TOV — Ea Series Trust Institutional Holders · Q2 2026

Name: Who Owns TOV? 25 Institutions Hold $47.5M (Q2 2026)
Creator: ko.io

Who owns Ea Series Trust (TOV)? 25 institutions reported holding $47.48M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Cambridge Associates LLC /Ma/ ($19.7M), Nepc LLC ($12.8M), Captrust Financial Advisors ($7.4M).

Rank	Institution	Value	Shares	Change
1	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	$19.7M	626,403	Hold
2	NEPC LLC	$12.8M	404,606	Trimmed
3	CAPTRUST FINANCIAL ADVISORS	$7.4M	233,726	Hold
4	Bank of New York Mellon Corp	$3.3M	103,519	Added
5	Corient Private Wealth LLC	$1.3M	39,936	Hold
6	Sand Hill Global Advisors, LLC	$1.1M	33,779	Added
7	CITADEL ADVISORS LLC	$472,425	14,991	Added
8	Savant Capital, LLC	$446,080	14,155	Hold
9	HighTower Advisors, LLC	$324,728	10,304	Added
10	Tiller Private Wealth, Inc.	$287,533	9,124	Added
11	Pitcairn Wealth Advisors LLC	$229,850	7,293	Hold
12	OSAIC HOLDINGS, INC.	$64,255	2,039	New
13	MORGAN STANLEY	$63,248	2,007	Hold
14	Rockefeller Capital Management L.P.	$60,290	1,913	Added
15	PNC Financial Services Group, Inc.	$47,586	1,510	Hold
16	JPL Wealth Management, LLC	$13,551	430	Hold
17	Newbridge Financial Services Group, Inc.	$11,975	380	Hold
18	WELLS FARGO & COMPANY/MN	$9,454	300	New
19	SOA Wealth Advisors, LLC.	$5,483	174	Hold
20	Royal Bank of Canada	$3,000	100	Hold
21	FMR LLC	$1,707	54	New
22	Atlantic Union Bankshares Corp	$379	12	Hold
23	MAI Capital Management	$0	0	Exited
24	UBS Group AG	$0	0	Exited
25	MIRAE ASSET SECURITIES (USA) INC.	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30