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MAVF Ea Series Trust

Filed as EA SERIES TRUST (MATRIX ADVISORS), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

  • 1 Owner
  • Max 4.5%
  • $55M
  • 1 reduce

In 2026 Q3 David Katz trimmed Ea Series Trust.

Who owns this now

Largest portfolio weights among holders, up to 4.5% (David Katz, Matrix Asset Advisors). Not free-float ownership.

  1. David Katz Reduce 4.5%

Who owns MAVF

Sorted by value, long equity only, as of 2026 Q3.

History
David Katz, Matrix Asset Advisors 4.5% Reduce −0.3% 399,163 $55M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.