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EA Series Trust Strive Small-Cap ETF

22 hedge funds and large institutions have $16M invested in EA Series Trust Strive Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
12
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OC
1
OxenFree Capital
Florida
$6.87M 229,153 +14,908 +7%
FMN
2
Financial Management Network
California
$3.15M 108,666 +49,838 +85%
WP
3
WealthPLAN Partners
Nebraska
$1.65M 55,061 +6,377 +13%
HP
4
Holistic Planning
Texas
$975K 32,520 +19,761 +155%
PCMU
5
Paragon Capital Management (Utah)
Utah
$753K 25,109 +25,109 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$473K 15,773 +15,773 New
PP
7
PDS Planning
Ohio
$398K 13,262 +34 +0.3%
WIA
8
World Investment Advisors
California
$334K 11,141 +11,141 New
EFS
9
Essex Financial Services
Connecticut
$293K 9,771 +2,575 +36%
SF
10
Safeguard Financial
Wisconsin
$257K 8,567 +19 +0.2%
EFG
11
Everhart Financial Group
Ohio
$246K 8,213 -14 -0.2%
Osaic Holdings
12
Osaic Holdings
Arizona
$241K 8,021 +1,978 +33%
Creative Planning
13
Creative Planning
Kansas
$229K 7,647 -1,517 -17%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$27K 913 +32 +4%
IGWM
15
ICA Group Wealth Management
Colorado
$18.6K 620
PA
16
Parallel Advisors
California
$16.5K 550 -650 -54%
JFA
17
JNBA Financial Advisors
Minnesota
$10.9K 363 +244 +205%
SAM
18
Smartleaf Asset Management
Massachusetts
$10.8K 363 +363 New
UBS Group
19
UBS Group
Switzerland
$7.23K 241 +224 +1,318%
ITIM
20
Indiana Trust & Investment Management
Indiana
$4.5K 150
HI
21
Harbour Investments
Wisconsin
$1.45K 48 +6 +14%
Morgan Stanley
22
Morgan Stanley
New York
$48 1 +1 New
Bank of America
23
Bank of America
North Carolina
-23 Closed
CFGS
24
Concourse Financial Group Securities
Alabama