CUSIP 02072L631
EA SERIES TRUST
21 institutions · $31.1M total · 1,483,157 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | L.K. Benson & Company, P.C. | 431,139 | $9.8M | 29.06% | 2025-12-31 |
| 2 | BWM Planning, LLC | 401,212 | $9.1M | 27.05% | 2025-12-31 |
| 3 | Ethos Financial Group, LLC | 234,673 | $5.3M | 15.82% | 2025-12-31 |
| 4 | Valley Financial Group, Inc. | 49,054 | $1.1M | 3.30% | 2025-12-31 |
| 5 | IHT Wealth Management, LLC | 46,613 | $1.1M | 3.14% | 2025-12-31 |
| 6 | XY Planning Network, Inc. | 48,023 | $1.1M | 3.23% | 2025-12-31 |
| 7 | Quantinno Capital Management LP | 23,165 | $526.4K | 1.56% | 2025-12-31 |
| 8 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | 23,083 | $524.6K | 1.55% | 2025-12-31 |
| 9 | JANE STREET GROUP, LLC | 21,976 | $499.4K | 1.48% | 2025-12-31 |
| 10 | Empirical Finance, LLC | 15,658 | $370.6K | 1.05% | 2024-09-30 |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,688 | $293.5K | 0.85% | 2024-03-31 |
| 12 | Orcam Financial Group | 10,795 | $240.3K | 0.72% | 2024-12-31 |
| 13 | Federation des caisses Desjardins du Quebec | 10,578 | $240.2K | 0.71% | 2025-12-31 |
| 14 | AVANTAX ADVISORY SERVICES, INC. | 10,296 | $229.2K | 0.69% | 2024-12-31 |
| 15 | IronOak Wealth LLC. | 10,093 | $224.7K | 0.68% | 2025-03-31 |
| 16 | Savvy Advisors, Inc. | 8,816 | $201.0K | 0.59% | 2025-03-31 |
| 17 | UBS Group AG | 4,859 | $112.5K | 0.32% | 2025-09-30 |
| 18 | Royal Bank of Canada | 3,962 | $90.0K | 0.26% | 2025-12-31 |
| 19 | One Degree Advisors Inc | 116,473 | $2.6K | 7.85% | 2025-12-31 |
| 20 | MORGAN STANLEY | 1 | $23 | 0.00% | 2025-09-30 |
| 21 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |