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AAUS EA SERIES TRUST

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ALPHA ARCHITECT (fund)

27 managers (27 13F filers) reported a position in AAUS shares at 2025-12-31, 6,050,786 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
27
13F filers
27
New
4
Added
4
Reduced
7
Sold out
1
Shares held by filers
6,050,786

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, LLC2,753,833$152M18.64%013F-HRTimeline
Plancorp, LLC692,729$38.2M1.15%-1,93413F-HRTimeline
Seed Wealth Management, Inc.683,953$37.7M25.99%-14,50713F-HRTimeline
Relyea Zuckerberg Hanson LLC601,072$33.1M3.35%-1,86513F-HRTimeline
Sageworth Trust Co177,900$9.8M0.42%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…172,768$9.63M0.01%+127,51813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC172,768$9.52M<0.01%+127,51813F-HRTimelineGroup
One Degree Advisors Inc149,724$8.25M2.27%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…111,775$6.16M0.04%new13F-HRTimelineGroup
Soundwatch Capital LLC100,695$5.55M0.86%+3,26413F-HRTimeline
M Holdings Securities, Inc.66,518$3.67M0.26%013F-HRTimeline
QUARRY HILL ADVISORS, LLC38,563$2.13M0.99%013F-HRTimeline
Revolve Wealth Partners, LLC38,206$2.11M0.25%-46713F-HRTimeline
JPL Wealth Management, LLC35,428$1.95M0.48%013F-HRTimeline
Creative Planningin group Creative Planning31,710$1.75M<0.01%-7413F-HRTimelineGroup
Frankly Finances, LLC31,331$1.73M1.64%13F-HR/ATimeline
Flatrock Wealth Partners LLC31,250$1.72M0.83%13F-HR/ATimeline
Almanack Investment Partners, LLC.24,443$1.35M0.23%-467,35513F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…24,284$1.34M0.32%013F-HRTimeline
L.K. Benson & Company, P.C.23,439$1.29M0.65%013F-HRTimeline
Ledyard National Bank21,187$1.17M0.1%-1,50013F-HRTimeline
Schiavi & Co LLC19,362$1.07M0.34%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,187$1M<0.01%+15,09413F-HRTimelineGroup
Sherman Wealth Management LLC17,545$967K0.84%13F-HR/ATimeline
Truepoint, Inc.7,874$434K0.01%013F-HRTimeline
Parkside Financial Bank & Trust3,635$200K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG607$33.4K<0.01%new13F-HRTimelineGroup