EA SERIES TRUST

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ROE·02072L433·US·ETF·Unknown - Unknown

ROE (EA SERIES TRUST) is held by 18 institutional investors as of Q2 2026. Largest holders: WELLS FARGO & COMPANY/MN ($25.6M), ENVESTNET ASSET MANAGEMENT INC ($11.5M), EXCHANGE TRADED CONCEPTS, LLC ($5.3M). Net institutional sentiment: Mixed.

18

Holders

(2 Elite)

$53.5M

Total Value

56% (18)

Consensus

10 buying - 8 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)51

Insider (Form 4)33

Activist (13D/13G)59

Congressional (STOCK Act)74

Holder Quality

81

★★★★★

Elite

45

★★★★

Strong

89

★★★

Solid

47

★★

Below

78

★

Weak

Held by 18 funds

2 elite

Who's Trading

Source dates: Price Sep 22, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for ROE.

Top Holders

Top Holders (18)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WELLS FARGO & COMPANY/MN	Decreased	599,571(-0.4%)	$25.6M	0.0%	+42.82%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	269,605(-8.1%)	$11.5M	0.0%	+40.71%	0
EXCHANGE TRADED CONCEPTS, LLC	Increased	125,110(+36.2%)	$5.3M	0.0%	+11.33%	35
HighTower Advisors, LLC	Increased	77,128(+23.3%)	$3.3M	0.0%	+20.91%	32
LPL Financial LLC	Increased	44,140(+19.4%)	$1.9M	0.0%	+17.71%	31
AE Wealth Management LLC	Decreased	35,362(-3.8%)	$1.5M	0.0%	+42.89%	0
OPOrion Porfolio Solutions, LLC	Decreased	28,049(-13.7%)	$1.2M	0.0%	+46.18%	0
&PARTNERS	Decreased	20,314(-0.8%)	$865,968	0.0%	+34.63%	0
DAVENPORT & Co LLC	Unchanged	13,889	$592,088	0.0%	+43.23%	0
AXXCESS WEALTH MANAGEMENT, LLC	New	11,949	$509,386	0.0%	+0.30%	33
STIFEL FINANCIAL CORP	New	8,522	$363,292	0.0%	+0.30%	33
Sanctuary Advisors, LLC	Increased	7,856(+9.1%)	$334,907	0.0%	+14.45%	26
Equitable Holdings, Inc.	New	7,243	$308,769	0.0%	—	32
Bank of New York Mellon Corp	Decreased	5,974(-6.3%)	$254,652	0.0%	+43.08%	0
JPMORGAN CHASE & CO	New	4,130	$174,873	0.0%	+0.30%	35
UBS Group AG	New	1,341	$57,167	0.0%	+0.30%	32
OSAIC HOLDINGS, INC.	Increased	1,210(+5.7%)	$51,602	0.0%	+28.78%	22
ROYAL BANK OF CANADA	New	356	$15,000	0.0%	+0.30%	28
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	34(-80.5%)	$1,449	0.0%	+19.98%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$270,791	0.0%	+15.59%	0

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ROEEA SERIES TRUST

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer