AAVM EA SERIES TRUST
FollowALPHA ARCHITECT (fund)
9 managers (9 13F filers) reported a position in AAVM shares at 2026-03-31, 332,965 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 3
- Added
- 3
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 332,965
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Empirical Finance, LLC | 264,140 | $8.28M | 0.39% | new | 13F-HR/ATimeline |
| Lifeworks Advisors, LLC | 14,858 | $466K | 0.06% | -11,807 | 13F-HRTimeline |
| Valley Financial Group, Inc. | 13,374 | $419K | 0.23% | +15 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 12,074 | $378K | <0.01% | +3,554 | 13F-HRTimelineGroup |
| Range Advisory, LLC | 10,497 | $329K | 0.06% | -214 | 13F-HRTimeline |
| GWN SECURITIES INC. | 9,797 | $307K | 0.06% | +107 | 13F-HRTimeline |
| Independent Advisor Alliance | 8,142 | $255K | <0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 82 | $2.57K | <0.01% | new | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $42 | <0.01% | -1 | 13F-HRTimelineGroup |