# EA SERIES TRUST (AAVM)

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

- Reporting holders: 7
- Reported value: $7.5M
- 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 |
|---|---|---|---|---|
| [Empirical Finance, LLC](https://holderbook.com/funds/1572838-empirical-finance-llc/) | $6.0M | 178,907 | 0.3% | 2 |
| [Valley Financial Group, Inc.](https://holderbook.com/funds/2010327-valley-financial-group-inc/) | $454.2K | 13,475 | 0.2% | 11 |
| [Range Advisory, LLC](https://holderbook.com/funds/2152629-range-advisory-llc/) | $353.9K | 10,497 | 0.0% | 3 |
| [Lifeworks Advisors, LLC](https://holderbook.com/funds/1882132-lifeworks-advisors-llc/) | $321.7K | 9,542 | 0.0% | 9 |
| [GWN SECURITIES INC.](https://holderbook.com/funds/1265905-gwn-securities-inc/) | $283.9K | 8,420 | 0.0% | 3 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $76.0K | 2,242 | 0.0% | 31 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $45 | 1 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 7 | $7.5M |
| Q1 2026 | 9 | $10.4M |
| Q4 2025 | 7 | $2.1M |
| Q3 2025 | 9 | $11.2M |
| Q2 2025 | 10 | $10.4M |
| Q1 2025 | 8 | $9.2M |
| Q4 2024 | 9 | $10.9M |
| Q3 2024 | 8 | $10.9M |
| Q2 2024 | 9 | $7.8M |
| Q1 2024 | 8 | $7.0M |
| Q4 2023 | 8 | $7.5M |
| Q3 2023 | 5 | $14.8M |