13F Insight
DOSSIER · 13F Holders · Q2 2026
TOV

EA SERIES TRUST

24 institutions still hold EA SERIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072Q846·24 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$47M
visible holders
Holders
24
filers reporting
Concentration
41.59%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV #1
top holder share
AI Holders Summary · Q2 2026

24 institutions reported TOV in Q2 2026. CAMBRIDGE ASSOCIATES LLC /MA/ /ADV leads at 41.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
CIK 0000733986
$20M626K0.28%Q2 202602
NEPC LLC
CIK 0001424799
$13M405K0.24%Q2 202603
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$7M234K0.01%Q2 202604
Bank of New York Mellon Corp
CIK 0001390777
$3M104K0.00%Q2 202605
Corient Private Wealth LLC
CIK 0001948780
$1M40K0.00%Q2 202606
Sand Hill Global Advisors, LLC
CIK 0001009209
$1M34K0.03%Q2 202607
CITADEL ADVISORS LLC
CIK 0001423053
$472K15K0.00%Q2 202608
Savant Capital, LLC
CIK 0001482880
$446K14K0.00%Q2 202609
HighTower Advisors, LLC
CIK 0001462245
$325K10K0.00%Q2 202610
Tiller Private Wealth, Inc.
CIK 0001663649
$288K9K0.09%Q2 202611
Pitcairn Wealth Advisors LLC
CIK 0002089089
$230K7K0.03%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$64K2K0.00%Q2 202613
MORGAN STANLEY
CIK 0000895421
$63K2K0.00%Q2 202614
Rockefeller Capital Management L.P.
CIK 0001739439
$60K2K0.00%Q2 202615
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$28K9850.00%Q4 202516
JPL Wealth Management, LLC
CIK 0002010710
$14K4300.00%Q2 202617
Newbridge Financial Services Group, Inc.
CIK 0001879757
$12K3800.00%Q2 202618
WELLS FARGO & COMPANY/MN
CIK 0000072971
$9K3000.00%Q2 202619
SOA Wealth Advisors, LLC.
CIK 0001849444
$5K1740.00%Q2 202620
ROYAL BANK OF CANADA
CIK 0001000275
$3K1000.00%Q2 2026
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