FRDM institutional holders

EA SERIES TRUST · 13F, 2026Q2

Managers holding318
Shares held35,471,053
Reported value$2.6bn
Quarter flows58 new, 140 added, 91 trimmed, 20 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Retirement Planning Group, LLC2,644,118$192.8m4.9%
WELLS FARGO & COMPANY/MN2,390,390$174.3m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,065,792$150.6m0.1%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,563,268$114.0m8.4%
LPL Financial LLC1,085,086$79.1m0.0%
Ellevest, Inc.1,003,101$73.1m7.8%
RAYMOND JAMES FINANCIAL INC808,250$58.9m0.0%
Tanglewood Wealth Management, Inc.795,880$58.0m4.9%
Willis Johnson & Associates, Inc.787,203$57.4m3.2%
MORGAN STANLEY737,550$53.8m0.0%
Aptus Capital Advisors, LLC664,025$48.4m0.3%
GUARDIAN WEALTH ADVISORS, LLC / NC610,225$44.5m2.5%
ENVESTNET ASSET MANAGEMENT INC586,334$42.7m0.0%
Coyle Financial Counsel LLC576,703$42.0m7.7%
Cambridge Investment Research Advisors, Inc.561,808$41.0m0.0%
Heck Capital Advisors, LLC555,714$40.6m2.4%
HighTower Advisors, LLC519,693$37.9m0.0%
Kestra Advisory Services, LLC477,013$34.8m0.1%
Janney Montgomery Scott LLC446,030$32.5m0.1%
Kathmere Capital Management, LLC445,746$32.5m1.7%
Integrated Wealth Concepts LLC428,571$31.2m0.2%
Investment Planning Advisors, Inc.411,418$30.0m6.9%
Legacy Financial Advisors, Inc.394,487$28.8m3.5%
First Heartland Consultants, Inc.335,216$24.4m1.6%
COMMONWEALTH EQUITY SERVICES, LLC323,223$23.6m0.0%

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

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