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 | 471,357 | 11,314 | 3.74% | 4.92% | 1 | +40,218 | 9.33% | Q1 2026 | Apr 20, 2026 |
| BWM Planning, LLC | History | Added to | 418,386 | 10,043 | 2.65% | 2.44% | 2 | +17,174 | 4.28% | Q1 2026 | Apr 21, 2026 |
| Encompass More Asset Management | History | New | 257,721 | 6,186 | 1.04% | — | 3 | +257,721 | New | Q1 2026 | Apr 28, 2026 |
| Stillwater Private Wealth, LLC | History | New | 178,743 | 4,290 | 3.63% | — | 4 | +178,743 | New | Q1 2026 | Jun 03, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 147,500 | 3,540 | 0.26% | 0.39% | 5 | -87,173 | -37.15% | Q1 2026 | May 05, 2026 |
| One Degree Advisors Inc | History | Reduced | 112,765 | 2,706 | 0.71% | 0.73% | 6 | -3,708 | -3.18% | Q1 2026 | May 01, 2026 |
| Vestment Financial LLC | History | New | 77,730 | 1,889 | 0.89% | — | 7 | +77,730 | New | Q1 2026 | May 01, 2026 |
| Synergy Asset Management, LLC | History | New | 68,847 | 1,652 | 0.18% | — | 8 | +68,847 | New | Q1 2026 | May 13, 2026 |
| Archford Capital Strategies, LLC | History | New | 64,446 | 1,547 | 0.18% | — | 9 | +64,446 | New | Q1 2026 | Apr 15, 2026 |
| XY Planning Network, Inc. | History | Added to | 56,571 | 1,357 | 0.22% | 0.19% | 10 | +8,548 | 17.8% | Q1 2026 | Apr 14, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 48,844 | 1,172 | 0.63% | 0.63% | 11 | -210 | -0.43% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 46,964 | 1,127 | 0.03% | 0.03% | 12 | +351 | 0.75% | Q1 2026 | May 15, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Added to | 30,504 | 732 | 0.31% | 0.24% | 13 | +7,421 | 32.15% | Q1 2026 | Apr 20, 2026 |
| Quantinno Capital Management LP | History | No change | 23,165 | 556 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | New | 21,969 | 527 | 0.0% | — | 15 | +21,969 | New | Q1 2026 | Jun 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 16,239 | 389 | 0.0% | 0.0% | 16 | +5,661 | 53.52% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 13,368 | 320 | 0.0% | 0.0% | 17 | -8,608 | -39.17% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 6,698 | 161 | 0.0% | 0.0% | 18 | +2,736 | 69.06% | Q1 2026 | May 15, 2026 |
| Sankala Group LLC | History | Added to | 1,035 | 24 | 0.02% | 0.02% | 19 | +152 | 17.21% | Q1 2026 | Mar 31, 2026 |
| UBS Group AG | History | New | 59 | 1 | 0.0% | — | 20 | +59 | New | Q1 2026 | May 05, 2026 |