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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EVOKE WEALTH, LLC | History | Added to | 42,091 | 1,265 | 0.02% | 0.02% | 1 | +318 | 0.76% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | New | 14,258 | 428 | 0.0% | — | 2 | +14,258 | New | Q1 2026 | May 05, 2026 |
| GTS SECURITIES LLC | History | Reduced | 7,743 | 232 | 0.01% | 0.03% | 3 | -24,450 | -75.95% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |