EA SERIES TRUST (TCV)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
17
Reporting holders
$18.7M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Well Done, LLC | $9.1M | 284,291 | 1.23% | 2q | HELD |
| TOWLE & CO | $2.9M | 89,163 | 0.97% | 2q | +54.7%+$1.0M |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 34,115 | 0.00% | 2q | -34.1%-$566.0K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $901.4K | 28,127 | 0.01% | 2q | -15.9%-$170.3K |
| PNC Financial Services Group, Inc. | $665.8K | 20,773 | 0.00% | 2q | HELD |
| Mariner, LLC | $581.4K | 18,140 | 0.00% | 2q | HELD |
| MIRAE ASSET SECURITIES (USA) INC. | $525.5K | 16,397 | 0.01% | 2q | -29.8%-$223.3K |
| CWA Asset Management Group, LLC | $453.5K | 14,150 | 0.01% | new | NEW |
| Plancorp, LLC | $443.0K | 13,495 | 0.01% | 2q | -14.4%-$74.5K |
| Archford Capital Strategies, LLC | $442.9K | 13,819 | 0.04% | 2q | -12.8%-$64.9K |
| Apollon Wealth Management, LLC | $354.2K | 11,053 | 0.00% | 2q | HELD |
| AMG National Trust Bank | $293.6K | 9,162 | 0.01% | 2q | HELD |
| Mountain Capital Investment Advisors Inc. | $234.5K | 7,317 | 0.03% | 2q | HELD |
| Abundance Wealth Counselors | $211.7K | 6,606 | 0.01% | new | NEW |
| Pacific Capital Wealth Advisors, Inc. | $210.1K | 6,556 | 0.03% | new | NEW |
| IFG Advisors, LLC | $202.3K | 6,312 | 0.03% | new | NEW |
| Farther Finance Advisors, LLC | $96.0K | 2,994 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 17 | $18.7M | 582,470 | 4 | 1 | 5 | 0.0% |
| Q1 2026 | 15 | $18.6M | 667,897 | 15 | 0 | 0 | 0.0% |
| Q4 2025 | 3 | $5.9M | 227,925 | 2 | 0 | 1 | 0.0% |
| Q3 2025 | 2 | $1.8M | 68,842 | 2 | 0 | 0 | 0.0% |