CAOS β€” EA SERIES TRUST

Ownership history in Insight Advisors, LLC/ PA  Β·  12 quarters on record

AI Ownership Summary

Insight Advisors, LLC/ PA reported EA SERIES TRUST (CAOS) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 31.52% in 2023 Q4. The latest visible filing shows CAOS at 12.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CAOS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Insight Advisors, LLC/ PA's position in EA SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CAOS was reported at 12.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
31.52% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Insight Advisors, LLC/ PA held CAOS β€” position size vs. price
% of Fund (quarterly)    CAOS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 924,825 -993,762 -51.8% 12.57% $83.0M 2026-02-14 (Est.) $90.38
2025 Q3 REDUCED 1,918,587 -38,426 -2.0% 26.24% $171.8M 2025-11-10 $90.38
2025 Q2 ADDED 1,957,013 +13,028 +0.7% 27.87% $173.9M 2025-07-30 $88.81
2025 Q1 ADDED 1,943,985 +25,671 +1.3% 29.74% $171.0M 2025-04-11 $89.78
2024 Q4 ADDED 1,918,314 +88,962 +4.9% 28.28% $167.6M 2025-01-27 $87.75
2024 Q3 ADDED 1,829,352 +5,020 +0.3% 27.27% $158.2M 2024-10-15 $86.95
2024 Q2 ADDED 1,824,332 +40,853 +2.3% 27.97% $154.8M 2024-07-15 $85.26
2024 Q1 REDUCED 1,783,479 -10,295 -0.6% 28.85% $150.3M 2024-05-06 $83.64
2023 Q4 ADDED 1,793,774 +27,874 +1.6% 31.52% $149.1M 2024-01-23 $83.28
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Insight Advisors, LLC/ PA and CAOS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Insight Advisors, LLC/ PA reported owning CAOS?

Insight Advisors, LLC/ PA reported CAOS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CAOS position in Insight Advisors, LLC/ PA's portfolio?

The largest reported portfolio weight for CAOS was 31.52% in 2023 Q4.

What is the latest reported CAOS position on this page?

The most recent filing on this page is 2025 Q4, when Insight Advisors, LLC/ PA reported 924,825 shares, equal to 12.57% of portfolio, with an estimated market value of $83.0M.

What does the chart on this CAOS ownership page compare?

The chart compares Insight Advisors, LLC/ PA's quarterly CAOS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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