Skip to content
Disclosery

AAEQ EA SERIES TRUST

Follow

ALPHA ARCHITECT (fund)

42 managers (42 13F filers) reported a position in AAEQ shares at 2026-06-30, 6,264,036 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
42
13F filers
42
New
4
Added
2
Reduced
14
Sold out
3
Shares held by filers
6,264,036

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Cache Advisors, LLC3,631,067$193M16.38%013F-HRTimeline
Everest Private Wealth375,942$20M7.46%-4,54713F-HRTimeline
Beacon Pointe Advisors, LLC359,759$19.1M0.09%013F-HRTimeline
Vise Technologies, Inc.233,703$12.4M0.14%new13F-HRTimeline
Truepoint, Inc.232,542$12.4M0.26%-73113F-HRTimeline
JPL Wealth Management, LLC229,355$12.2M2.42%013F-HRTimeline
Flatrock Wealth Partners LLC101,682$5.41M2.12%013F-HRTimeline
Seed Wealth Management, Inc.91,183$4.85M3.07%-27113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…83,311$4.43M0.02%013F-HRTimelineGroup
Soundwatch Capital LLC83,311$4.43M0.49%013F-HRTimeline
Meredith Wealth Planning80,965$4.31M1.02%-30713F-HRTimeline
Ethos Financial Group, LLC80,056$4.16M0.28%-20,39913F-HRTimeline
Ledyard National Bank65,131$3.46M0.28%-1,40513F-HRTimeline
Quantinno Capital Management LP53,441$2.84M<0.01%+28,64713F-HRTimeline
One Degree Advisors Inc50,944$2.7M0.6%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC49,139$2.61M0.59%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…43,122$2.29M0.02%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…39,418$2.1M0.44%013F-HRTimeline
Revolve Wealth Partners, LLC37,219$1.98M0.21%-47313F-HRTimeline
FIDELITY D & D BANCORP INC32,817$1.75M0.6%013F-HRTimeline
Magnolia Private Wealth, LLC31,966$1.7M0.93%-80013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA29,555$1.57M<0.01%+47613F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP27,580$1.47M0.01%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,340$1.08M<0.01%-1,61213F-HRTimelineGroup
Family CFO Inc19,852$1.06M0.41%013F-HRTimeline
Sherman Wealth Management LLC17,799$947K0.71%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,607$936K<0.01%new13F-HR/ATimeline
CONTINUUM WEALTH ADVISORS, LLC15,437$821K0.28%013F-HRTimeline
Prairiewood Capital, LLC15,388$818K0.21%013F-HRTimeline
BLAIR WILLIAM & CO/IL15,195$808K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning14,259$758K<0.01%013F-HRTimelineGroup
QUARRY HILL ADVISORS, LLC14,235$757K0.29%-5,93313F-HRTimeline
MilWealth Group LLC12,789$680K0.15%-1,04513F-HRTimeline
Savvy Advisors, Inc.12,154$646K0.01%-1,12213F-HRTimeline
Schiavi & Co LLC9,817$522K0.14%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,378$499K<0.01%013F-HRTimelineGroup
Midwest Capital Advisors, LLC6,605$351K0.14%013F-HRTimeline
XY Planning Network, Inc.6,605$351K0.04%-1,89613F-HRTimeline
ZWJ INVESTMENT COUNSEL INC5,104$271K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,385$233K<0.01%new13F-HR/ATimelineGroup
Farther Finance Advisors, LLC3,430$182K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG449$23.9K<0.01%-94313F-HRTimelineGroup