EA SERIES TRUST (AAUS)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
27
Reporting holders
$337.0M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Cache Advisors, LLC | $164.5M | 2,753,833 | 13.95% | 4q | HELD |
| Relyea Zuckerberg Hanson LLC | $53.3M | 892,346 | 2.22% | 4q | +100.0%+$26.7M |
| Seed Wealth Management, Inc. | $40.8M | 682,464 | 25.81% | 4q | HELD |
| Plancorp, LLC | $11.9M | 198,547 | 0.29% | 4q | -70.9%-$29.0M |
| Sageworth Trust Co | $10.6M | 177,900 | 0.42% | 3q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.4M | 172,768 | 0.02% | 4q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $10.3M | 172,768 | 0.00% | 4q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $6.4M | 106,762 | 0.04% | 3q | -3.8%-$251.2K |
| Soundwatch Capital LLC | $5.7M | 95,682 | 0.63% | 4q | -4.2%-$251.2K |
| QUARRY HILL ADVISORS, LLC | $2.3M | 38,450 | 0.88% | 4q | HELD |
| JPL Wealth Management, LLC | $2.1M | 35,428 | 0.42% | 4q | HELD |
| Frankly Finances, LLC | $1.9M | 62,662 | 1.48% | 3q | +100.0%+$951.6K |
| Creative Planning | $1.9M | 31,588 | 0.00% | 4q | HELD |
| Flatrock Wealth Partners LLC | $1.9M | 31,250 | 0.73% | 3q | HELD |
| ROYAL BANK OF CANADA | $1.7M | 28,196 | 0.00% | 4q | +33.7%+$424.7K |
| Almanack Investment Partners, LLC. | $1.5M | 24,443 | 0.19% | 4q | HELD |
| L.K. Benson & Company, P.C. | $1.4M | 23,439 | 0.42% | 4q | HELD |
| Revolve Wealth Partners, LLC | $1.4M | 23,350 | 0.14% | 4q | HELD |
| Schiavi & Co LLC | $1.2M | 19,362 | 0.31% | 4q | HELD |
| Ledyard National Bank | $1.2M | 19,277 | 0.09% | 4q | HELD |
| Sherman Wealth Management LLC | $1.0M | 17,545 | 0.79% | 3q | HELD |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $926.3K | 15,504 | 0.20% | 4q | -36.2%-$524.6K |
| Savvy Advisors, Inc. | $861.9K | 14,426 | 0.02% | 2q | -1.1%-$10.0K |
| Cambria Investment Management, L.P. | $517.0K | 8,654 | 0.03% | new | NEW |
| Empowered Funds, LLC | $517.0K | 8,654 | 0.00% | 2q | -94.4%-$8.7M |
| Truepoint, Inc. | $470.4K | 7,874 | 0.01% | 4q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $287.8K | 4,818 | 0.17% | new | NEW |
| One Degree Advisors Inc | $8.2K | 137,571 | 1.83% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 27 | $337.0M | 5,667,990 | 2 | 3 | 6 | 0.0% |
| Q1 2026 | 27 | $308.6M | 5,857,106 | 3 | 1 | 6 | 0.0% |
| Q4 2025 | 25 | $321.6M | 5,834,544 | 3 | 4 | 4 | 0.0% |
| Q3 2025 | 21 | $310.8M | 5,757,194 | 21 | 0 | 0 | 0.0% |