EA Series Trust (GEQ): which funds own it
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.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of GEQ (all 13F filers)
- Cresset Asset Management293 KWealth adviser+293 K
- Vise Technologies280 KType not verified+280 K
- Franklin Resources204 KInvestment firm+204 K
- Robertson Stephens Wealth Management180 KWealth adviser+180 K
- Stokes Family Office173 KType not verified+173 K
- Berger Financial Group162 KType not verified+162 K
- Fiducient Advisors77 KType not verified+77 K
- Summit Wealth & Retirement Planning63 KWealth adviser+63 K
- MAI Capital Management45 KType not verified+45 K
- Forthright Family Wealth Advisory40 KWealth adviser+40 K
- Shares
- 293 K
- Change
- +293 K
See more
- Type
- Wealth adviser
- Value
- $15.0M
- Shares
- 280 K
- Change
- +280 K
See more
- Type
- Type not verified
- Value
- $14.3M
- Shares
- 204 K
- Change
- +204 K
See more
- Type
- Investment firm
- Value
- $10.4M
- Shares
- 180 K
- Change
- +180 K
See more
- Type
- Wealth adviser
- Value
- $9.2M
- Stokes Family Office
- Shares
- 173 K
- Change
- +173 K
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- Type
- Type not verified
- Value
- $8.9M
- Shares
- 162 K
- Change
- +162 K
See more
- Type
- Type not verified
- Value
- $8.3M
- Fiducient Advisors
- Shares
- 77 K
- Change
- +77 K
See more
- Type
- Type not verified
- Value
- $4.0M
- Summit Wealth & Retirement Planning
- Shares
- 63 K
- Change
- +63 K
See more
- Type
- Wealth adviser
- Value
- $3.2M
- Shares
- 45 K
- Change
- +45 K
See more
- Type
- Type not verified
- Value
- $2.3M
- Forthright Family Wealth Advisory
- Shares
- 40 K
- Change
- +40 K
See more
- Type
- Wealth adviser
- Value
- $2.0M
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 ↗