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

CDIG
Institutions
10
Combined AUM (Q2 2026)
$43.7M
Combined Shares (Q2 2026)
1.7M
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+348,559
9 institutions added · 2 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-858
1 institutions reduced · 1 exits
Est. sell amount
⚖️ Net Share Change
+347,701
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$43.7M
Institutions
10
New Buys
2
Adds
7
Reduces
0
Exits
1
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Allegheny Financial Group
3.9%4.03%#1$36.7M1.4M$29.9M1.2M+229,310+19.06%Add
Lakeridge Wealth Management LLC
1.23%0.71%#2$3.4M130,934$1.7M66,571+64,363+96.68%Add
Farther Finance Advisors, LLC
0.01%0.01%#5$1.2M46,381$827,80133,287+13,094+39.34%Add
JANE STREET GROUP, LLC
<0.01%#9$606,92723,670$00+23,670New Buy
CASCADE INVESTMENT GROUP, INC.
0.34%0.38%#3$599,31223,373$580,43323,37300.00%Unchanged
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
0.05%0.03%#4$394,87415,400$216,0008,700+6,700+77.01%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#8$296,20711,552$230,6789,289+2,263+24.36%Add
World Investment Advisors
<0.01%<0.01%#6$296,20711,552$260,41510,486+1,066+10.17%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#7$243,2589,487$43,0861,735+7,752+446.80%Add
Integrated Wealth Concepts LLC
<0.01%#10$8,744341$00+341New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow