EA SERIES TRUST (ROE) is held by 14 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is WELLS FARGO & COMPANY/MN as of Q1 2026.

Are institutions buying or selling ROE?

In Q1 2026, 7 institutions opened or increased positions in EA SERIES TRUST while 12 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on ROE?

HoldingsIntel scores EA SERIES TRUST across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for ROE. In Q1 2026, the institutional leg showed net outflows: 7 buying versus 12 selling.

How many hedge funds hold ROE?

14 institutional investors report holding EA SERIES TRUST (ROE) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into ROE?

As of Q1 2026, tracked institutions in EA SERIES TRUST show 7 buyers versus 12 sellers — net outflows.

EA SERIES TRUST

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

Holders

(3 Elite)

$43M

Total Value

37% (19)

Consensus

7 buying - 12 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 14 funds

3 elite

No recent insider, activist, or congressional trades found for this stock

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WELLS FARGO & COMPANY/MN	Decreased	602,031(-6.1%)	$21.3M	0.0%	+46.40%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	293,411(+8.0%)	$10.4M	0.0%	+44.24%	30
EXCHANGE TRADED CONCEPTS, LLC	New	91,849	$3.3M	0.0%	+18.85%	37
HighTower Advisors, LLC	Increased	62,551(+84.2%)	$2.2M	0.0%	+30.18%	40
LPL Financial LLC	Increased	36,958(+43.9%)	$1.3M	0.0%	+24.88%	34
AE Wealth Management LLC	Decreased	36,772(-0.7%)	$1.3M	0.0%	+46.48%	0
OPOrion Porfolio Solutions, LLC	Decreased	32,499(-9.3%)	$1.2M	0.0%	+49.85%	0
&PARTNERS	Decreased	20,482(-2.1%)	$725,682	0.0%	+38.01%	0
DAVENPORT & Co LLC	Unchanged	13,889	$492,087	0.0%	+46.82%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	7,643	$270,791	0.0%	+18.85%	36
Sanctuary Advisors, LLC	New	7,199	$255,047	0.0%	+18.85%	32
Bank of New York Mellon Corp	Decreased	6,372(-8.9%)	$225,766	0.0%	+46.67%	0
OSAIC HOLDINGS, INC.	Increased	1,145(+59.0%)	$40,584	0.0%	+34.18%	29
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	174(-32.3%)	$6,165	0.0%	+22.99%	0
AMERIPRISE FINANCIAL INC	Exited	0(-100.0%)	$321,098	0.0%	+6.98%	0
HRT FINANCIAL LP	Exited	0(-100.0%)	$261,000	0.0%	+3.48%	0
AXXCESS WEALTH MANAGEMENT, LLC	Exited	0(-100.0%)	$427,896	0.0%	+23.38%	0
JPMORGAN CHASE & CO	Exited	0(-100.0%)	$49,131	0.0%	+5.31%	0
UBS Group AG	Exited	0(-100.0%)	$15,025	0.0%	+3.48%	0
Kestra Advisory Services, LLC	Exited	0(-100.0%)	$303,620	0.0%	+22.06%	0

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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

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