Who Owns EA SERIES TRUST (TOV)? -- Institutional Holders (2026-06-30)

25 institutions reported holding $47.5M of EA SERIES TRUST (TOV) in SEC 13F filings for 2026-06-30. Largest institutional holders: CAMBRIDGE ASSOCIATES LLC /MA/ /ADV ($19.7M), NEPC LLC ($12.8M), CAPTRUST FINANCIAL ADVISORS ($7.4M), Bank of New York Mellon Corp ($3.3M), Corient Private Wealth LLC ($1.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$19.7M626,403Hold
2NEPC LLC$12.8M404,606Trimmed
3CAPTRUST FINANCIAL ADVISORS$7.4M233,726Hold
4Bank of New York Mellon Corp$3.3M103,519Added
5Corient Private Wealth LLC$1.3M39,936Hold
6Sand Hill Global Advisors, LLC$1.1M33,779Added
7CITADEL ADVISORS LLC$472,42514,991Added
8Savant Capital, LLC$446,08014,155Hold
9HighTower Advisors, LLC$324,72810,304Added
10Tiller Private Wealth, Inc.$287,5339,124Added
11Pitcairn Wealth Advisors LLC$229,8507,293Hold
12OSAIC HOLDINGS, INC.$64,2552,039New
13MORGAN STANLEY$63,2482,007Hold
14Rockefeller Capital Management L.P.$60,2901,913Added
15PNC Financial Services Group, Inc.$47,5861,510Hold
16JPL Wealth Management, LLC$13,551430Hold
17Newbridge Financial Services Group, Inc.$11,975380Hold
18WELLS FARGO & COMPANY/MN$9,454300New
19SOA Wealth Advisors, LLC.$5,483174Hold
20Royal Bank of Canada$3,000100Hold
21FMR LLC$1,70754New
22Atlantic Union Bankshares Corp$37912Hold
23MAI Capital Management$00Exited
24UBS Group AG$00Exited
25MIRAE ASSET SECURITIES (USA) INC.$00Exited

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