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

EA SERIES TRUST

AFOS
Institutions
14
Combined AUM (Q2 2026)
$282.0M
Combined Shares (Q2 2026)
6.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+113,192
9 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-19,622
3 · 0 Exit · ≈
⚖️ Net
+93,570
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$282.0M
Institutions
14
New Buys
3
Adds
6
Reduces
3
Exits
0
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ARS Investment Partners, LLC
11.46%10.58%#1$262.4M5.6M$203.5M5.6M-6,398-0.11%Reduce
NewEdge Advisors, LLC
0.03%0.03%#7$9.9M212,255$7.7M212,25500.00%Unchanged
NEW WAVE WEALTH ADVISORS LLC
0.73%0.1%#2$2.7M57,273$277,5107,680+49,593+645.74%Add
IFP Advisors, Inc
0.02%0.01%#8$1.2M26,635$564,48715,622+11,013+70.50%Add
MGO ONE SEVEN LLC
0.02%0.01%#9$1.2M26,131$346,9969,603+16,528+172.11%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#13$801,33917,179$201,6285,580+11,599+207.87%Add
FORTRESS PRIVATE LEDGER, LLC
0.22%0.15%#4$798,58617,120$477,00613,201+3,919+29.69%Add
ShoreHaven Wealth Partners, LLC
0.24%0.22%#3$767,53516,454$604,21016,721-267-1.60%Reduce
Ascentis Independent Advisors
0.08%0.05%#6$621,61317,203$621,61317,20300.00%Unchanged
ENVESTNET ASSET MANAGEMENT INC
<0.01%#12$473,27410,146$00+10,146New Buy
PRINCIPAL SECURITIES, INC.
0.01%#11$473,27410,146$00+10,146New Buy
Tiller Private Wealth, Inc.
0.11%0.1%#5$364,4307,813$281,7967,799+14+0.18%Add
GTS SECURITIES LLC
0.01%0.02%#10$292,2846,266$694,60419,223-12,957-67.40%Reduce
MORGAN STANLEY
<0.01%#14$10,915234$00+234New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow