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

EA SERIES TRUST

STXV
Institutions
32
Combined AUM (Q2 2026)
$48.6M
Combined Shares (Q2 2026)
1.3M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+47,947
15 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-131,228
15 · 5 Exit · ≈
⚖️ Net
-83,281
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$48.6M
Institutions
32
New Buys
5
Adds
10
Reduces
10
Exits
5
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
UPTICK PARTNERS, LLC
2.72%3.62%#2$17.5M461,106$18.2M517,058-55,952-10.82%Reduce
WealthPlan Investment Management, LLC
0.36%0.37%#4$7.3M191,968$6.7M189,820+2,148+1.13%Add
OxenFree Capital LLC
3.12%2.94%#1$6.8M177,386$6.1M169,012+8,374+4.95%Add
Advyzon Investment Management, LLC
0.28%0.46%#5$3.9M102,047$5.1M145,588-43,541-29.91%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#16$1.9M49,463$1.7M49,726-263-0.53%Reduce
Everhart Financial Group, Inc.
0.08%0.1%#6$1.2M32,880$1.2M33,367-487-1.46%Reduce
StoneX Group Inc.
0.04%0.05%#8$1.1M29,145$1.0M28,853+292+1.01%Add
PARAGON CAPITAL MANAGEMENT INC
0.71%0.73%#3$953,62625,155$859,79324,471+684+2.80%Add
Summit Financial, LLC
0.01%0.01%#13$753,41719,874$773,83822,025-2,151-9.77%Reduce
GTS SECURITIES LLC
0.02%0.03%#11$732,45919,321$813,65623,158-3,837-16.57%Reduce
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#19$703,65518,561$327,6739,326+9,235+99.02%Add
Merit Financial Group, LLC
<0.01%<0.01%#17$666,19617,573$616,27217,540+33+0.19%Add
Essex Financial Services, Inc.
0.03%0.03%#9$605,18215,964$560,43815,951+13+0.08%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#29$581,42615,337$600,25017,084-1,747-10.23%Reduce
Venture Visionary Partners LLC
0.02%0.02%#12$543,40214,334$503,62814,33400.00%Unchanged
HARBOUR INVESTMENTS, INC.
0.01%0.01%#14$448,73911,837$422,12512,014-177-1.47%Reduce
Betterment LLC
<0.01%<0.01%#23$422,35511,141$298,0008,479+2,662+31.40%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#24$392,80510,360$363,73210,350+10+0.10%Add
FLOW TRADERS U.S. LLC
0.02%#10$391,57210,329$00+10,329New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%#27$313,1768,261$00+8,261New Buy
Kestra Advisory Services, LLC
<0.01%<0.01%#20$298,8837,884$276,9467,882+2+0.03%Add
Farther Finance Advisors, LLC
<0.01%<0.01%#18$269,5407,110$249,7107,11000.00%Unchanged
Key Client Fiduciary Advisors, LLC
0.07%0.08%#7$235,9216,223$249,4607,100-877-12.35%Reduce
Chicago Partners Investment Group LLC
<0.01%<0.01%#15$225,5545,859$211,3635,85900.00%Unchanged
Cetera Investment Advisers
<0.01%#26$209,1115,516$00+5,516New Buy
Rockefeller Capital Management L.P.
<0.01%<0.01%#25$134,1673,539$127,5203,629-90-2.48%Reduce
Geneos Wealth Management Inc.
<0.01%<0.01%#22$37,9101,000$35,1351,00000.00%Unchanged
BLAIR WILLIAM & CO/IL
<0.01%<0.01%#28$19,448513$18,02451300.00%Unchanged
N.E.W. Advisory Services LLC
<0.01%<0.01%#21$14,368379$13,31637900.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%#30$14,210375$00+375New Buy
UBS Group AG
<0.01%#31$49313$00+13New Buy
MORGAN STANLEY
<0.01%<0.01%#32$381$46100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow