EA Series Trust - TAX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Empowered Funds, LLC | History | Added to | 266,552 | 7,571 | 0.13% | 0.02% | 1 | +207,586 | 352.04% | Q4 2025 | Feb 18, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 233,139 | 6,622 | 1.14% | 1.28% | 2 | -34,833 | -13.0% | Q4 2025 | Feb 10, 2026 |
| Financial Enhancement Group LLC | History | No change | 89,509 | 2,639 | 0.34% | 0.34% | 3 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 48,222 | 1,369 | 0.0% | 0.0% | 4 | +504 | 1.06% | Q4 2025 | Feb 06, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 37,002 | 1,050 | 0.06% | 0.1% | 5 | -21,964 | -37.25% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 28,572 | 811 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 14,608 | 414 | 0.03% | 0.03% | 7 | +19 | 0.13% | Q4 2025 | Feb 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 14,547 | 413 | 0.0% | 0.01% | 8 | -950 | -6.13% | Q4 2025 | Jan 23, 2026 |
| GTS SECURITIES LLC | History | Reduced | 10,005 | 284 | 0.01% | 0.02% | 9 | -4,881 | -32.79% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | No change | 8,000 | 227 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Seed Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.25% | — | -12,858 | -100.0% | Q3 2025 | Oct 15, 2025 |