Follow-The-Filings

Security

Ea Series Trust · MATRIX ADVISORS

Equity holders as of 2026 Q2 (each manager’s latest book)

1 owner max 4.4% (David Katz - Matrix Asset...)

owners 1
max % 4.4%
tracked value $54M
qoq R 1

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
David Katz - Matrix Asset Advisors INC/NY 2026 Q2 4.4% Reduce -2.4% 400,490 $54M hist

ownership over time

filing count by report period · click a bar for that quarter’s holders