13FBOX
EA SERIES TRUST · 13F Institutional Holdings
Options Calculator Rankings
E

EA SERIES TRUST

MDLV
Institutions
11
Combined AUM (Q2 2026)
$37.9M
Combined Shares (Q2 2026)
1.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+109,766
7 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-41,363
6 · 3 Exit · ≈
⚖️ Net
+68,403
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$37.9M
Institutions
11
New Buys
4
Adds
3
Reduces
3
Exits
3
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#6$17.6M573,565$16.7M552,181+21,384+3.87%Add
Beacon Pointe Advisors, LLC
0.07%0.07%#3$15.0M489,664$13.4M445,414+44,250+9.93%Add
DIVERSIFIED MANAGEMENT INC
0.63%0.47%#1$3.0M96,481$2.8M91,279+5,202+5.70%Add
MIRAE ASSET SECURITIES (USA) INC.
0.02%#4$614,15020,000$00+20,000New Buy
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
0.24%0.37%#2$553,38718,021$817,22627,092-9,071-33.48%Reduce
Atria Investments, Inc
<0.01%#7$253,7368,263$00+8,263New Buy
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#9$244,2177,953$239,8997,95300.00%Unchanged
GTS SECURITIES LLC
<0.01%0.02%#5$235,9917,685$467,76915,507-7,822-50.44%Reduce
JPMORGAN CHASE & CO
<0.01%#10$168,5835,454$00+5,454New Buy
EP Wealth Advisors, LLC
<0.01%#8$160,0785,213$00+5,213New Buy
UBS Group AG
<0.01%<0.01%#11$30,8301,004$43,5281,443-439-30.42%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow