19 institutions reported holding $18.7M of EA SERIES TRUST (TCV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Well Done, LLC ($9.1M), TOWLE & CO ($2.9M), RAYMOND JAMES FINANCIAL INC ($1.1M), MONETA GROUP INVESTMENT ADVISORS LLC ($901,449), PNC Financial Services Group, Inc. ($665,754). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Well Done, LLC | $9.1M | 284,291 | Trimmed |
| 2 | TOWLE & CO | $2.9M | 89,163 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $1.1M | 34,115 | Trimmed |
| 4 | MONETA GROUP INVESTMENT ADVISORS LLC | $901,449 | 28,127 | Trimmed |
| 5 | PNC Financial Services Group, Inc. | $665,754 | 20,773 | Hold |
| 6 | Mariner, LLC | $581,367 | 18,140 | Hold |
| 7 | MIRAE ASSET SECURITIES (USA) INC. | $525,506 | 16,397 | Trimmed |
| 8 | CWA Asset Management Group, LLC | $453,492 | 14,150 | New |
| 9 | Plancorp, LLC | $443,041 | 13,495 | Trimmed |
| 10 | Archford Capital Strategies, LLC | $442,886 | 13,819 | Trimmed |
| 11 | Apollon Wealth Management, LLC | $354,237 | 11,053 | Hold |
| 12 | AMG National Trust Bank | $293,637 | 9,162 | Hold |
| 13 | Mountain Capital Investment Advisors Inc. | $234,502 | 7,317 | Hold |
| 14 | Abundance Wealth Counselors | $211,716 | 6,606 | New |
| 15 | Pacific Capital Wealth Advisors, Inc. | $210,113 | 6,556 | New |
| 16 | IFG Advisors, LLC | $202,293 | 6,312 | New |
| 17 | Farther Finance Advisors, LLC | $95,954 | 2,994 | Hold |
| 18 | SANDERS MORRIS HARRIS LLC | $0 | 0 | Exited |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30