AAVM EA SERIES TRUST
FollowALPHA ARCHITECT (fund)
7 managers (7 13F filers) reported a position in AAVM shares at 2025-12-31, 70,188 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 2
- Added
- 1
- Reduced
- 3
- Sold out
- 5
- Shares held by filers
- 70,188
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Lifeworks Advisors, LLC | 26,665 | $787K | 0.1% | -30,394 | 13F-HRTimeline |
| Valley Financial Group, Inc. | 13,359 | $394K | 0.22% | -8,600 | 13F-HRTimeline |
| Range Advisory, LLC | 10,711 | $316K | 0.08% | 13F-HRTimeline | |
| GWN SECURITIES INC. | 9,690 | $286K | 0.06% | new | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 8,520 | $252K | <0.01% | -10,310 | 13F-HRTimelineGroup |
| AlphaCore Capital LLC | 1,241 | $36.6K | <0.01% | new | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 2 | $69 | <0.01% | +1 | 13F-HR/ATimelineGroup |