As of the latest SEC filings, EA SERIES TRUST (ROE) is held by 3 institutional funds. The largest fund shareholder is Potomac Tactical Rotation Fund (CRTBX), holding an estimated $24,153,552.18 in market value, representing 9.46% of its portfolio.
Funds holding EA SERIES TRUST (ROE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ROE
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CRTBX
Potomac Tactical Rotation Fund
|
MF | Independent / Boutique | 9.46% | $24,153,552.18 | 681,726 | Mar 31, 2026 | May 28, 2026 |
|
BCMDX
Beacon Dynamic Allocation Fund
|
MF | Independent / Boutique | 5.02% | $3,566,769.26 | 94,515 | Feb 28, 2026 | Apr 28, 2026 |
|
COIDX
IDX Adaptive Opportunities Fund
|
MF | Independent / Boutique | 2.25% | $733,283.20 | 16,000 | Mar 31, 2026 | May 28, 2026 |
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