CUSIP 02072Q358
EA SERIES TRUST
33 institutions · $283.3M total · 5,785,556 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Cache Advisors, LLC | 3,631,067 | $179.1M | 62.76% | 2025-12-31 |
| 2 | Everest Management Corp. | 381,936 | $18.8M | 6.60% | 2025-12-31 |
| 3 | Beacon Pointe Advisors, LLC | 359,759 | $17.7M | 6.21% | 2025-12-31 |
| 4 | Truepoint, Inc. | 245,500 | $12.1M | 4.24% | 2025-12-31 |
| 5 | JPL Wealth Management, LLC | 229,360 | $11.3M | 3.96% | 2025-12-31 |
| 6 | Ethos Financial Group, LLC | 100,455 | $5.0M | 1.73% | 2025-12-31 |
| 7 | Seed Wealth Management, Inc. | 91,621 | $4.5M | 1.58% | 2025-12-31 |
| 8 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 83,311 | $4.1M | 1.43% | 2025-12-31 |
| 9 | Meredith Wealth Planning | 81,272 | $4.0M | 1.40% | 2025-12-31 |
| 10 | Ledyard National Bank | 68,656 | $3.4M | 1.18% | 2025-12-31 |
| 11 | Revolve Wealth Partners, LLC | 53,012 | $2.6M | 0.91% | 2025-12-31 |
| 12 | TWIN PEAKS WEALTH ADVISORS, LLC | 49,139 | $2.4M | 0.84% | 2025-12-31 |
| 13 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 43,122 | $2.1M | 0.74% | 2025-12-31 |
| 14 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 39,418 | $1.9M | 0.68% | 2025-12-31 |
| 15 | Soundwatch Capital LLC | 37,001 | $1.8M | 0.63% | 2025-12-31 |
| 16 | FIDELITY D & D BANCORP INC | 32,817 | $1.6M | 0.56% | 2025-12-31 |
| 17 | Magnolia Private Wealth, LLC | 32,766 | $1.6M | 0.56% | 2025-12-31 |
| 18 | QUARRY HILL ADVISORS, LLC | 20,168 | $994.8K | 0.34% | 2025-12-31 |
| 19 | Family CFO Inc | 19,852 | $979.2K | 0.34% | 2025-12-31 |
| 20 | Sherman Wealth Management LLC | 17,799 | $878.0K | 0.30% | 2025-12-31 |
| 21 | Prairiewood Capital, LLC | 15,546 | $766.9K | 0.26% | 2025-12-31 |
| 22 | CONTINUUM WEALTH ADVISORS, LLC | 15,437 | $761.5K | 0.26% | 2025-12-31 |
| 23 | Royal Bank of Canada | 15,327 | $756.0K | 0.26% | 2025-12-31 |
| 24 | Creative Planning | 14,259 | $703.4K | 0.24% | 2025-12-31 |
| 25 | McCarthy Grittinger Financial Group, LLC | 14,031 | $692.1K | 0.24% | 2025-12-31 |
| 26 | Schiavi & Co LLC | 9,817 | $484.3K | 0.16% | 2025-12-31 |
| 27 | Cerity Partners LLC | 9,378 | $462.6K | 0.16% | 2025-12-31 |
| 28 | XY Planning Network, Inc. | 8,501 | $419.4K | 0.14% | 2025-12-31 |
| 29 | Perigon Wealth Management, LLC | 7,502 | $370.1K | 0.12% | 2025-12-31 |
| 30 | Midwest Capital Advisors, LLC | 6,605 | $325.8K | 0.11% | 2025-12-31 |
| 31 | ZWJ INVESTMENT COUNSEL INC | 5,104 | $251.8K | 0.08% | 2025-12-31 |
| 32 | Farther Finance Advisors, LLC | 3,430 | $169.2K | 0.05% | 2025-12-31 |
| 33 | M Holdings Securities, Inc. | 42,588 | $2.1K | 0.73% | 2025-12-31 |