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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 02072L631

EA SERIES TRUST

22 institutions · $31.3M total · 1,491,815 shares

#ManagerSharesValue% of TotalPeriod
1L.K. Benson & Company, P.C.431,139$9.8M28.90%2025-12-31
2BWM Planning, LLC401,212$9.1M26.89%2025-12-31
3Ethos Financial Group, LLC234,673$5.3M15.73%2025-12-31
4Valley Financial Group, Inc.49,054$1.1M3.28%2025-12-31
5IHT Wealth Management, LLC46,613$1.1M3.12%2025-12-31
6XY Planning Network, Inc.48,023$1.1M3.21%2025-12-31
7Quantinno Capital Management LP23,165$526.4K1.55%2025-12-31
8ONE PLUS ONE WEALTH MANAGEMENT, LLC23,083$524.6K1.54%2025-12-31
9JANE STREET GROUP, LLC21,976$499.4K1.47%2025-12-31
10Empirical Finance, LLC15,658$370.6K1.04%2024-09-30
11SUSQUEHANNA INTERNATIONAL GROUP, LLP12,688$293.5K0.85%2024-03-31
12Orcam Financial Group10,795$240.3K0.72%2024-12-31
13Federation des caisses Desjardins du Quebec10,578$240.2K0.70%2025-12-31
14AVANTAX ADVISORY SERVICES, INC.10,296$229.2K0.69%2024-12-31
15IronOak Wealth LLC.10,093$224.7K0.67%2025-03-31
16CITADEL ADVISORS LLC8,658$203.6K0.58%2023-09-30
17Savvy Advisors, Inc.8,816$201.0K0.59%2025-03-31
18UBS Group AG4,859$112.5K0.32%2025-09-30
19Royal Bank of Canada3,962$90.0K0.26%2025-12-31
20One Degree Advisors Inc116,473$2.6K7.80%2025-12-31
21MORGAN STANLEY1$230.00%2025-09-30
22CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30