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

EA SERIES TRUST

STXG
Institutions
47
Combined AUM (Q2 2026)
$83.5M
Combined Shares (Q2 2026)
1.5M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+82,358
32 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-116,381
11 · 3 Exit · ≈
⚖️ Net
-34,023
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$83.5M
Institutions
47
New Buys
7
Adds
25
Reduces
8
Exits
3
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
OxenFree Capital LLC
12.88%12.63%#1$28.1M511,102$26.0M506,640+4,462+0.88%Add
UPTICK PARTNERS, LLC
2.62%3.12%#2$16.8M304,649$15.6M333,587-28,938-8.67%Reduce
WealthPlan Investment Management, LLC
0.39%0.37%#5$7.9M143,562$6.6M140,954+2,608+1.85%Add
Demars Financial Group, LLC
1.07%1.06%#3$3.9M69,970$3.2M68,670+1,300+1.89%Add
Advyzon Investment Management, LLC
0.28%0.41%#6$3.8M69,129$4.6M98,427-29,298-29.77%Reduce
StoneX Group Inc.
0.11%0.11%#9$2.7M49,616$2.0M43,314+6,302+14.55%Add
UBS Group AG
<0.01%<0.01%#32$2.5M45,656$2.1M44,427+1,229+2.77%Add
Everhart Financial Group, Inc.
0.09%0.1%#10$1.4M24,605$1.2M25,194-589-2.34%Reduce
Summit Financial, LLC
0.01%0.01%#16$1.3M22,680$1.1M23,473-793-3.38%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#39$1.1M19,859$740,72415,792+4,067+25.75%Add
Worthington Financial Partners, LLC
0.81%0.7%#4$982,38317,777$814,16517,358+419+2.41%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#26$933,69116,895$360,6307,687+9,208+119.79%Add
GWN SECURITIES INC.
0.14%0.14%#7$841,77015,233$713,26515,206+27+0.18%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#23$810,95614,675$306,9976,545+8,130+124.22%Add
LPL Financial LLC
<0.01%<0.01%#35$761,54613,781$623,13313,285+496+3.73%Add
Essex Financial Services, Inc.
0.04%0.03%#13$708,57212,822$577,96012,322+500+4.06%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#34$666,49812,061$998,60821,290-9,229-43.35%Reduce
WHITENER CAPITAL MANAGEMENT, INC.
0.14%0.12%#8$647,59511,718$535,94911,426+292+2.56%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#22$542,6679,820$456,0349,723+97+1.00%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#24$529,3419,579$261,0005,573+4,006+71.88%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#30$503,4849,111$303,9036,479+2,632+40.62%Add
Trilogy Capital Inc.
0.02%0.02%#15$474,5788,588$401,9768,570+18+0.21%Add
Merit Financial Group, LLC
<0.01%<0.01%#20$462,0188,361$391,6858,351+10+0.12%Add
Cetera Investment Advisers
<0.01%<0.01%#31$447,3078,094$349,2567,446+648+8.70%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%#37$426,8477,724$00+7,724New Buy
CITADEL ADVISORS LLC
<0.01%#42$404,8397,326$00+7,326New Buy
Venture Visionary Partners LLC
0.01%0.01%#18$336,8696,096$285,9336,09600.00%Unchanged
Dynamic Advisor Solutions LLC
0.01%0.01%#17$335,9736,080$286,2926,104-24-0.39%Reduce
Janney Montgomery Scott LLC
<0.01%<0.01%#28$332,7246,021$281,0005,986+35+0.58%Add
Betterment LLC
<0.01%<0.01%#29$331,1775,993$206,0004,384+1,609+36.70%Add
Farther Finance Advisors, LLC
<0.01%<0.01%#21$317,6935,749$272,6185,74900.00%Unchanged
Hilltop Holdings Inc.
0.02%0.02%#14$303,9335,500$257,9785,50000.00%Unchanged
Key Client Fiduciary Advisors, LLC
0.08%0.1%#11$276,3035,000$304,8836,500-1,500-23.08%Reduce
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#36$263,8794,906$125,3642,748+2,158+78.53%Add
DAVENPORT & Co LLC
<0.01%<0.01%#25$242,5944,390$205,1164,373+17+0.39%Add
Balance Wealth Partners LLC
0.06%#12$224,4764,062$00+4,062New Buy
GOLDMAN SACHS GROUP INC
<0.01%#43$218,7213,958$00+3,958New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#33$209,3603,789$00+3,789New Buy
MONEY CONCEPTS CAPITAL CORP
0.01%#19$200,8723,635$00+3,635New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#44$88,0821,594$51611+1,583+14,390.91%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#45$62,0001,117$52,0001,11700.00%Unchanged
Geneos Wealth Management Inc.
<0.01%<0.01%#27$33,156600$28,14360000.00%Unchanged
Rockefeller Capital Management L.P.
<0.01%<0.01%#41$31,072562$26,357561+1+0.18%Add
BLAIR WILLIAM & CO/IL
<0.01%<0.01%#40$27,630500$23,45350000.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#38$7,184130$6,09813000.00%Unchanged
FMR LLC
<0.01%#46$55310$00+10New Buy
MORGAN STANLEY
<0.01%<0.01%#47$1162$73,3321,469-1,467-99.86%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow