ROE EA SERIES TRUST: institutional ownership and insider trading
80 funds reported holding $223M of EA SERIES TRUST in their latest 13F filings; in Q2 2026 funds net bought $7.53M, with 18 new positions and 4 funds selling out.
Largest institutional holders of ROE
- Hobbs Group Advisors, LLC — $28.3M
- POTOMAC FUND MANAGEMENT INC /ADV — $28.0M
- WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $25.6M
- Vermillion & White Wealth Management Group, LLC — $13.2M
- Greenwich Wealth Management LLC — $12.8M
- Janney Montgomery Scott LLC — $12.6M
- Beacon Capital Management, Inc. — $12.5M
- ENVESTNET ASSET MANAGEMENT INC — $11.5M
- Astor Investment Management LLC — $9.90M
- SYKON CAPITAL LLC — $5.84M