EA Series Trust - GDMA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 3,779,693 | 145,707 | 24.76% | 19.56% | 1 | +534,007 | 16.45% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 133,751 | 5,348 | 0.01% | 0.01% | 2 | +31,327 | 30.59% | Q4 2025 | Jan 08, 2026 |
| Ethos Financial Group, LLC | History | New | 98,699 | 3,804 | 0.28% | — | 3 | +98,699 | New | Q4 2025 | Jan 20, 2026 |
| Vise Technologies, Inc. | History | New | 49,092 | 1,892 | 0.04% | — | 4 | +49,092 | New | Q4 2025 | Feb 11, 2026 |
| GTS SECURITIES LLC | History | Added to | 21,833 | 841 | 0.03% | 0.02% | 5 | +7,582 | 53.2% | Q4 2025 | Feb 13, 2026 |
| Hudock, Inc. | History | No change | 10,648 | 410 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | No change | 7,743 | 298 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 2,660 | 102 | 0.0% | 0.0% | 8 | +1 | 0.04% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | No change | 1,604 | 61 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 312 | 12 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,607 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,182 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -5,779 | -100.0% | Q3 2025 | Oct 29, 2025 |