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

EA SERIES TRUST

GEW
Institutions
27
Combined AUM (Q2 2026)
$67.3M
Combined Shares (Q2 2026)
1.2M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+9,644
4 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-46,313
4 · 3 Exit · ≈
⚖️ Net
-36,669
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$67.3M
Institutions
27
New Buys
1
Adds
3
Reduces
1
Exits
3
Unchanged
22
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Cresset Asset Management, LLC
0.06%0.07%#17$17.4M317,521$16.0M317,52100.00%Unchanged
FIDUCIENT ADVISORS LLC
0.99%0.83%#1$6.9M126,131$6.4M126,13100.00%Unchanged
Private Wealth Asset Management, LLC
0.6%0.65%#5$6.2M114,157$6.1M121,210-7,053-5.82%Reduce
Berger Financial Group, Inc
0.24%0.24%#13$4.6M84,265$4.2M84,26500.00%Unchanged
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#22$4.5M83,068$4.2M83,06800.00%Unchanged
EXCHANGE TRADED CONCEPTS, LLC
0.02%0.02%#21$3.6M66,520$3.2M64,000+2,520+3.94%Add
Greenspring Advisors, LLC
0.16%0.16%#14$2.9M53,121$2.7M53,12100.00%Unchanged
ENTREWEALTH, LLC
0.95%1.03%#2$2.6M45,512$2.3M45,51200.00%Unchanged
WESCAP Management Group, Inc.
0.39%0.38%#7$2.1M38,397$1.9M38,39700.00%Unchanged
Paul R. Ried Financial Group, LLC
0.85%0.84%#3$2.0M35,666$1.8M35,66600.00%Unchanged
Aspect Partners, LLC
0.63%0.63%#4$1.7M30,742$1.6M30,74200.00%Unchanged
DAYMARK WEALTH PARTNERS, LLC
0.03%0.04%#19$1.4M26,199$1.3M26,19900.00%Unchanged
TWIN PEAKS WEALTH ADVISORS, LLC
0.32%0.32%#8$1.4M25,569$1.3M25,56900.00%Unchanged
CAHILL FINANCIAL ADVISORS INC
0.13%0.14%#15$1.4M25,509$1.3M25,50900.00%Unchanged
ONE PLUS ONE WEALTH MANAGEMENT, LLC
0.49%0.44%#6$1.1M20,922$1.1M20,92200.00%Unchanged
Prism Advisors, Inc.
0.27%0.28%#10$1.1M20,560$1.0M20,56000.00%Unchanged
Empirical Asset Management, LLC
0.24%0.26%#12$1.1M19,537$985,18419,53700.00%Unchanged
HighTower Advisors, LLC
<0.01%<0.01%#26$905,37716,553$834,70516,55300.00%Unchanged
Chicago Partners Investment Group LLC
0.02%0.02%#20$891,25416,313$870,32316,265+48+0.30%Add
Well Done, LLC
0.08%0.08%#16$584,26610,682$538,66010,68200.00%Unchanged
BLAIR WILLIAM & CO/IL
<0.01%<0.01%#25$560,63710,250$516,87510,25000.00%Unchanged
Wealthcare Advisory Partners LLC
0.01%0.01%#23$553,86010,126$510,62710,12600.00%Unchanged
General Partner, Inc.
0.25%0.26%#11$467,9278,555$431,4018,55500.00%Unchanged
Nvest Wealth Strategies, Inc.
0.29%0.3%#9$461,4978,437$425,4738,43700.00%Unchanged
Lavaca Capital LLC
0.04%#18$359,6286,575$00+6,575New Buy
Virtu Financial LLC
0.01%0.01%#24$290,0555,303$242,0004,802+501+10.43%Add
UBS Group AG
<0.01%<0.01%#27$24,832454$22,89445400.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow