EA Series Trust - GEW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cresset Asset Management, LLC | History | No change | 317,521 | 17,419 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 126,131 | 6,919 | 0.99% | 0.99% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 114,157 | 6,243 | 0.6% | 0.6% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Berger Financial Group, Inc | History | No change | 84,265 | 4,608 | 0.24% | 0.24% | 4 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 83,068 | 4,562 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 66,646 | 3,659 | 0.01% | 0.02% | 6 | +126 | 0.19% | Q3 2026 | Oct 28, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 52,978 | 2,909 | 0.13% | 0.16% | 7 | -143 | -0.27% | Q3 2026 | Nov 05, 2026 |
| ENTREWEALTH, LLC | History | No change | 45,512 | 2,499 | 0.89% | 0.96% | 8 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| WESCAP Management Group, Inc. | History | No change | 38,397 | 2,100 | 0.39% | 0.39% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Paul R. Ried Financial Group, LLC | History | No change | 35,666 | 1,950 | 0.85% | 0.85% | 10 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Aspect Partners, LLC | History | No change | 30,742 | 1,688 | 0.64% | 0.63% | 11 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 26,199 | 1,438 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 25,569 | 1,398 | 0.32% | 0.32% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 25,509 | 1,395 | 0.13% | 0.13% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | No change | 20,922 | 1,148 | 0.48% | 0.49% | 15 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Prism Advisors, Inc. | History | No change | 20,560 | 1,135 | 0.28% | 0.27% | 16 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Empirical Asset Management, LLC | History | No change | 19,537 | 1,068 | 0.24% | 0.24% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 16,553 | 905 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 16,368 | 903 | 0.02% | 0.02% | 19 | +55 | 0.34% | Q3 2026 | Oct 26, 2026 |
| Parkside Financial Bank & Trust | History | No change | 15,535 | 853 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Well Done, LLC | History | No change | 10,682 | 586 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 10,250 | 560 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 10,126 | 556 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| General Partner, Inc. | History | No change | 8,555 | 469 | 0.25% | 0.25% | 24 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Perigon Wealth Management, LLC | History | New | 8,508 | 467 | 0.01% | — | 25 | +8,508 | New | Q3 2026 | Oct 22, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 8,437 | 463 | 0.34% | 0.29% | 26 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Lavaca Capital LLC | History | No change | 6,575 | 359 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 5,303 | 290 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 454 | 24 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |