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AAEQ EA SERIES TRUST

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ALPHA ARCHITECT (fund)

34 managers (34 13F filers) reported a position in AAEQ shares at 2025-12-31, 5,887,238 shares in all. 32 filers opened a position and 0 filers sold out during the quarter.

Managers
34
13F filers
34
New
32
Added
0
Reduced
0
Sold out
0
Shares held by filers
5,887,238

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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$179M22%new13F-HRTimeline
Everest Private Wealth381,936$18.8M10.51%new13F-HRTimeline
Beacon Pointe Advisors, LLC359,759$17.7M0.12%new13F-HRTimeline
Truepoint, Inc.245,500$12.1M0.27%new13F-HRTimeline
JPL Wealth Management, LLC229,360$11.3M2.76%new13F-HRTimeline
Flatrock Wealth Partners LLC101,682$5.02M2.41%13F-HR/ATimeline
Ethos Financial Group, LLC100,455$4.96M0.37%new13F-HRTimeline
Seed Wealth Management, Inc.91,621$4.52M3.12%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…83,311$4.11M0.02%new13F-HRTimelineGroup
Meredith Wealth Planning81,272$4.01M1.19%new13F-HRTimeline
Ledyard National Bank68,656$3.39M0.29%new13F-HRTimeline
Revolve Wealth Partners, LLC53,012$2.61M0.31%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC49,139$2.43M0.71%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…43,122$2.15M0.02%new13F-HRTimeline
M Holdings Securities, Inc.42,588$2.1M0.15%new13F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…39,418$1.94M0.46%new13F-HRTimeline
Soundwatch Capital LLC37,001$1.83M0.28%new13F-HRTimeline
FIDELITY D & D BANCORP INC32,817$1.62M0.7%new13F-HRTimeline
Magnolia Private Wealth, LLC32,766$1.62M1.13%new13F-HRTimeline
QUARRY HILL ADVISORS, LLC20,168$995K0.46%new13F-HRTimeline
Family CFO Inc19,852$979K0.44%new13F-HRTimeline
Sherman Wealth Management LLC17,799$878K0.76%13F-HR/ATimeline
Prairiewood Capital, LLC15,546$767K0.24%new13F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC15,437$761K0.29%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,327$756K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning14,259$703K<0.01%new13F-HRTimelineGroup
MilWealth Group LLC14,031$692K0.16%new13F-HRTimeline
Schiavi & Co LLC9,817$484K0.16%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,378$463K<0.01%new13F-HRTimelineGroup
XY Planning Network, Inc.8,501$419K0.07%new13F-HRTimeline
Perigon Wealth Management, LLC7,502$370K0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC6,605$326K0.16%new13F-HRTimeline
ZWJ INVESTMENT COUNSEL INC5,104$252K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC3,430$169K<0.01%new13F-HRTimeline