EA Series Trust - HIDE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| L.K. Benson & Company, P.C. | History | Added to | 698,120 | 17,048 | 5.06% | 3.73% | 1 | +181,044 | 35.01% | Q3 2026 | Oct 23, 2026 |
| BWM Planning, LLC | History | No change | 453,498 | 10,840 | 2.51% | 2.51% | 2 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vise Technologies, Inc. | History | Added to | 393,172 | 9,601 | 0.08% | 0.06% | 3 | +175,167 | 80.35% | Q3 2026 | Oct 28, 2026 |
| Stokes Family Office, LLC | History | No change | 356,556 | 8,522 | 0.99% | 0.99% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stillwater Private Wealth, LLC | History | No change | 287,694 | 7,047 | 4.59% | 4.59% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Encompass More Asset Management | History | Added to | 275,731 | 6,733 | 0.95% | 0.94% | 6 | +4,503 | 1.66% | Q3 2026 | Oct 16, 2026 |
| Vestment Financial LLC | History | Added to | 220,347 | 5,365 | 2.4% | 1.51% | 7 | +80,337 | 57.38% | Q3 2026 | Oct 13, 2026 |
| Ethos Financial Group, LLC | History | No change | 141,895 | 3,481 | 0.23% | 0.23% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| One Degree Advisors Inc | History | No change | 117,658 | 2,810 | 0.63% | 0.63% | 9 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 66,853 | 1,632 | 0.16% | 0.16% | 10 | +1,836 | 2.82% | Q3 2026 | Oct 19, 2026 |
| XY Planning Network, Inc. | History | Added to | 64,247 | 1,568 | 0.17% | 0.19% | 11 | +972 | 1.54% | Q3 2026 | Oct 13, 2026 |
| Valley Financial Group, Inc. | History | No change | 48,631 | 1,162 | 0.57% | 0.57% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Reduced | 27,453 | 670 | 0.28% | 0.3% | 13 | -1,420 | -4.92% | Q3 2026 | Oct 16, 2026 |
| Quantinno Capital Management LP | History | No change | 23,165 | 553 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 21,969 | 525 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | New | 21,075 | 514 | 0.0% | — | 16 | +21,075 | New | Q3 2026 | Oct 08, 2026 |
| IHT Wealth Management, LLC | History | No change | 19,857 | 474 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 17,289 | 412 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 16,157 | 386 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,384 | 200 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 3,513 | 83 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1,229 | 29 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sankala Group LLC | History | No change | 961 | 23 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| AE Wealth Management LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -181 | -100.0% | Q3 2026 | Oct 14, 2026 |