EA SERIES TRUST

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TOV·02072Q846·US·ETF·Unknown - Unknown

TOV (EA SERIES TRUST) is held by 14 institutional investors as of Q2 2026. Largest holders: CAPTRUST FINANCIAL ADVISORS ($7.4M), Bank of New York Mellon Corp ($3.3M), Corient Private Wealth LP ($1.3M). Net institutional sentiment: Bullish.

14

Holders

(2 Elite)

$13.4M

Total Value

80% (10)

Consensus

8 buying - 2 selling

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

Smart Money Verdict

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Institutional (13F)74

Insider (Form 4)64

Activist (13D/13G)45

Congressional (STOCK Act)46

Holder Quality

14

★★★★★

Elite

80

★★★★

Strong

22

★★★

Solid

60

★★

Below

33

★

Weak

Held by 14 funds

2 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (14)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CAPTRUST FINANCIAL ADVISORS	Unchanged	233,726	$7.4M	0.0%	+25.14%	0
Bank of New York Mellon Corp	Increased	103,519(+45.4%)	$3.3M	0.0%	+8.90%	36
Corient Private Wealth LP	Unchanged	39,936	$1.3M	0.0%	+18.03%	0
CITADEL ADVISORS LLC	Increased	14,991(+69.9%)	$472,425	0.0%	+8.36%	36
Savant Capital, LLC	Unchanged	14,155	$446,080	0.0%	+15.66%	0
HighTower Advisors, LLC	Increased	10,304(+0.0%)	$324,728	0.0%	+12.95%	23
OSAIC HOLDINGS, INC.	New	2,039	$64,255	0.0%	+2.40%	29
MORGAN STANLEY	Unchanged	2,007	$63,248	0.0%	+12.44%	0
Rockefeller Capital Management L.P.	Increased	1,913(+0.3%)	$60,290	0.0%	+11.56%	21
PNC FINANCIAL SERVICES GROUP, INC.	Unchanged	1,510	$47,586	0.0%	+20.69%	0
MGMERCER GLOBAL ADVISORS INC /ADV	New	818	$25,778	0.0%	+2.40%	29
WELLS FARGO & COMPANY/MN	New	300	$9,454	0.0%	+2.40%	26
ROYAL BANK OF CANADA	Unchanged	100	$3,000	0.0%	+11.58%	0
FMR LLC	New	54	$1,707	0.0%	+2.40%	17
MAI Capital Management	Exited	0(-100.0%)	$1,367	0.0%	+22.34%	0
UBS Group AG	Exited	0(-100.0%)	$1,777	0.0%	+10.30%	0

TOVEA 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