USEW institutional holders

EA SERIES TRUST · 13F, 2026Q2

Managers holding37
Shares held2,453,814
Reported value$136.8m
Quarter flows4 new, 3 added, 5 trimmed, 3 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Prism Advisors, Inc.757,627$42.3m10.3%
Cresset Asset Management, LLC520,481$29.1m0.1%
MAI Capital Management295,035$16.5m0.1%
Quantinno Capital Management LP108,492$6.1m0.0%
Clearview Wealth Management LLC69,865$3.9m2.5%
Astra Wealth Partners LLC54,495$3.0m1.6%
Nvest Wealth Strategies, Inc.49,699$2.8m1.7%
FIRST NATIONAL BANK SIOUX FALLS51,144$2.7m0.7%
HIGHLINE WEALTH PARTNERS LLC41,755$2.3m0.5%
Bleakley Financial Group, LLC39,665$2.2m0.0%
Sanctuary Advisors, LLC39,361$2.2m0.0%
EP Wealth Advisors, LLC32,912$1.8m0.0%
ROTHSCHILD INVESTMENT LLC32,501$1.8m0.1%
Riverwater Partners LLC29,285$1.6m0.5%
A4 Wealth Advisors LLC28,531$1.6m1.1%
Walkner Condon Financial Advisors LLC28,430$1.6m0.2%
MERCER GLOBAL ADVISORS INC /ADV22,725$1.3m0.0%
WESCAP Management Group, Inc.21,656$1.2m0.2%
GREENWOOD CAPITAL ASSOCIATES LLC21,521$1.2m0.1%
Cambria Investment Management, L.P.20,609$1.2m0.1%
Empowered Funds, LLC20,609$1.2m0.0%
NewEdge Advisors, LLC18,849$1.1m0.0%
HighTower Advisors, LLC18,648$1.0m0.0%
Wealthcare Advisory Partners LLC18,306$1.0m0.0%
FIDUCIENT ADVISORS LLC15,366$857,8860.1%

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

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