EA Series Trust - 02072Q424
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BURNEY CO/ | History | New | 23,871,969 | 570,575 | 17.84% | — | 1 | +23,871,969 | New | Q1 2026 | Apr 29, 2026 |
| Coppell Advisory Solutions LLC | History | New | 194,229 | 4,510 | 2.66% | — | 2 | +194,229 | New | Q1 2026 | May 15, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | New | 57,737 | 1,380 | 0.58% | — | 3 | +57,737 | New | Q1 2026 | Apr 20, 2026 |