EA Series Trust - DIVD

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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
Altrius Capital Management Inc History No change 154,469 6,570 1.25% 1.25% 1 0 0.0% Q2 2026 Aug 13, 2026
LM Advisors LLC History No change 57,158 2,431 0.28% 0.28% 2 0 0.0% Q2 2026 Aug 12, 2026
Global View Capital Management LLC History No change 43,011 1,829 0.38% 0.38% 3 0 0.0% Q2 2026 Jul 23, 2026
Advisory Services Network, LLC History No change 12,101 514 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 10,390 441 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 07, 2026
Harpswell Capital Advisors, LLC History No change 10,000 426 0.28% 0.27% 6 0 0.0% Q3 2026 Oct 09, 2026
One Wealth Management Investment & Advisory Services, LLC History No change 8,064 343 0.36% 0.36% 7 0 0.0% Q2 2026 Jul 13, 2026
HARBOUR INVESTMENTS, INC. History No change 1,624 69 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 297 12 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 244 10 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 175 7 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
Institute for Wealth Management, LLC. History No change 100 4 0.0% 0.0% 12 0 0.0% Q2 2026 Jul 28, 2026
MORGAN STANLEY History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026