FER institutional holders

EA SERIES TRUST · 13F, 2026Q2

Managers holding47
Shares held1,523,666
Reported value$84.0m
Quarter flows7 new, 25 added, 7 trimmed, 3 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
OxenFree Capital LLC511,102$28.1m12.9%
UPTICK PARTNERS, LLC304,649$16.8m2.6%
WealthPlan Investment Management, LLC143,562$7.9m0.4%
Demars Financial Group, LLC69,970$3.9m1.1%
Advyzon Investment Management, LLC69,129$3.8m0.3%
StoneX Group Inc.49,616$2.7m0.1%
UBS Group AG45,656$2.5m0.0%
Everhart Financial Group, Inc.24,605$1.4m0.1%
Summit Financial, LLC22,680$1.3m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP19,859$1.1m0.0%
Cambridge Investment Research Advisors, Inc.19,158$1.1m0.0%
Worthington Financial Partners, LLC17,777$982,3830.8%
OSAIC HOLDINGS, INC.16,895$933,6910.0%
GWN SECURITIES INC.15,233$841,7700.1%
MML INVESTORS SERVICES, LLC14,675$810,9560.0%
LPL Financial LLC13,781$761,5460.0%
Essex Financial Services, Inc.12,822$708,5720.0%
RAYMOND JAMES FINANCIAL INC12,061$666,4980.0%
Whitener Capital Management, Inc.11,718$647,5950.1%
Kestra Advisory Services, LLC9,820$542,6670.0%
STIFEL FINANCIAL CORP9,111$503,4840.0%
Trilogy Capital Inc.8,588$474,5780.0%
Merit Financial Group, LLC8,361$462,0180.0%
Cetera Investment Advisers8,094$447,3070.0%
ENVESTNET ASSET MANAGEMENT INC7,724$426,8470.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FER"). FER price history · All 13F data

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