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EA Series Trust Strive Small-Cap ETF

7 hedge funds and large institutions have $1.6M invested in EA Series Trust Strive Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
1
WealthPLAN Partners
Nebraska
$998K +$998K +39,418 New
FMN
2
Financial Management Network
California
$566K +$106K +4,239 +23%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$13K
UBS Group
4
UBS Group
Switzerland
$11.2K +$11.2K +442 New
IGWM
5
ICA Group Wealth Management
Colorado
$10.6K +$10.6K +420 New
Osaic Holdings
6
Osaic Holdings
Arizona
$4.07K +$1.76K +70 +76%
AAS
7
Ameritas Advisory Services
Nebraska
$2.27K +$2.27K +90 New
Citadel Advisors
8
Citadel Advisors
Florida
-$410K -16,738 Closed
IA
9
IFP Advisors
Florida
-$1K -33 Closed