EA SERIES TRUST

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

TOV (EA SERIES TRUST) is held by 12 institutional investors as of Q1 2026. Largest holders: CAPTRUST FINANCIAL ADVISORS ($6.4M), Bank of New York Mellon Corp ($1.9M), Savant Capital, LLC ($386,932). Net institutional sentiment: Mixed.

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

Positions (12)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CAPTRUST FINANCIAL ADVISORS	Unchanged	233,726	$6.4M	0.0%	+23.43%	0
Bank of New York Mellon Corp	Increased	71,189(+66.8%)	$1.9M	0.0%	+10.60%	38
Savant Capital, LLC	Unchanged	14,155	$386,932	0.0%	+14.09%	0
HighTower Advisors, LLC	New	10,300	$281,566	0.0%	+11.41%	32
CITADEL ADVISORS LLC	New	8,823	$241,179	0.0%	+11.41%	35
MORGAN STANLEY	Increased	2,007(+167.6%)	$54,862	0.0%	+10.90%	23
Rockefeller Capital Management L.P.	Increased	1,908(+0.2%)	$52,182	0.0%	+10.06%	21
PNC FINANCIAL SERVICES GROUP, INC.	Increased	1,510(+53.3%)	$41,276	0.0%	+19.05%	19
ROYAL BANK OF CANADA	Decreased	100(-60.0%)	$3,000	0.0%	+10.06%	0
UBS Group AG	New	65	$1,777	0.0%	+11.41%	17
MAI Capital Management	Unchanged	50	$1,367	0.0%	+23.56%	0
Corient Private Wealth LLC	Unchanged	39,936	$1,092	0.0%	+23.56%	0
WELLS FARGO & COMPANY/MN	Exited	0(-100.0%)	$17,208	0.0%	-1.21%	0
OSAIC HOLDINGS, INC.	Exited	0(-100.0%)	$58,337	0.0%	+10.82%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$464,071	0.0%	-1.21%	0
BANK OF AMERICA CORP /DE/	Exited	0(-100.0%)	$2,868	0.0%	+23.41%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer