FRDM EA SERIES TRUST: institutional ownership and insider trading

337 funds reported holding $2.57B of EA SERIES TRUST in their latest 13F filings; in Q2 2026 funds net bought $128M, with 59 new positions and 14 funds selling out.

Famous investors holding FRDM

Largest institutional holders of FRDM

  1. Retirement Planning Group, LLC — $188M
  2. WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $174M
  3. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO — $151M
  4. MAINSTAY CAPITAL MANAGEMENT LLC /ADV — $114M
  5. LPL Financial LLC — $79.1M
  6. Ellevest, Inc. — $73.1M
  7. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $58.9M
  8. Willis Johnson & Associates, Inc. — $57.4M
  9. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $53.8M
  10. Tanglewood Wealth Management, Inc. — $50.1M

All FRDM 13F holders