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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 02072L516

EA SERIES TRUST

66 institutions · $407.8M total · 4,586,937 shares

#ManagerSharesValue% of TotalPeriod
1WEALTHCARE CAPITAL MANAGEMENT LLC996,874$89.5M21.73%2025-12-31
2Insight Advisors, LLC/ PA924,825$83.0M20.16%2025-12-31
3Empowered Funds, LLC597,146$53.6M13.01%2025-12-31
4CONTINUUM WEALTH ADVISORS, LLC354,159$31.8M7.72%2025-12-31
5HighTower Advisors, LLC227,826$20.5M4.96%2025-12-31
6Wealthcare Advisory Partners LLC197,940$17.8M4.31%2025-12-31
7CULTIVAR CAPITAL, INC.196,050$17.6M4.27%2025-12-31
8Empirical Finance, LLC192,048$17.2M4.18%2025-09-30
9HILL ISLAND FINANCIAL LLC136,454$12.3M2.97%2025-12-31
10JPL Wealth Management, LLC107,086$9.6M2.33%2025-12-31
11L.K. Benson & Company, P.C.69,615$6.2M1.51%2025-12-31
12Maridea Wealth Management LLC68,147$6.1M1.48%2025-12-31
13Kathmere Capital Management, LLC55,913$5.0M1.21%2025-12-31
14CLG LLC34,559$3.1M0.75%2025-12-31
15IHT Wealth Management, LLC34,132$3.1M0.74%2025-12-31
16Ethos Financial Group, LLC23,700$2.1M0.51%2025-12-31
17OLD MISSION CAPITAL LLC23,524$2.1M0.51%2025-03-31
18Atria Investments, Inc22,433$2.0M0.48%2025-12-31
19SEEDS INVESTOR LLC22,106$2.0M0.48%2025-12-31
20Bravias Capital Group, LLC21,363$1.9M0.46%2025-12-31
21IronOak Wealth LLC.21,171$1.9M0.46%2025-03-31
22Austin Wealth Management, LLC19,112$1.7M0.41%2025-12-31
23Ferguson Shapiro LLC15,951$1.4M0.34%2024-09-30
24Valley Financial Group, Inc.14,820$1.3M0.32%2025-12-31
25BlackDiamond Wealth Management Inc.11,677$1.1M0.25%2025-12-31
26ENTREWEALTH, LLC11,638$1.1M0.25%2025-12-31
27WealthCollab, LLC9,738$874.2K0.21%2025-12-31
28MGO ONE SEVEN LLC9,300$832.6K0.20%2025-09-30
29Private Advisor Group, LLC8,372$751.6K0.18%2025-12-31
30Wealthcare Capital Partners, LLC8,285$743.8K0.18%2025-12-31
31Dynamic Advisor Solutions LLC7,732$694.2K0.16%2025-12-31
32McCartney Wealth Management LLC6,784$609.0K0.14%2025-12-31
33MML INVESTORS SERVICES, LLC6,472$581.0K0.14%2025-12-31
34XY Planning Network, Inc.5,902$529.9K0.12%2025-12-31
35Capstone Financial Advisors, Inc.5,561$499.2K0.12%2025-12-31
36PNC Financial Services Group, Inc.5,185$465.5K0.11%2025-12-31
37Latitude Advisors, LLC4,942$443.7K0.10%2025-12-31
38Federation des caisses Desjardins du Quebec4,926$442.2K0.10%2025-12-31
39Quantinno Capital Management LP4,174$374.7K0.09%2025-12-31
40Rockwood Wealth Management, LLC4,156$373.1K0.09%2025-12-31
41Fisher Asset Management, LLC4,322$366.8K0.09%2024-06-30
42JANE STREET GROUP, LLC4,046$355.9K0.08%2025-03-31
43Foundry Financial LLC3,780$339.4K0.08%2025-12-31
44Pensionmark Financial Group, LLC3,757$337.3K0.08%2025-12-31
45MORGAN STANLEY3,730$334.9K0.08%2025-12-31
46Orcam Financial Group3,680$330.4K0.08%2025-12-31
47LPL Financial LLC3,588$322.1K0.07%2025-12-31
48North Berkeley Wealth Management, LLC3,414$306.5K0.07%2025-12-31
49ENVESTNET ASSET MANAGEMENT INC3,241$291.0K0.07%2025-12-31
50SUSQUEHANNA INTERNATIONAL GROUP, LLP3,655$282.8K0.07%2023-06-30
51BENJAMIN EDWARDS INC3,091$277.5K0.06%2025-12-31
52TWO SIGMA SECURITIES, LLC3,046$266.6K0.06%2024-12-31
53Jessup Wealth Management, Inc2,661$238.9K0.05%2025-12-31
54Atria Wealth Solutions, Inc.2,502$219.0K0.05%2024-12-31
55BARON SILVER STEVENS FINANCIAL ADVISORS, LLC2,517$203.7K0.05%2023-09-30
56Stephens Consulting, LLC976$86.7K0.02%2025-06-30
57ADVISOR GROUP HOLDINGS, INC.857$69.7K0.01%2023-12-31
58IFP Advisors, Inc267$23.5K0.00%2025-03-31
59PRINCIPAL SECURITIES, INC.231$20.5K0.00%2025-06-30
60Royal Bank of Canada98$9.0K0.00%2025-09-30
61Luminist Capital LLC44$4.0K0.00%2025-12-31
62UBS Group AG31$2.8K0.00%2025-06-30
63COMMONWEALTH EQUITY SERVICES, LLC21,534$1.9K0.46%2025-06-30
64CENTAURUS FINANCIAL, INC.16,829$1.5K0.36%2025-12-31
65Cambridge Investment Research Advisors, Inc.3,242$2510.07%2023-06-30
66CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30