EA Series Trust - MBOX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Freedom Day Solutions, LLC | History | Reduced | 3,126,415 | 109,356 | 29.72% | 29.9% | 1 | -1,299 | -0.04% | Q4 2025 | Feb 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 14,205 | 496 | 0.0% | 0.0% | 2 | +81 | 0.57% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 9,863 | 344 | 0.0% | — | 3 | +9,863 | New | Q4 2025 | Feb 17, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 6,481 | 226 | 0.04% | 0.05% | 4 | -725 | -10.06% | Q4 2025 | Feb 17, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 6,351 | 223 | 0.0% | 0.0% | 5 | +141 | 2.27% | Q4 2025 | Feb 05, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 6,086 | 212 | 0.02% | 0.02% | 6 | -2,746 | -31.09% | Q4 2025 | Jan 20, 2026 |
| Cetera Investment Advisers | History | Reduced | 6,039 | 211 | 0.0% | 0.0% | 7 | -54 | -0.89% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,222 | 148 | 0.0% | — | 8 | +4,222 | New | Q4 2025 | Feb 17, 2026 |
| Hamilton Point Investment Advisors, LLC | History | New | 3,650 | 127 | 0.02% | — | 9 | +3,650 | New | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,418 | 49 | 0.0% | 0.0% | 10 | -1,638 | -53.6% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 567 | 19 | 0.0% | 0.0% | 11 | -259 | -31.36% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 13, 2026 |