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

EA SERIES TRUST

SHOC
Institutions
52
Combined AUM (Q2 2026)
$36.9M
Combined Shares (Q2 2026)
303,412
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+49,115
26 · 15 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-83,711
24 · 6 Exit · ≈
⚖️ Net
-34,596
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$36.9M
Institutions
52
New Buys
15
Adds
11
Reduces
18
Exits
6
Unchanged
8
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#26$5.1M41,655$2.6M35,529+6,126+17.24%Add
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#19$4.5M37,187$2.9M40,857-3,670-8.98%Reduce
Demars Financial Group, LLC
0.78%0.65%#1$2.8M22,977$2.0M27,360-4,383-16.02%Reduce
GWN SECURITIES INC.
0.3%0.2%#3$1.8M14,496$1.0M14,414+82+0.57%Add
Dynamic Advisor Solutions LLC
0.05%0.03%#10$1.7M14,256$1.0M14,289-33-0.23%Reduce
HighTower Advisors, LLC
<0.01%<0.01%#24$1.7M13,703$886,24112,305+1,398+11.36%Add
Brookstone Capital Management
0.02%0.01%#16$1.7M13,538$1.3M18,024-4,486-24.89%Reduce
GTS SECURITIES LLC
0.03%0.04%#12$1.4M11,465$1.2M16,377-4,912-29.99%Reduce
UPTICK PARTNERS, LLC
0.2%0.15%#4$1.3M10,584$754,09210,470+114+1.09%Add
BIRCH FINANCIAL GROUP, LLC
0.6%0.47%#2$1.2M9,502$810,27711,250-1,748-15.54%Reduce
Cetera Investment Advisers
<0.01%<0.01%#28$1.1M9,193$2.0M27,770-18,577-66.90%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#43$1.0M8,450$288,8114,010+4,440+110.72%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#38$997,1518,733$229,5863,257+5,476+168.13%Add
Global Endowment Management, LP
0.09%0.06%#7$854,0007,000$504,0007,00000.00%Unchanged
HARBOUR INVESTMENTS, INC.
0.01%0.01%#18$807,7846,622$476,8736,621+1+0.02%Add
Mariner, LLC
<0.01%#33$763,6116,260$00+6,260New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#31$716,6605,875$449,7706,245-370-5.92%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#32$716,4645,875$531,5667,382-1,507-20.41%Reduce
D'Orazio & Associates, Inc.
0.08%0.05%#9$661,8475,425$390,6445,424+1+0.02%Add
Visionary Wealth Advisors
0.03%0.02%#13$658,1745,395$404,6035,618-223-3.97%Reduce
Equitable Holdings, Inc.
<0.01%<0.01%#23$585,1604,797$291,7344,051+746+18.42%Add
HRT FINANCIAL LP
<0.01%#29$548,2234,494$00+4,494New Buy
Kestra Advisory Services, LLC
<0.01%<0.01%#25$437,1333,583$287,1213,987-404-10.13%Reduce
PW Nova Financial Services LLC
0.08%0.06%#8$388,7823,187$228,8163,177+10+0.31%Add
Independent Wealth Network Inc.
0.09%#6$341,5722,800$00+2,800New Buy
Lauterbach Financial Advisors, LLC
0.12%#5$282,3782,315$00+2,315New Buy
Corient Private Wealth LLC
<0.01%#41$277,4052,274$00+2,274New Buy
Parallel Advisors, LLC
<0.01%<0.01%#22$273,1362,239$161,2592,23900.00%Unchanged
GOLDMAN SACHS GROUP INC
<0.01%#46$260,4492,135$00+2,135New Buy
CIBC Bancorp USA Inc.
<0.01%#39$244,4682,004$00+2,004New Buy
Fortis Group Advisors, LLC
0.04%#11$239,2221,961$00+1,961New Buy
Hilltop Holdings Inc.
0.02%#14$237,8811,950$00+1,950New Buy
JPMORGAN CHASE & CO
<0.01%<0.01%#48$235,9052,004$137,3112,012-8-0.40%Reduce
Lido Advisors, LLC
<0.01%#36$213,7651,752$00+1,752New Buy
AE Wealth Management LLC
<0.01%<0.01%#35$146,2891,199$86,3491,19900.00%Unchanged
Russell Investments Group, Ltd.
<0.01%#44$142,6811,170$00+1,170New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#47$126,0001,036$85,0001,176-140-11.90%Reduce
UBS Group AG
<0.01%<0.01%#49$75,268617$115,6691,606-989-61.58%Reduce
Kingdom Financial Group LLC.
0.02%0.01%#15$68,932565$44,576619-54-8.72%Reduce
Global Retirement Partners, LLC
<0.01%#27$67,095550$00+550New Buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%#40$60,995500$00+500New Buy
FMR LLC
<0.01%<0.01%#50$57,921475$34,540480-5-1.04%Reduce
IFP Advisors, Inc
<0.01%<0.01%#34$44,038361$26,00036100.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#51$32,660267$1492+265+13,250.00%Add
Allworth Financial LP
<0.01%<0.01%#45$25,298207$17,021236-29-12.29%Reduce
Geneos Wealth Management Inc.
<0.01%<0.01%#37$24,398200$14,40420000.00%Unchanged
IMG Wealth Management, Inc.
0.01%0.01%#17$22,812187$13,46818700.00%Unchanged
Main Street Group, LTD
0.01%#21$21,958180$00+180New Buy
LANARK FINANCIAL, INC.
<0.01%#30$13,540111$00+111New Buy
CoreCap Advisors, LLC
<0.01%<0.01%#42$6,10050$3,6015000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow