ENDW institutional holders
EA SERIES TRUST · 13F, 2026Q2
| Managers holding | 14 |
|---|---|
| Shares held | 3,037,223 |
| Reported value | $102.4m |
| Quarter flows | 0 new, 7 added, 3 trimmed, 1 exited |
Top 14 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,827,130 | $62.0m | 0.1% |
| Private Wealth Asset Management, LLC | 339,594 | $11.4m | 1.1% |
| NewEdge Advisors, LLC | 335,440 | $11.2m | 0.0% |
| Fermata Advisors, LLC | 184,765 | $6.2m | 1.2% |
| Apeiron RIA LLC | 108,745 | $3.6m | 0.9% |
| NATIXIS ADVISORS, LLC | 87,858 | $2.9m | 0.0% |
| Onyx Bridge Wealth Group LLC | 81,799 | $2.7m | 0.2% |
| Frazier Financial Advisors, LLC | 16,712 | $558,888 | 0.3% |
| Kesler, Norman & Wride, LLC | 12,912 | $431,798 | 0.1% |
| Maridea Wealth Management LLC | 11,525 | $385,416 | 0.0% |
| Financial Enhancement Group LLC | 11,014 | $368,325 | 0.0% |
| CAHILL FINANCIAL ADVISORS INC | 10,395 | $347,637 | 0.0% |
| CITADEL ADVISORS LLC | 9,177 | $306,894 | 0.0% |
| JNBA Financial Advisors | 157 | $5,259 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("ENDW"). ENDW price history · All 13F data