EA Series Trust (CHGX): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 44

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$33.21

+23.8% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of CHGX (all 13F filers)

PFG Investments465 KType not verified+40 K
Natural Investments370 KType not verified+55 K
WCG Wealth Advisors360 KWealth adviser+322 K
Stance Capital272 KType not verified+6,049
World Investment Advisors207 KType not verified0
Colorado Capital Management158 KType not verified−4,368
Westfuller Advisors105 KType not verified−7,096
Cambridge Investment Research Advisors81 KWealth adviser+8,734
Commonwealth Equity Services71 KWealth adviser−5,827
Seeds Investor62 KType not verified+14 K

Filer	Type
PFG Investments	Type not verified	465 K	+40 K	$15.5M
Natural Investments	Type not verified	370 K	+55 K	$12.3M
WCG Wealth Advisors	Wealth adviser	360 K	+322 K	$12.0M
Stance Capital	Type not verified	272 K	+6,049	$9.0M
World Investment Advisors	Type not verified	207 K	0	$5.5M
Colorado Capital Management	Type not verified	158 K	−4,368	$5.2M
Westfuller Advisors	Type not verified	105 K	−7,096	$3.5M
Cambridge Investment Research Advisors	Wealth adviser	81 K	+8,734	$2.7M
Commonwealth Equity Services	Wealth adviser	71 K	−5,827	$2.4M
Seeds Investor	Type not verified	62 K	+14 K	$2.1M

PFG Investments
Shares
465 K
Change
+40 K
See more
Type
Type not verified
Value
$15.5M
Natural Investments
Shares
370 K
Change
+55 K
See more
Type
Type not verified
Value
$12.3M
WCG Wealth Advisors
Shares
360 K
Change
+322 K
See more
Type
Wealth adviser
Value
$12.0M
Stance Capital
Shares
272 K
Change
+6,049
See more
Type
Type not verified
Value
$9.0M
World Investment Advisors
Shares
207 K
Change
0
See more
Type
Type not verified
Value
$5.5M
Colorado Capital Management
Shares
158 K
Change
−4,368
See more
Type
Type not verified
Value
$5.2M
Westfuller Advisors
Shares
105 K
Change
−7,096
See more
Type
Type not verified
Value
$3.5M
Cambridge Investment Research Advisors
Shares
81 K
Change
+8,734
See more
Type
Wealth adviser
Value
$2.7M
Commonwealth Equity Services
Shares
71 K
Change
−5,827
See more
Type
Wealth adviser
Value
$2.4M
Seeds Investor
Shares
62 K
Change
+14 K
See more
Type
Type not verified
Value
$2.1M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗