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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 02072L250

EA SERIES TRUST

16 institutions · $14.3M total · 513,490 shares

#ManagerSharesValue% of TotalPeriod
1OxenFree Capital LLC161,931$4.6M31.53%2025-12-31
2UPTICK PARTNERS, LLC141,575$4.0M27.57%2025-12-31
3Advyzon Investment Management, LLC70,082$2.0M13.64%2025-12-31
4WealthPLAN Partners, LLC40,501$1.2M7.88%2025-12-31
5Wealthfront Advisers LLC5,717$796.2K1.11%2024-12-31
6GTS SECURITIES LLC20,809$593.3K4.05%2025-12-31
7Avantax Planning Partners, Inc.13,980$398.6K2.72%2025-12-31
8Grantvest Financial Group LLC13,011$370.9K2.53%2025-12-31
9CITADEL ADVISORS LLC8,879$218.2K1.72%2025-03-31
10UBS Group AG1,571$41.5K0.30%2025-06-30
11Kestra Advisory Services, LLC1,107$31.6K0.21%2025-12-31
12NBC SECURITIES, INC.415$11.8K0.08%2025-12-31
13JPMORGAN CHASE & CO137$3.9K0.02%2025-09-30
14Cambridge Investment Research Advisors, Inc.31,842$9086.20%2025-12-31
15CWM, LLC1,933$550.37%2025-09-30
16CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30