EA Series Trust - EMPB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GTS SECURITIES LLC | History | No change | 203,502 | 6,749 | 0.14% | 0.14% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIA Advisory Group LLC | History | Added to | 53,473 | 1,863 | 0.53% | 0.21% | 2 | +24,332 | 83.5% | Q3 2026 | Oct 15, 2026 |
| Belpointe Asset Management LLC | History | No change | 25,575 | 848 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Americana Partners, LLC | History | No change | 15,855 | 525 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 7,151 | 237 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,399 | 212 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |