EA Series Trust - HIDE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| L.K. Benson & Company, P.C. | History | Added to | 431,139 | 9,797 | 4.92% | 4.14% | 1 | +99,501 | 30.0% | Q4 2025 | Feb 06, 2026 |
| BWM Planning, LLC | History | Added to | 401,212 | 9,117 | 2.44% | 2.32% | 2 | +64,579 | 19.18% | Q4 2025 | Jan 14, 2026 |
| Ethos Financial Group, LLC | History | Added to | 234,673 | 5,333 | 0.39% | 0.3% | 3 | +71,145 | 43.51% | Q4 2025 | Jan 20, 2026 |
| One Degree Advisors Inc | History | Added to | 116,473 | 2,646 | 0.73% | 0.73% | 4 | +13,767 | 13.4% | Q4 2025 | Feb 06, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 49,054 | 1,114 | 0.63% | 2.14% | 5 | -113,644 | -69.85% | Q4 2025 | Feb 18, 2026 |
| IHT Wealth Management, LLC | History | New | 46,613 | 1,091 | 0.03% | — | 6 | +46,613 | New | Q4 2025 | Feb 17, 2026 |
| XY Planning Network, Inc. | History | Added to | 48,023 | 1,091 | 0.19% | 0.26% | 7 | +15,156 | 46.11% | Q4 2025 | Jan 26, 2026 |
| Quantinno Capital Management LP | History | No change | 23,165 | 526 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Added to | 23,083 | 524 | 0.24% | 0.23% | 9 | +2,781 | 13.7% | Q4 2025 | Jan 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 21,976 | 499 | 0.0% | — | 10 | +21,976 | New | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 10,578 | 240 | 0.0% | — | 11 | +10,578 | New | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,962 | 90 | 0.0% | — | 12 | +3,962 | New | Q4 2025 | Feb 17, 2026 |
| Sankala Group LLC | History | New | 883 | 21 | 0.02% | — | 13 | +883 | New | Q4 2025 | Mar 02, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -4,859 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |