CUSIP 02072Q853
EA SERIES TRUST
28 institutions · $324.2M total · 6,098,286 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Cache Advisors, LLC | 2,753,833 | $151.8M | 45.15% | 2025-12-31 |
| 2 | Plancorp, LLC | 692,729 | $38.2M | 11.35% | 2025-12-31 |
| 3 | Seed Wealth Management, Inc. | 683,953 | $37.7M | 11.21% | 2025-12-31 |
| 4 | Relyea Zuckerberg Hanson LLC | 601,072 | $33.1M | 9.85% | 2025-12-31 |
| 5 | Sageworth Trust Co | 177,900 | $9.8M | 2.91% | 2025-12-31 |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 172,768 | $9.6M | 2.83% | 2025-12-31 |
| 7 | AQR CAPITAL MANAGEMENT LLC | 172,768 | $9.5M | 2.83% | 2025-12-31 |
| 8 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 111,775 | $6.2M | 1.83% | 2025-12-31 |
| 9 | Soundwatch Capital LLC | 100,695 | $5.5M | 1.65% | 2025-12-31 |
| 10 | Apexium Financial, LP | 69,274 | $3.7M | 1.13% | 2025-09-30 |
| 11 | QUARRY HILL ADVISORS, LLC | 38,563 | $2.1M | 0.63% | 2025-12-31 |
| 12 | Revolve Wealth Partners, LLC | 38,206 | $2.1M | 0.62% | 2025-12-31 |
| 13 | JPL Wealth Management, LLC | 35,428 | $2.0M | 0.58% | 2025-12-31 |
| 14 | Creative Planning | 31,710 | $1.7M | 0.51% | 2025-12-31 |
| 15 | Frankly Finances, LLC | 31,331 | $1.7M | 0.51% | 2025-12-31 |
| 16 | Almanack Investment Partners, LLC. | 24,443 | $1.3M | 0.40% | 2025-12-31 |
| 17 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 24,284 | $1.3M | 0.39% | 2025-12-31 |
| 18 | L.K. Benson & Company, P.C. | 23,439 | $1.3M | 0.38% | 2025-12-31 |
| 19 | Ledyard National Bank | 21,187 | $1.2M | 0.34% | 2025-12-31 |
| 20 | Schiavi & Co LLC | 19,362 | $1.1M | 0.31% | 2025-12-31 |
| 21 | Royal Bank of Canada | 18,187 | $1.0M | 0.29% | 2025-12-31 |
| 22 | Sherman Wealth Management LLC | 17,545 | $966.8K | 0.28% | 2025-12-31 |
| 23 | Meredith Wealth Planning | 9,476 | $511.6K | 0.15% | 2025-09-30 |
| 24 | Truepoint, Inc. | 7,874 | $433.9K | 0.12% | 2025-12-31 |
| 25 | Parkside Financial Bank & Trust | 3,635 | $200.3K | 0.05% | 2025-12-31 |
| 26 | UBS Group AG | 607 | $33.4K | 0.00% | 2025-12-31 |
| 27 | One Degree Advisors Inc | 149,724 | $8.3K | 2.45% | 2025-12-31 |
| 28 | M Holdings Securities, Inc. | 66,518 | $3.7K | 1.09% | 2025-12-31 |