FDIV institutional holders
EA SERIES TRUST · 13F, 2026Q2
| Managers holding | 15 |
|---|---|
| Shares held | 2,193,184 |
| Reported value | $60.9m |
| Quarter flows | 3 new, 6 added, 3 trimmed, 5 exited |
Top 15 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| San Luis Wealth Advisors LLC | 1,320,912 | $36.7m | 5.5% |
| Arrowroot Family Office, LLC | 276,563 | $7.7m | 2.2% |
| Empire Financial Management Company, LLC | 233,205 | $6.5m | 2.6% |
| NorthRock Partners, LLC | 95,504 | $2.7m | 0.0% |
| Mutual Advisors, LLC | 92,969 | $2.6m | 0.0% |
| MONEY CONCEPTS CAPITAL CORP | 54,866 | $1.5m | 0.1% |
| Andina Capital Management, LLC | 30,916 | $858,176 | 1.4% |
| FIDUCIARY FINANCIAL ADVISORS | 22,248 | $617,580 | 0.1% |
| Steelhead Wealth Management LLC | 21,341 | $592,000 | 0.2% |
| ROYAL BANK OF CANADA | 21,156 | $587,000 | 0.0% |
| Keeler Thomas Management LLC | 20,614 | $572,210 | 0.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,851 | $79,139 | 0.0% |
| CoreCap Advisors, LLC | 18 | $500 | 0.0% |
| AE Wealth Management LLC | 16 | $444 | 0.0% |
| MORGAN STANLEY | 5 | $139 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("FDIV"). FDIV price history · All 13F data