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

EA SERIES TRUST

GEQ
Institutions
31
Combined AUM (Q2 2026)
$97.0M
Combined Shares (Q2 2026)
1.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.9M
31 · 31 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+1.9M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$97.0M
Institutions
31
New Buys
31
Adds
0
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Cresset Asset Management, LLC
0.05%#18$15.0M293,486$00+293,486New Buy
Vise Technologies, Inc.
0.16%#15$14.3M279,893$00+279,893New Buy
FRANKLIN RESOURCES INC
<0.01%#26$10.4M203,684$00+203,684New Buy
Robertson Stephens Wealth Management, LLC
0.23%#12$9.2M180,115$00+180,115New Buy
Stokes Family Office, LLC
1.03%#2$8.9M173,163$00+173,163New Buy
Berger Financial Group, Inc
0.42%#7$8.3M161,649$00+161,649New Buy
FIDUCIENT ADVISORS LLC
0.57%#6$4.0M77,334$00+77,334New Buy
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
0.68%#3$3.2M62,800$00+62,800New Buy
MAI Capital Management
0.01%#23$2.3M45,287$00+45,287New Buy
Forthright Family Wealth Advisory LLC
1.16%#1$2.0M39,973$00+39,973New Buy
Well Done, LLC
0.27%#10$2.0M39,079$00+39,079New Buy
HighTower Advisors, LLC
<0.01%#27$2.0M38,886$00+38,886New Buy
Walkner Condon Financial Advisors LLC
0.2%#13$1.7M34,171$00+34,171New Buy
Wealthcare Advisory Partners LLC
0.03%#19$1.4M26,964$00+26,964New Buy
CITADEL ADVISORS LLC
<0.01%#30$1.4M26,698$00+26,698New Buy
Goepper Burkhardt LLC
0.35%#8$1.2M23,027$00+23,027New Buy
NewEdge Advisors, LLC
<0.01%#25$1.2M22,772$00+22,772New Buy
Sanctuary Advisors, LLC
<0.01%#24$998,93319,531$00+19,531New Buy
Pacific Sage Partners, LLC
0.14%#16$994,41319,443$00+19,443New Buy
BAKER BOYER NATIONAL BANK
0.26%#11$960,52618,780$00+18,780New Buy
A4 Wealth Advisors LLC
0.57%#5$861,59716,846$00+16,846New Buy
Sherman Wealth Management LLC
0.59%#4$781,17615,273$00+15,273New Buy
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
0.32%#9$566,00211,066$00+11,066New Buy
Savant Capital, LLC
<0.01%#28$550,51310,500$00+10,500New Buy
WESCAP Management Group, Inc.
0.1%#17$545,45710,664$00+10,664New Buy
JANE STREET GROUP, LLC
<0.01%#31$483,3839,451$00+9,451New Buy
Visionary Wealth Advisors
0.02%#21$479,2519,370$00+9,370New Buy
GTS SECURITIES LLC
0.01%#22$434,2308,490$00+8,490New Buy
J. M. Brown & Associates Inc.
0.19%#14$336,6006,581$00+6,581New Buy
Mariner, LLC
<0.01%#29$272,1655,321$00+5,321New Buy
CAHILL FINANCIAL ADVISORS INC
0.02%#20$257,8505,041$00+5,041New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow