EA SERIES TRUST (FRDM) is held by 66 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is WELLS FARGO & COMPANY/MN as of Q1 2026.

Are institutions buying or selling FRDM?

In Q1 2026, 50 institutions opened or increased positions in EA SERIES TRUST while 12 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on FRDM?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for EA SERIES TRUST.

How many hedge funds hold FRDM?

66 institutional investors report holding EA SERIES TRUST (FRDM) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into FRDM?

As of Q1 2026, tracked institutions in EA SERIES TRUST show 50 buyers versus 12 sellers — net inflows.

EA SERIES TRUST

FRDM·02072L607·US·ETF·Unknown - Unknown

Holders

Avg rating(20 Elite)

$609.5M

Total Value

81% (68)

Fund Consensus

50 buying - 12 selling

No verdict yet — fewer than 2 funds hold FRDM.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WELLS FARGO & COMPANY/MN	Increased	2.1M(+42.9%)	$117.2M	0.0%	+57.37%	40
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1.9M(+23.1%)	$106.3M	0.1%	+93.51%	36
RAYMOND JAMES FINANCIAL INC	Decreased	794,463(-1.4%)	$43.4M	0.0%	+81.86%	0
LPL Financial LLC	Increased	767,211(+81.6%)	$41.9M	0.0%	+46.89%	45
Aptus Capital Advisors, LLC	Decreased	662,086(-1.2%)	$36.2M	0.3%	+94.06%	0
MORGAN STANLEY	Increased	590,365(+107.0%)	$32.3M	0.0%	+42.58%	47
ENVESTNET ASSET MANAGEMENT INC	Increased	472,044(+304.6%)	$25.8M	0.0%	+32.51%	46
Kestra Advisory Services, LLC	Increased	442,531(+18.6%)	$24.2M	0.1%	+103.96%	34
HighTower Advisors, LLC	Decreased	403,853(-3.5%)	$22.1M	0.0%	+131.27%	0
IWIntegrated Wealth Concepts LLC	Increased	323,392(+154.4%)	$17.7M	0.1%	+39.26%	55
COMMONWEALTH EQUITY SERVICES, LLC	Increased	254,839(+115.2%)	$13.9M	0.0%	+41.16%	45
JONES FINANCIAL COMPANIES LLLP	Increased	249,464(+82.8%)	$13.3M	0.0%	+35.15%	43
MML INVESTORS SERVICES, LLC	Increased	181,242(+170.0%)	$9.9M	0.0%	+37.71%	45
ROYAL BANK OF CANADA	Increased	174,131(+198.9%)	$9.5M	0.0%	+26.20%	45
OSAIC HOLDINGS, INC.	Increased	149,790(+97.6%)	$8.2M	0.0%	+42.78%	44
Baird Financial Group, Inc.	Increased	149,204(+31.5%)	$8.2M	0.0%	+47.69%	35
FWFocus Partners Wealth	Increased	133,104(+1.4%)	$7.3M	0.0%	+65.05%	28
Tidal Investments LLC	Increased	122,448(+3.4%)	$6.7M	0.0%	+65.33%	28
Bank Julius Baer & Co. Ltd, Zurich	New	119,500	$6.5M	0.0%	+21.92%	38
OneDigital Investment Advisors LLC	Decreased	118,950(-10.7%)	$6.5M	0.1%	+159.80%	0