# EA SERIES TRUST (TOV)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/TOV/

- Reporting holders: 23
- Reported value: $49.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CAMBRIDGE ASSOCIATES LLC /MA/ /ADV](https://holderbook.com/funds/733986-cambridge-associates-llc-ma-adv/) | $19.7M | 626,403 | 0.3% | 5 |
| [NEPC LLC](https://holderbook.com/funds/1424799-nepc-llc/) | $12.8M | 404,606 | 0.2% | 6 |
| [CAPTRUST FINANCIAL ADVISORS](https://holderbook.com/funds/1512024-captrust-financial-advisors/) | $7.4M | 233,726 | 0.0% | 5 |
| [Bank of New York Mellon Corp](https://holderbook.com/funds/1390777-bank-of-new-york-mellon-corp/) | $3.3M | 103,519 | 0.0% | 3 |
| [Corient Private Wealth LP](https://holderbook.com/funds/1948780-corient-private-wealth-lp/) | $2.5M | 79,872 | 0.0% | 5 |
| [Sand Hill Global Advisors, LLC](https://holderbook.com/funds/1009209-sand-hill-global-advisors-llc/) | $1.1M | 33,779 | 0.0% | 4 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $944.9K | 29,982 | 0.0% | 2 |
| [Savant Capital, LLC](https://holderbook.com/funds/1482880-savant-capital-llc/) | $446.1K | 14,155 | 0.0% | 4 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $324.7K | 10,304 | 0.0% | 2 |
| [Tiller Private Wealth, Inc.](https://holderbook.com/funds/1663649-tiller-private-wealth-inc/) | $287.5K | 9,124 | 0.1% | 3 |
| [Pitcairn Wealth Advisors LLC](https://holderbook.com/funds/2089089-pitcairn-wealth-advisors-llc/) | $229.8K | 7,293 | 0.0% | 3 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $64.3K | 2,039 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $63.2K | 2,007 | 0.0% | 3 |
| [Rockefeller Capital Management L.P.](https://holderbook.com/funds/1739439-rockefeller-capital-management-l-p/) | $60.3K | 1,913 | 0.0% | 3 |
| [PNC Financial Services Group, Inc.](https://holderbook.com/funds/713676-pnc-financial-services-group-inc/) | $47.6K | 1,510 | 0.0% | 5 |
| [MERCER GLOBAL ADVISORS INC /ADV](https://holderbook.com/funds/853758-mercer-global-advisors-inc-adv/) | $25.8K | 818 | 0.0% | 1 |
| [JPL Wealth Management, LLC](https://holderbook.com/funds/2010710-jpl-wealth-management-llc/) | $13.6K | 430 | 0.0% | 2 |
| [NFSG Corp](https://holderbook.com/funds/1879757-nfsg-corp/) | $12.0K | 380 | 0.0% | 6 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $9.5K | 300 | 0.0% | 1 |
| [SOA Wealth Advisors, LLC.](https://holderbook.com/funds/1849444-soa-wealth-advisors-llc/) | $5.5K | 174 | 0.0% | 2 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $3.0K | 100 | 0.0% | 3 |
| [FMR LLC](https://holderbook.com/funds/315066-fmr-llc/) | $1.7K | 54 | 0.0% | 1 |
| [Atlantic Union Bankshares Corp](https://holderbook.com/funds/883948-atlantic-union-bankshares-corp/) | $379 | 12 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 23 | $49.2M |
| Q1 2026 | 21 | $40.5M |
| Q4 2025 | 22 | $42.8M |
| Q3 2025 | 15 | $48.4M |
| Q2 2025 | 12 | $32.4M |
| Q1 2025 | 4 | $7.0M |