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

EA SERIES TRUST

STXT
Institutions
21
Combined AUM (Q2 2026)
$33.3M
Combined Shares (Q2 2026)
1.7M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+162,433
9 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-3.9M
18 · 8 Exit · ≈
⚖️ Net
-3.8M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$33.3M
Institutions
21
New Buys
2
Adds
7
Reduces
10
Exits
8
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
OxenFree Capital LLC
7.59%9.11%#1$16.6M846,242$18.8M936,122-89,880-9.60%Reduce
StoneX Group Inc.
0.12%0.17%#4$2.9M146,504$3.1M155,769-9,265-5.95%Reduce
Ethos Financial Group, LLC
0.17%0.34%#3$2.5M129,485$4.7M234,508-105,023-44.78%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#17$2.4M120,465$516,91525,957+94,508+364.09%Add
WealthPlan Investment Management, LLC
0.11%0.13%#5$2.3M117,523$2.4M118,825-1,302-1.10%Reduce
UPTICK PARTNERS, LLC
0.3%0.41%#2$1.9M96,946$2.1M103,751-6,805-6.56%Reduce
Integrated Advisors Network LLC
0.05%#7$1.1M55,302$00+55,302New Buy
Advyzon Investment Management, LLC
0.05%0.07%#8$673,04134,295$793,30139,836-5,541-13.91%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#12$436,32622,233$440,02522,096+137+0.62%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#13$373,07319,010$396,00019,868-858-4.32%Reduce
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#18$366,64818,788$281,28914,218+4,570+32.14%Add
LPL Financial LLC
<0.01%<0.01%#20$349,32717,800$438,05521,997-4,197-19.08%Reduce
Trilogy Capital Inc.
0.01%0.01%#11$302,18715,398$306,04315,368+30+0.20%Add
Balance Wealth Partners LLC
0.07%0.08%#6$279,27314,230$249,27712,517+1,713+13.69%Add
TCP Asset Management, LLC
0.02%0.03%#10$216,09211,011$213,32210,712+299+2.79%Add
GWN SECURITIES INC.
0.03%0.04%#9$205,88110,491$206,71810,380+111+1.07%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#19$114,8935,853$116,5325,85300.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%#21$113,0995,763$00+5,763New Buy
Allworth Financial LP
<0.01%<0.01%#16$108,3515,521$117,5755,904-383-6.49%Reduce
Aptus Capital Advisors, LLC
<0.01%<0.01%#15$67,6283,446$68,6253,44600.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#14$41,1972,099$120,4756,049-3,950-65.30%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow