EA Series Trust - DDX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Orcam Financial Group | History | Added to | 1,790,303 | 43,449 | 30.85% | 32.36% | 1 | +5,074 | 0.28% | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 397,983 | 9,639 | 0.03% | 0.03% | 2 | +26,146 | 7.03% | Q1 2026 | May 13, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 88,760 | 2,158 | 0.27% | 0.27% | 3 | +333 | 0.38% | Q1 2026 | Apr 07, 2026 |
| GTS SECURITIES LLC | History | Reduced | 15,313 | 371 | 0.01% | 0.02% | 4 | -4,960 | -24.47% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1 | 0 | — | 0.0% | — | -3,340 | -99.97% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |