CUSIP 02072L771
EA SERIES TRUST
25 institutions · $46.7M total · 1,267,879 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Revolve Wealth Partners, LLC | 792,783 | $29.4M | 62.52% | 2025-12-31 |
| 2 | Philip James Wealth Mangement, LLC | 268,087 | $9.9M | 21.14% | 2025-12-31 |
| 3 | Proficio Capital Partners LLC | 43,335 | $1.6M | 3.41% | 2025-12-31 |
| 4 | NewEdge Advisors, LLC | 38,469 | $1.4M | 3.03% | 2025-12-31 |
| 5 | WEALTH EFFECTS LLC | 22,471 | $832.3K | 1.77% | 2025-12-31 |
| 6 | Compound Planning, Inc. | 14,344 | $531.2K | 1.13% | 2025-12-31 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,199 | $525.9K | 1.11% | 2025-12-31 |
| 8 | Womack Financial LLC | 11,923 | $441.6K | 0.94% | 2025-12-31 |
| 9 | Signature Wealth Management Group | 10,460 | $387.4K | 0.82% | 2025-12-31 |
| 10 | OneDigital Investment Advisors LLC | 10,460 | $387.4K | 0.82% | 2025-12-31 |
| 11 | SAX WEALTH ADVISORS, LLC | 8,064 | $279.9K | 0.63% | 2025-09-30 |
| 12 | Bravias Capital Group, LLC | 7,452 | $276.0K | 0.58% | 2025-12-31 |
| 13 | CLUNE & ASSOCIATES, LTD. | 7,052 | $244.8K | 0.55% | 2025-09-30 |
| 14 | CITADEL ADVISORS LLC | 7,701 | $229.3K | 0.60% | 2025-03-31 |
| 15 | Royal Bank of Canada | 4,748 | $176.0K | 0.37% | 2025-12-31 |
| 16 | AlphaCore Capital LLC | 887 | $32.9K | 0.06% | 2025-12-31 |
| 17 | Inlight Wealth Management, LLC | 774 | $28.7K | 0.06% | 2025-12-31 |
| 18 | Noble Wealth Management PBC | 650 | $24.1K | 0.05% | 2025-12-31 |
| 19 | AdvisorNet Financial, Inc | 277 | $8.4K | 0.02% | 2024-09-30 |
| 20 | JPMORGAN CHASE & CO | 158 | $5.9K | 0.01% | 2025-12-31 |
| 21 | Retirement Group, LLC | 142 | $3.3K | 0.01% | 2023-12-31 |
| 22 | UBS Group AG | 31 | $1.1K | 0.00% | 2025-12-31 |
| 23 | Tradition Wealth Management, LLC | 3,411 | $80 | 0.26% | 2023-12-31 |
| 24 | MORGAN STANLEY | 1 | $60 | 0.00% | 2025-09-30 |
| 25 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |