EA Series Trust - AAAA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Amplius Wealth Advisors, LLC | History | Added to | 9,090,785 | 276,768 | 20.28% | 20.21% | 1 | +24,960 | 0.28% | Q2 2026 | Jul 17, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 7,022 | 214 | 0.0% | 0.0% | 2 | +5,918 | 536.05% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 546 | 16 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |