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

EA SERIES TRUST

GDMA
Institutions
11
Combined AUM (Q2 2026)
$203.2M
Combined Shares (Q2 2026)
4.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+226,996
5 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-25,224
3 · 2 Exit · ≈
⚖️ Net
+201,772
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$203.2M
Institutions
11
New Buys
0
Adds
5
Reduces
1
Exits
2
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Almanack Investment Partners, LLC.
24.38%29.2%#1$191.4M4.4M$173.0M4.3M+157,885+3.71%Add
Vise Technologies, Inc.
0.06%0.04%#5$5.0M115,198$1.9M49,092+66,106+134.66%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#6$4.6M109,423$4.3M106,678+2,745+2.57%Add
Ethos Financial Group, LLC
0.06%0.06%#3$922,35621,764$885,68421,76400.00%Unchanged
Hudock, Inc.
0.06%0.06%#4$468,04410,781$438,73710,78100.00%Unchanged
HighTower Advisors, LLC
<0.01%<0.01%#7$336,1507,743$315,1017,74300.00%Unchanged
Redwood Wealth Management Group, LLC
0.13%0.14%#2$313,0677,693$313,0677,69300.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#10$102,4242,359$102,3902,659-300-11.28%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#9$56,0001,279$50,0001,237+42+3.40%Add
BlackRock, Inc.
<0.01%<0.01%#11$51,8361,194$48,5901,19400.00%Unchanged
Federation des caisses Desjardins du Quebec
<0.01%<0.01%#8$22,994530$12,697312+218+69.87%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow