EA Series Trust - 26824D506
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Well Done, LLC | History | New | 284,915 | 7,901 | 1.16% | — | 1 | +284,915 | New | Q1 2026 | Apr 14, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 81,776 | 2,267 | 0.36% | — | 2 | +81,776 | New | Q1 2026 | Apr 09, 2026 |
| Plancorp, LLC | History | New | 15,765 | 450 | 0.01% | — | 3 | +15,765 | New | Q1 2026 | Apr 14, 2026 |
| Archford Capital Strategies, LLC | History | New | 15,843 | 439 | 0.05% | — | 4 | +15,843 | New | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 2,994 | 83 | 0.0% | — | 5 | +2,994 | New | Q1 2026 | Apr 07, 2026 |