AAVM EA SERIES TRUST
FollowALPHA ARCHITECT (fund)
9 managers (9 13F filers) reported a position in AAVM shares at 2025-03-31, 375,263 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 2
- Added
- 1
- Reduced
- 3
- Sold out
- 3
- Shares held by filers
- 375,263
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 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Empirical Finance, LLC | 243,291 | $5.97M | 0.36% | -16,719 | 13F-HRTimeline |
| Lifeworks Advisors, LLC | 72,953 | $1.79M | 0.3% | -36,847 | 13F-HRTimeline |
| Valley Financial Group, Inc. | 21,174 | $520K | 0.34% | +116 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 16,112 | $395K | <0.01% | -789 | 13F-HR/ATimelineGroup |
| GWN SECURITIES INC. | 9,932 | $244K | 0.01% | new | 13F-HRTimeline |
| DEBUSSY CAPITAL MANAGEMENT LP | 9,112 | $224K | 0.04% | 0 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 2,688 | $66K | <0.01% | new | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $40 | <0.01% | 0 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |