EA Series Trust - SMRI

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
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
Sepio Capital, LP History Added to 13,121,221 474,198 25.95% 26.67% 1 +104,562 0.8% Q4 2025 Feb 12, 2026
GTS SECURITIES LLC History Added to 35,349 1,277 0.04% 0.02% 2 +21,674 158.49% Q4 2025 Feb 13, 2026
Black Diamond Financial, LLC History New 11,093 400 0.04% 3 +11,093 New Q4 2025 Feb 03, 2026
Cambridge Investment Research Advisors, Inc. History New 9,813 355 0.0% 4 +9,813 New Q4 2025 Feb 05, 2026
MARATHON CAPITAL MANAGEMENT History No change 8,510 307 0.07% 0.07% 5 0 0.0% Q4 2025 Jan 29, 2026
BLAIR WILLIAM & CO/IL History No change 30 1 0.0% 0.0% 6 0 0.0% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 0.0% -6,980 -100.0% Q3 2025 Nov 14, 2025
UBS Group AG History New 10 0 +10 New Q4 2025 Jan 29, 2026
New Millennium Group LLC History No change 1 0 0 0.0% Q4 2025 Feb 06, 2026