EA Series Trust - GDMA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Almanack Investment Partners, LLC. | History | Reduced | 4,235,711 | 172,474 | 20.69% | 24.38% | 1 | -173,285 | -3.93% | Q3 2026 | Nov 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 112,519 | 4,573 | 0.01% | 0.01% | 2 | +3,096 | 2.83% | Q3 2026 | Oct 13, 2026 |
| Vise Technologies, Inc. | History | Reduced | 62,215 | 2,531 | 0.02% | 0.06% | 3 | -52,983 | -45.99% | Q3 2026 | Oct 28, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 39,471 | 1,605 | 0.17% | — | 4 | +39,471 | New | Q3 2026 | Oct 28, 2026 |
| Ethos Financial Group, LLC | History | No change | 21,764 | 922 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hudock, Inc. | History | No change | 10,781 | 438 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| HighTower Advisors, LLC | History | No change | 7,743 | 336 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | No change | 2,359 | 102 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,279 | 56 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,194 | 51 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 530 | 22 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |