Carlson Capital Management — $909M
  3. Cerity Partners LLC — $6.57M
  4. Forum Finance Group S.A. — $2.29M
  5. SlateStone Wealth, LLC — $2.24M
  6. MERCER GLOBAL ADVISORS INC /ADV — $1.36M
  7. BlackRock, Inc. (BLK) — $1.13M
  8. EPIQ PARTNERS, LLC — $960K
  9. Mariner, LLC — $569K
  10. OSAIC HOLDINGS, INC. — $321K

All SFGV 13F holders