HolderBook

EA SERIES TRUST (MKAM)

Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.

3
Reporting holders
$2.1M
Reported value
0.0%
Held as options
-1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
MAI Capital Management$1.3M42,2930.01%newNEW
HighTower Advisors, LLC$720.0K22,6160.00%2q+58.6%+$266.1K
MORGAN STANLEY$3210.00%7qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20263$2.1M64,9101100.0%
Q1 20264$1.9M64,0931110.0%
Q4 20253$2.3M73,9670200.0%
Q3 20254$1.6M54,0560120.0%
Q2 20254$1.6M55,5501110.0%
Q1 20253$1.3M43,7760100.0%
Q4 20244$1.4M49,6361110.0%
Q3 20243$1.5M52,2290200.0%
Q2 20243$1.4M50,6401100.0%
Q1 20242$1.1M40,1031000.0%
Q4 20231$1.1M39,9301000.0%
Q3 20231$2610000.0%
Q2 20231$2611000.0%