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

EA SERIES TRUST

AOTG
Institutions
5
Combined AUM (Q2 2026)
$1.8M
Combined Shares (Q2 2026)
28,099
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+4,729
2 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-27,298
3 · 2 Exit · ≈
⚖️ Net
-22,569
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.8M
Institutions
5
New Buys
1
Adds
1
Reduces
1
Exits
2
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
GTS SECURITIES LLC
0.02%0.03%#1$962,17914,703$721,21115,141-438-2.89%Reduce
UNITED CAPITAL FINANCIAL ADVISORS, LLC
<0.01%<0.01%#3$500,9287,665$365,2327,66500.00%Unchanged
KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%#2$306,3314,681$00+4,681New Buy
MORGAN STANLEY
<0.01%<0.01%#4$55,363846$46,36184600.00%Unchanged
UBS Group AG
<0.01%<0.01%#5$13,350204$7,431156+48+30.77%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow