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

EA SERIES TRUST

DTAN
Institutions
9
Combined AUM (Q2 2026)
$9.5M
Combined Shares (Q2 2026)
303,055
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+5,827
4 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-27,206
2 · 0 Exit · ≈
⚖️ Net
-21,379
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$9.5M
Institutions
9
New Buys
2
Adds
2
Reduces
2
Exits
0
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Philip James Wealth Mangement, LLC
0.63%0.66%#2$5.6M178,378$5.7M188,982-10,604-5.61%Reduce
STAPP WEALTH MANAGEMENT, PLLC
1.56%1.42%#1$1.2M37,846$1.1M36,917+929+2.52%Add
Proficio Capital Partners LLC
0.03%0.04%#4$780,44924,793$748,79124,79300.00%Unchanged
Mutual Advisors, LLC
0.01%0.01%#6$685,44721,775$657,64221,77500.00%Unchanged
Bravias Capital Group, LLC
0.28%0.22%#3$464,36714,752$342,70311,347+3,405+30.01%Add
Tradition Wealth Management, LLC
0.03%0.03%#5$422,03413,407$404,91413,40700.00%Unchanged
GTS SECURITIES LLC
0.01%0.03%#7$334,02410,611$821,88727,213-16,602-61.01%Reduce
Integrated Wealth Concepts LLC
<0.01%#8$46,4631,476$00+1,476New Buy
Steward Partners Investment Advisory, LLC
<0.01%#9$53517$00+17New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow