# EA SERIES TRUST (AAUS)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AAUS/

- Reporting holders: 29
- Reported value: $376.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Cache Advisors, LLC](https://holderbook.com/funds/2052593-cache-advisors-llc/) | $164.5M | 2,753,833 | 14.0% | 4 |
| [Relyea Zuckerberg Hanson LLC](https://holderbook.com/funds/1793691-relyea-zuckerberg-hanson-llc/) | $53.3M | 892,346 | 2.2% | 4 |
| [Seed Wealth Management, Inc.](https://holderbook.com/funds/1963728-seed-wealth-management-inc/) | $40.8M | 682,464 | 25.8% | 4 |
| [Frankly Finances, LLC](https://holderbook.com/funds/2096338-frankly-finances-llc/) | $33.2M | 62,662 | 1.8% | 3 |
| [Plancorp, LLC](https://holderbook.com/funds/1599579-plancorp-llc/) | $11.9M | 198,547 | 0.3% | 4 |
| [Sageworth Trust Co](https://holderbook.com/funds/1482688-sageworth-trust-co/) | $10.6M | 177,900 | 0.4% | 3 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $10.4M | 172,768 | 0.0% | 4 |
| [AQR CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1167557-aqr-capital-management-llc/) | $10.3M | 172,768 | 0.0% | 4 |
| [One Degree Advisors Inc](https://holderbook.com/funds/2005743-one-degree-advisors-inc/) | $8.2M | 137,571 | 1.8% | 3 |
| [UNITED CAPITAL FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1463217-united-capital-financial-advisors-llc/) | $6.4M | 106,762 | 0.0% | 3 |
| [Soundwatch Capital LLC](https://holderbook.com/funds/1803253-soundwatch-capital-llc/) | $5.7M | 95,682 | 0.6% | 4 |
| [QUARRY HILL ADVISORS, LLC](https://holderbook.com/funds/1965346-quarry-hill-advisors-llc/) | $2.3M | 38,450 | 0.9% | 4 |
| [JPL Wealth Management, LLC](https://holderbook.com/funds/2010710-jpl-wealth-management-llc/) | $2.1M | 35,428 | 0.4% | 4 |
| [Creative Planning](https://holderbook.com/funds/1540235-creative-planning/) | $1.9M | 31,588 | 0.0% | 4 |
| [Flatrock Wealth Partners LLC](https://holderbook.com/funds/2130067-flatrock-wealth-partners-llc/) | $1.9M | 31,250 | 0.7% | 3 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $1.7M | 28,196 | 0.0% | 4 |
| [Almanack Investment Partners, LLC.](https://holderbook.com/funds/1680613-almanack-investment-partners-llc/) | $1.5M | 24,443 | 0.2% | 4 |
| [L.K. Benson & Company, P.C.](https://holderbook.com/funds/2055235-l-k-benson-company-p-c/) | $1.4M | 23,439 | 0.4% | 4 |
| [Revolve Wealth Partners, LLC](https://holderbook.com/funds/1808992-revolve-wealth-partners-llc/) | $1.4M | 23,350 | 0.1% | 4 |
| [Schiavi & Co LLC](https://holderbook.com/funds/1840014-schiavi-co-llc/) | $1.2M | 19,362 | 0.3% | 4 |
| [Ledyard National Bank](https://holderbook.com/funds/1310658-ledyard-national-bank/) | $1.2M | 19,277 | 0.1% | 4 |
| [Sherman Wealth Management LLC](https://holderbook.com/funds/2096110-sherman-wealth-management-llc/) | $1.0M | 17,545 | 0.8% | 3 |
| [SUMMIT WEALTH & RETIREMENT PLANNING, INC.](https://holderbook.com/funds/1766995-summit-wealth-retirement-planning-inc/) | $926.3K | 15,504 | 0.2% | 4 |
| [Savvy Advisors, Inc.](https://holderbook.com/funds/2003633-savvy-advisors-inc/) | $861.9K | 14,426 | 0.0% | 2 |
| [Cambria Investment Management, L.P.](https://holderbook.com/funds/1529389-cambria-investment-management-l-p/) | $517.0K | 8,654 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 29 | $376.7M |
| Q1 2026 | 29 | $319.3M |
| Q4 2025 | 27 | $333.5M |
| Q3 2025 | 22 | $314.4M |