Skip to content

AAUS EA SERIES TRUST

Follow

ALPHA ARCHITECT (fund)

29 managers (29 13F filers) reported a position in AAUS shares at 2026-03-31, 6,061,195 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
29
13F filers
29
New
3
Added
1
Reduced
8
Sold out
1
Shares held by filers
6,061,195

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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$144M16.66%013F-HRTimeline
Plancorp, LLC681,498$37.2M1.06%-11,23113F-HRTimeline
Seed Wealth Management, Inc.683,953$35.8M24.64%013F-HRTimeline
Relyea Zuckerberg Hanson LLC446,173$23.4M2.35%-154,89913F-HRTimeline
Sageworth Trust Co177,900$9.32M0.4%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…172,768$9.12M0.02%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC172,768$9.05M<0.01%013F-HRTimelineGroup
Empowered Funds, LLC154,898$8.11M0.05%new13F-HR/ATimeline
One Degree Advisors Inc137,571$7.21M1.89%-12,15313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…110,967$5.82M0.04%-80813F-HRTimelineGroup
Soundwatch Capital LLC99,887$5.23M0.66%-80813F-HRTimeline
M Holdings Securities, Inc.66,518$3.48M0.24%013F-HRTimeline
QUARRY HILL ADVISORS, LLC38,563$2.19M0.9%013F-HRTimeline
Downshift Financial, LLC35,307$1.91M0.99%new13F-HRTimeline
JPL Wealth Management, LLC35,428$1.86M0.43%013F-HR/ATimeline
Creative Planningin group Creative Planning31,691$1.66M<0.01%-1913F-HRTimelineGroup
Frankly Finances, LLC31,331$1.64M1.49%013F-HRTimeline
Flatrock Wealth Partners LLC31,250$1.64M0.74%013F-HRTimeline
Almanack Investment Partners, LLC.24,443$1.28M0.22%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…24,284$1.27M0.3%013F-HRTimeline
L.K. Benson & Company, P.C.23,439$1.23M0.41%013F-HRTimeline
Revolve Wealth Partners, LLC23,350$1.22M0.16%-14,85613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,089$1.1M<0.01%+2,90213F-HRTimelineGroup
Schiavi & Co LLC19,362$1.01M0.3%013F-HRTimeline
Ledyard National Bank19,277$1.01M0.09%-1,91013F-HRTimeline
Sherman Wealth Management LLC17,545$919K0.79%013F-HRTimeline
Savvy Advisors, Inc.14,593$764K0.02%new13F-HRTimeline
Truepoint, Inc.7,874$412K0.01%013F-HRTimeline
Parkside Financial Bank & Trust3,635$190K0.01%013F-HRTimeline