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Disclosery

AAUA EA SERIES TRUST

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ALPHA ARCHITECT (fund)

41 managers (41 13F filers) reported a position in AAUA shares at 2026-06-30, 4,479,923 shares in all. 10 filers opened a position and 1 filer sold out during the quarter.

Managers
41
13F filers
41
New
10
Added
1
Reduced
8
Sold out
1
Shares held by filers
4,479,923

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, LLC1,872,926$107M9.04%013F-HRTimeline
BLB&B Advisors, LLC857,606$48.8M1.79%-45,03113F-HRTimeline
Relyea Zuckerberg Hanson LLC339,700$19.3M1.61%013F-HR/ATimeline
Kathmere Capital Management, LLC221,231$12.6M0.67%-20713F-HRTimeline
Quantinno Capital Management LP173,666$9.89M0.01%new13F-HRTimeline
Everest Private Wealth111,578$6.35M2.37%-47,02513F-HRTimeline
Ledyard National Bank91,951$5.23M0.42%013F-HRTimeline
HighTower Advisors, LLC83,800$4.77M<0.01%013F-HRTimeline
Family CFO Inc63,129$3.59M1.38%013F-HRTimeline
Lansing Street Advisors60,080$3.42M0.73%new13F-HRTimeline
Revolve Wealth Partners, LLC44,451$2.53M0.26%new13F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…40,458$2.3M0.49%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.38,601$2.2M0.42%013F-HRTimeline
JPL Wealth Management, LLC36,070$2.05M0.41%013F-HRTimeline
Creative Planningin group Creative Planning35,500$2.02M<0.01%013F-HRTimelineGroup
Downshift Financial, LLC35,307$2.01M0.91%new13F-HRTimeline
Meridian Wealth Management, LLC34,568$1.97M0.06%013F-HRTimeline
Foundry Financial LLC29,860$1.7M0.57%013F-HRTimeline
One Degree Advisors Inc29,094$1.65M0.37%-1,60513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,201$1.6M<0.01%+23,32813F-HRTimelineGroup
Farther Finance Advisors, LLC28,150$1.6M0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC25,840$1.47M0.01%013F-HRTimeline
Almanack Investment Partners, LLC.25,485$1.45M0.18%013F-HRTimeline
NewEdge Advisors, LLC23,467$1.34M<0.01%013F-HRTimeline
Meredith Wealth Planning19,556$1.11M0.26%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,462$1.11M<0.01%new13F-HR/ATimeline
Bouchey Financial Group, Ltd.17,822$1.01M0.07%013F-HRTimeline
Perigon Wealth Management, LLC14,316$815K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.10,633$605K0.17%-2013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,672$551K<0.01%-20213F-HRTimelineGroup
Prairiewood Capital, LLC9,376$534K0.14%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,654$493K<0.01%new13F-HRTimelineGroup
Snowden Capital Advisors LLC6,776$386K0.01%013F-HRTimeline
Rockwood Wealth Management, LLC6,351$362K0.02%-113F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,550$316K<0.01%013F-HRTimeline
Cambria Investment Management, L.P.4,641$264K0.01%new13F-HRTimeline
Empowered Funds, LLC4,641$264K<0.01%new13F-HRTimeline
QUARRY HILL ADVISORS, LLC4,497$256K0.1%013F-HRTimeline
Causey Wealth LLC3,641$207K0.08%new13F-HRTimeline
MilWealth Group LLC2,995$170K0.04%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp621$35.4K<0.01%-44613F-HRTimelineGroup