EA Series Trust - MKAM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MAI Capital Management | History | No change | 42,293 | 1,346 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 27,852 | 896 | 0.0% | 0.0% | 2 | +5,236 | 23.15% | Q3 2026 | Nov 09, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |