EA SERIES TRUST shareholder history

Current and past EA SERIES TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 330.00%0.00%0.00%Q4 2022Q2 20239
Anchor Investment Management, LLC 660.00%0.00%0.01%Q3 2022Q4 20236
SIGNATUREFD, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Gradient Investments LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Cambridge Investment Research Advisors, Inc. 550.00%0.01%0.01%Q3 2022Q3 20235
OSAIC HOLDINGS, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
JNBA Financial Advisors 550.00%0.00%0.00%Q3 2022Q3 20235
COMMONWEALTH EQUITY SERVICES, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
EverSource Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Rockefeller Capital Management L.P. 550.00%0.00%0.00%Q3 2022Q3 20235
SRS Capital Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Avion Wealth 550.00%0.00%0.00%Q3 2022Q3 20235
Tradewinds Capital Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Column Capital Advisors, LLC 550.04%0.04%0.06%Q3 2022Q3 20235
Farmers & Merchants Trust Co of Chambersburg PA 550.00%0.00%0.00%Q3 2022Q3 20235
GABLES CAPITAL MANAGEMENT INC. 550.01%0.01%0.01%Q3 2022Q3 20235
Steward Partners Investment Advisory, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Cetera Advisor Networks LLC 550.00%0.01%0.03%Q3 2022Q3 20235
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
McClarren Financial Advisors, Inc. 550.01%0.01%0.02%Q3 2022Q3 20235
Stratos Wealth Advisors, LLC 550.02%0.02%0.03%Q3 2022Q3 20235
WELLS FARGO & COMPANY/MN 550.00%0.00%0.00%Q3 2022Q3 20235
KING LUTHER CAPITAL MANAGEMENT CORP 550.00%0.00%0.00%Q3 2022Q3 20235
STIFEL FINANCIAL CORP 550.00%0.00%0.00%Q3 2022Q3 20235
Aspire Private Capital, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Vigilare Wealth Management 550.19%0.21%0.25%Q4 2022Q4 20235
US BANCORP \DE\ 550.00%0.00%0.00%Q3 2022Q3 20235
CWM, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Allworth Financial LP 550.00%0.00%0.00%Q3 2022Q3 20235
Raymond James Financial Services Advisors, Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
Kestra Advisory Services, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
RAYMOND JAMES & ASSOCIATES 550.00%0.00%0.01%Q3 2022Q3 20235
Ancora Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Covey Capital Advisors, LLC 550.40%0.43%0.48%Q3 2022Q3 20235
PNC FINANCIAL SERVICES GROUP, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
AVANTAX ADVISORY SERVICES, INC. 550.00%0.00%0.01%Q3 2022Q3 20235
Stephens Consulting, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
DUNCKER STREETT & CO INC 550.00%0.00%0.00%Q3 2022Q3 20235
BANK OF AMERICA CORP /DE/ 550.00%0.00%0.00%Q3 2022Q3 20235
FIFTH THIRD BANCORP 550.00%0.00%0.00%Q3 2022Q3 20235
HighTower Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
SALEM INVESTMENT COUNSELORS INC 550.00%0.00%0.00%Q3 2022Q3 20235
Asset Dedication, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.00%0.01%0.02%Q3 2022Q3 20235
Archer Investment Corp 550.01%0.01%0.01%Q3 2022Q3 20235
Centerpoint Advisors, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
ROYAL BANK OF CANADA 550.00%0.00%0.00%Q3 2022Q3 20235
HOEY INVESTMENTS, INC 550.00%0.01%0.01%Q3 2022Q3 20235
MORGAN STANLEY 550.00%0.00%0.00%Q3 2022Q3 20235
HB Wealth Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Horizons Wealth Management 550.00%0.00%0.00%Q4 2022Q4 20235
CIBC Private Wealth Group, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Avior Wealth Management, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
GOLDMAN SACHS GROUP INC 550.00%0.00%0.00%Q3 2022Q3 20235
Parallel Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
IFP Advisors, Inc 440.00%0.00%0.00%Q4 2022Q3 20234
Rosenberg Matthew Hamilton 440.01%0.01%0.01%Q4 2022Q3 20234
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
WASHINGTON TRUST Co 440.00%0.00%0.00%Q4 2022Q3 20234
GODSEY & GIBB, INC 440.00%0.00%0.00%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Concord Wealth Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Advance Capital Management, Inc. 440.03%0.04%0.06%Q4 2022Q3 20234
Global Trust Asset Management, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Hartford Financial Management Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
MERCER GLOBAL ADVISORS INC /ADV 440.00%0.00%0.00%Q4 2022Q3 20234
Blue Trust, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
GHP Investment Advisors, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Creative Planning 310.00%0.00%0.00%Q3 2022Q3 20234
Vigilant Capital Management, LLC 440.01%0.01%0.01%Q3 2022Q2 20234
AE Wealth Management LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.01%Q4 2022Q3 20234
Ethos Financial Group, LLC 440.10%0.15%0.26%Q4 2022Q3 20234
CREATIVE FINANCIAL DESIGNS INC /ADV 440.00%0.00%0.00%Q4 2022Q3 20234
BENJAMIN F. EDWARDS & COMPANY, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Leverty Financial Group, LLC 440.17%0.19%0.22%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Visionary Wealth Advisors 440.04%0.10%0.18%Q4 2022Q3 20234
UBS Group AG 440.00%0.00%0.00%Q4 2022Q3 20234
Beacon Capital Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Rain Capital Management, LLC 440.11%0.14%0.18%Q4 2022Q3 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
FINANCIAL MANAGEMENT NETWORK INC 440.34%0.59%0.78%Q4 2022Q3 20234
Horan Securities, Inc. 440.00%0.00%0.00%Q3 2022Q2 20234
DELTA ASSET MANAGEMENT LLC/TN 440.00%0.00%0.00%Q4 2022Q3 20234
ENVESTNET ASSET MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
AdvisorNet Financial, Inc 440.00%0.00%0.00%Q4 2022Q3 20234
Disciplined Investments, LLC 330.01%0.01%0.01%Q3 2022Q1 20233
MML INVESTORS SERVICES, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
SIMPLEX TRADING, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
SOA Wealth Advisors, LLC. 330.00%0.00%0.00%Q1 2023Q3 20233
Semmax Financial Advisors Inc. 210.00%0.00%0.00%Q3 2022Q3 20233
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q3 2022Q2 20233
Sound Income Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Rise Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
HUNTINGTON NATIONAL BANK 330.00%0.00%0.00%Q4 2022Q2 20233
Trust Co 330.00%0.00%0.00%Q1 2023Q3 20233
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2022Q1 20233
GTS SECURITIES LLC 220.00%0.01%0.03%Q2 2023Q3 20232
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Buck Wealth Strategies, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Nemes Rush Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
TimeScale Financial, Inc. 220.02%0.02%0.02%Q1 2023Q2 20232
MACROVIEW INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.01%Q4 2022Q1 20232
Advisory Services Network, LLC 220.00%0.00%0.01%Q4 2022Q1 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Prosperity Wealth Management, Inc. 220.24%0.27%0.30%Q4 2022Q1 20232
Truvestments Capital LLC 220.00%0.00%0.00%Q4 2022Q1 20232
O'Dell Group, LLC 110.00%0.00%0.00%Q3 2022Q2 20232
Worth Asset Management, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CASTLE WEALTH MANAGEMENT LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Renaissance Technologies 110.00%0.00%0.00%Q4 2022Q4 20221
FMR LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HOWE & RUSLING INC 110.01%0.01%0.01%Q3 2022Q3 20221
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.10%0.10%0.10%Q3 2023Q3 20231
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Brookstone Capital Management 110.01%0.01%0.01%Q3 2023Q3 20231
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2023Q1 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Scissortail Wealth Management, LLC 110.38%0.38%0.38%Q4 2022Q4 20221
Ahrens Investment Partners LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Hudock, Inc. 110.02%0.02%0.02%Q3 2022Q3 20221
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
HRT FINANCIAL LP 110.01%0.01%0.01%Q3 2022Q3 20221
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q4 2022Q4 20221
Almanack Investment Partners, LLC. 110.03%0.03%0.03%Q3 2022Q3 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Navigation Wealth Management, Inc. 110.32%0.32%0.32%Q3 2022Q3 20221
Indiana Trust & Investment Management CO 110.05%0.05%0.05%Q3 2023Q3 20231
American Portfolios Advisors 110.00%0.00%0.00%Q3 2022Q3 20221
LAM GROUP, INC. 110.04%0.04%0.04%Q4 2022Q4 20221

This page lists all the filers that currently own EA SERIES TRUST or have owned EA SERIES TRUST in the past.