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

EA SERIES TRUST

TBG
Institutions
28
Combined AUM (Q2 2026)
$168.4M
Combined Shares (Q2 2026)
4.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+849,932
22 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-25,625
6 · 4 Exit · ≈
⚖️ Net
+824,307
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$168.4M
Institutions
28
New Buys
7
Adds
15
Reduces
2
Exits
4
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
HighTower Advisors, LLC
0.08%0.08%#8$85.1M2.3M$78.4M2.3M+84,772+3.77%Add
Abundance Wealth Counselors
3.71%4.6%#1$57.2M1.6M$32.1M920,940+646,808+70.23%Add
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#12$5.6M154,867$4.6M131,702+23,165+17.59%Add
EverSource Wealth Advisors, LLC
0.15%0.11%#7$4.6M125,648$3.6M104,681+20,967+20.03%Add
Stokes Capital Advisors, LLC
0.62%0.52%#3$2.9M79,995$2.3M67,138+12,857+19.15%Add
Boyer Financial Services, Inc.
2.24%2.32%#2$2.7M71,135$2.2M62,788+8,347+13.29%Add
Insight Wealth Partners, LLC
0.32%0.3%#5$2.4M65,119$2.1M60,510+4,609+7.62%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#20$2.1M57,255$1.8M50,288+6,967+13.85%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#19$1.6M43,216$1.5M42,097+1,119+2.66%Add
Geneos Wealth Management Inc.
0.02%0.01%#9$967,43026,534$564,87116,204+10,330+63.75%Add
Forefront Wealth Partners, LLC
0.22%0.23%#6$541,27115,527$541,27115,52700.00%Unchanged
Charis Legacy Partners, LLC
0.61%0.5%#4$492,88313,518$343,4709,853+3,665+37.20%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#25$303,1658,315$00+8,315New Buy
Cetera Investment Advisers
<0.01%<0.01%#22$287,7557,892$273,9137,858+34+0.43%Add
GTS SECURITIES LLC
0.01%#16$271,1537,437$00+7,437New Buy
Traynor Capital Management, Inc.
0.01%0.01%#13$259,9537,130$246,4067,13000.00%Unchanged
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#24$241,9746,637$238,7256,848-211-3.08%Reduce
Keel Point, LLC
0.01%0.02%#11$241,5626,625$229,6196,587+38+0.58%Add
Inspire Advisors, LLC
0.01%0.02%#10$214,6775,888$203,8655,848+40+0.68%Add
Betterment LLC
<0.01%#21$206,2545,657$00+5,657New Buy
Capital Advisors, Ltd. LLC
0.01%0.01%#15$83,7492,297$45,0001,294+1,003+77.51%Add
Institute for Wealth Management, LLC.
<0.01%#17$49,6231,361$00+1,361New Buy
Bare Financial Services, Inc
0.01%#14$45,5751,250$00+1,250New Buy
Integrated Wealth Concepts LLC
<0.01%#23$29,176800$00+800New Buy
Hilltop National Bank
<0.01%<0.01%#18$14,438396$13,80539600.00%Unchanged
JPMORGAN CHASE & CO
<0.01%#27$14,318391$00+391New Buy
MORGAN STANLEY
<0.01%<0.01%#28$3,790103$6,779205-102-49.76%Reduce
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#26$1,24034$1,1853400.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow