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Disclosery

TOV EA SERIES TRUST

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JLEN 500 JEW ETF (fund)

22 managers (22 13F filers) reported a position in TOV shares at 2026-03-31, 1,520,719 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
22
13F filers
22
New
5
Added
9
Reduced
2
Sold out
5
Shares held by filers
1,520,719

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV626,403$17.1M0.27%+7,46213F-HR/ATimeline
NEPC LLC431,110$11.8M0.23%+9,76713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS233,726$6.39M0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp71,189$1.95M<0.01%+28,49613F-HRTimelineGroup
Sand Hill Global Advisors, LLC32,064$876K0.03%+16613F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.30,185$825K0.04%+20,20013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,155$387K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC10,300$282K<0.01%new13F-HRTimeline
Tiller Private Wealth, Inc.8,899$243K0.09%+1,10013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,823$241K<0.01%new13F-HRTimelineGroup
Pitcairn Wealth Advisors LLCin group PITCAIRN CO7,293$209K0.02%-113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,007$54.9K<0.01%+1,25713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,908$52.2K<0.01%+413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,510$41.3K<0.01%+52513F-HRTimelineGroup
JPL Wealth Management, LLC430$11.8K<0.01%new13F-HR/ATimeline
NFSG Corp380$10.4K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.174$4.76K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA100$3K<0.01%-15013F-HRTimelineGroup
UBS Group AGin group UBS Group AG65$1.78K<0.01%new13F-HRTimelineGroup
MAI Capital Management50$1.37K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp12$329<0.01%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP39,936$1.09K013F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.