EA Series Trust (YOKE)

Management Company · XNAS · Series S000090290 · View on SEC EDGAR ↗

$32.00
As of Aug. 19, 2026
▼ -0.27 (-0.84%)
1-day change
$26.09 $32.65
52-week range
Net assets
$225.3M
Holdings
51
As of
April 30, 2026 stale
Top 10 holdings weight
34.64%
Effective number of positions
40.7
Positions above 1%
44
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Performance as of March 10, 2026

Period Price return Total return
1M ▼ -0.59%
3M ▲ +4.91%
6M ▲ +5.07%
YTD ▲ +5.32%
1Y
3Y
5Y
Max since April 3, 2025 ▲ +24.16%
Volatility 1Y
Volatility 3Y
Max drawdown 3Y
Beta 3Y
Sharpe 1Y*

Total return is shown once dividend history for this fund has been collected — price return alone would duplicate it misleadingly. Returns are not benchmarked against an index. * Sharpe ratio is computed with a 0% risk-free rate.

Fund flows (SEC-reported)

Last month (Apr 2026)
-$889K
Quarter ending Apr 2026
-$2.3M
Trailing 12 months
-$12.1M

May 2025 – Apr 2026

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Full composition 51 holdings

NameCUSIP Value % Balance Category Country
First American Government Obligations Fund 31846V336 $629K 0.28 628,697 STIV US
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Sector breakdown

Industrials
19.0%
Technology
18.5%
Retail
12.8%
Communication Services
9.6%
Financial Services
6.1%
Energy
5.9%
Healthcare
5.5%
Consumer products
2.8%
Consumer Discretionary
2.4%
Consumer Staples
1.9%
Communications
1.8%
Financials
1.5%
Real Estate
1.4%
Materials
1.2%
Other/Unmapped
9.6%

Institutional owners (13F) 4 filers

Institutions that report holding this ETF in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value % of tracked 13F Shares Type As of
Smart Money Group LLC $235,287,602 99.36% 7,220,911 Shares June 30, 2026
CITADEL ADVISORS LLC $726,465 0.31% 22,295 Shares June 30, 2026
ROYAL BANK OF CANADA $563,000 0.24% 17,286 Shares June 30, 2026
JPMORGAN CHASE & CO $232,899 0.10% 7,219 Shares June 30, 2026

Peer funds

More from this issuer

Fund AUM
SFGV EA Series Trust $1.1B
BRNY EA Series Trust $553.0M
SMRI EA Series Trust $540.9M
ORR EA Series Trust $367.2M
AAAA EA Series Trust $267.4M
ROE EA Series Trust $260.3M
TBG EA Series Trust $230.0M
TOV EA Series Trust $227.9M
RNIN EA Series Trust $153.1M
GQQQ EA Series Trust $145.2M

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Fund AUM
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NBSM Neuberger Berman ETF Trust $226.1M
SPUU Direxion Shares ETF Trust $227.5M
RISR Tidal Trust I $227.5M
TOV EA Series Trust $227.9M
ASLV ALLSPRING EXCHANGE-TRADED FUNDS… $223.2M
VGMS VANGUARD MALVERN FUNDS $223.1M
MUSI AMERICAN CENTURY ETF TRUST $221.0M
ELCV Strategy Shares $220.7M
PY Principal Exchange-Traded Funds $220.4M