EA Series Trust - YOKE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Smart Money Group LLC | History | Reduced | 7,414,194 | 201,517 | 58.77% | 60.58% | 1 | -30,041 | -0.4% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 14,357 | 390 | 0.0% | — | 2 | +14,357 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 13,376 | 363 | 0.0% | — | 3 | +13,376 | New | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -988 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q3 2025 | Nov 26, 2025 |