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

EA SERIES TRUST

SEMG
Institutions
11
Combined AUM (Q2 2026)
$98.7M
Combined Shares (Q2 2026)
3.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+276,474
5 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-131,373
4 · 0 Exit · ≈
⚖️ Net
+145,101
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$98.7M
Institutions
11
New Buys
4
Adds
1
Reduces
4
Exits
0
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#5$42.5M1.6M$38.6M1.6M-4,281-0.27%Reduce
PNC FINANCIAL SERVICES GROUP, INC.
0.02%0.02%#2$42.3M1.6M$38.6M1.6M-7,531-0.47%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#9$7.9M298,425$4.3M176,887+121,538+68.71%Add
CAPTRUST FINANCIAL ADVISORS
<0.01%#7$3.1M115,941$00+115,941New Buy
GTS SECURITIES LLC
0.02%#3$826,84431,184$00+31,184New Buy
Ashton Thomas Private Wealth, LLC
0.02%0.02%#4$752,67128,386$993,57041,278-12,892-31.23%Reduce
Suncoast Equity Management
0.09%0.39%#1$735,96127,756$3.2M134,425-106,669-79.35%Reduce
CARY STREET PARTNERS FINANCIAL LLC
0.01%0.01%#6$268,46810,125$243,70910,12500.00%Unchanged
TRUIST FINANCIAL CORP
<0.01%#10$203,6127,679$00+7,679New Buy
Farther Finance Advisors, LLC
<0.01%<0.01%#8$168,5856,358$154,0236,35800.00%Unchanged
MORGAN STANLEY
<0.01%#11$3,500132$00+132New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow