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EA Series Trust Strive Small-Cap ETF
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Overview Fund Activity

12 hedge funds and large institutions have $3.28M invested in EA Series Trust Strive Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, reducing their positions, and 2 closing their positions.

Holders
12
Holders Change
+5
Holders Change %
+71.43%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
4
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$464K
2
FMN
2
Financial Management Network
California
$933K
3
EFG
3
Everhart Financial Group
Ohio
$220K
4
SF
4
Safeguard Financial
Wisconsin
$214K
5
Creative Planning
5
Creative Planning
Kansas
$203K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$0
2
AAS
2
Ameritas Advisory Services
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WP
1
WealthPLAN Partners
Nebraska
$1.1M 41,322 +1,904 +5%
FMN
2
Financial Management Network
California
$933K 34,916 +12,197 +54%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$464K 17,449 +17,449 New
EFG
4
Everhart Financial Group
Ohio
$220K 8,263 +8,263 New
SF
5
Safeguard Financial
Wisconsin
$214K 8,077 +8,077 New
Creative Planning
6
Creative Planning
Kansas
$203K 7,647 +7,647 New
Osaic Holdings
7
Osaic Holdings
Arizona
$85.5K 3,216 +3,054 +1,885%
PA
8
Parallel Advisors
California
$31.9K 1,200 +1,200 New
IGWM
9
ICA Group Wealth Management
Colorado
$16.5K 620 +200 +48%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$14K 525 – –
JFA
11
JNBA Financial Advisors
Minnesota
$3.16K 119 +119 New
IA
12
IFP Advisors
Florida
$1.22K 46 +46 New
UBS Group
13
UBS Group
Switzerland
– – -442 Closed
AAS
14
Ameritas Advisory Services
Nebraska
– – -90 Closed
CFGS
15
Concourse Financial Group Securities
Alabama
– – – –