EA Series Trust - TRIO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| McCarthy & Cox | History | No change | 26,454 | 1,616,040 | 19.59% | 19.59% | 1 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 1,822,032 | 110,072 | 7.79% | 15.24% | 2 | +33,349 | 1.86% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | New | 116 | 7 | 0.0% | — | 3 | +116 | New | Q1 2026 | May 05, 2026 |