AAVM EA SERIES TRUST
FollowALPHA ARCHITECT (fund)
6 managers (6 13F filers) reported a position in AAVM shares at 2026-06-30, 212,587 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 0
- Added
- 1
- Reduced
- 4
- Sold out
- 2
- Shares held by filers
- 212,587
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Empirical Finance, LLC | 178,907 | $6.03M | 0.25% | -85,233 | 13F-HRTimeline |
| Valley Financial Group, Inc. | 13,475 | $454K | 0.22% | +101 | 13F-HRTimeline |
| Lifeworks Advisors, LLC | 9,542 | $322K | 0.03% | -5,316 | 13F-HRTimeline |
| GWN SECURITIES INC. | 8,420 | $284K | 0.05% | -1,377 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 2,242 | $76K | <0.01% | -9,832 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $45 | <0.01% | 0 | 13F-HRTimelineGroup |