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Disclosery

USEW EA SERIES TRUST

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CAMB US EQUA ETF (fund)

37 managers (37 13F filers) reported a position in USEW shares at 2026-06-30, 2,453,814 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
37
13F filers
37
New
4
Added
3
Reduced
5
Sold out
1
Shares held by filers
2,453,814

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.

HolderSharesValue% of portfolioChangeSource
Prism Advisors, Inc.757,627$42.3M10.28%+113F-HRTimeline
Cresset Asset Management, LLC520,481$29.1M0.11%-91413F-HRTimeline
MAI Capital Management295,035$16.5M0.06%013F-HRTimeline
Quantinno Capital Management LP108,492$6.06M0.01%013F-HRTimeline
Clearview Wealth Management LLC69,865$3.9M2.51%-2,22813F-HRTimeline
Astra Wealth Partners LLC54,495$3.04M1.69%-15013F-HRTimeline
Nvest Wealth Strategies, Inc.49,699$2.77M1.74%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS51,144$2.66M0.73%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC41,755$2.33M0.48%013F-HRTimeline
Bleakley Financial Group, LLC39,665$2.21M0.03%013F-HRTimeline
Sanctuary Advisors, LLC39,361$2.2M0.01%013F-HRTimeline
EP Wealth Advisors, LLC32,912$1.84M0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC32,501$1.81M0.07%013F-HRTimeline
Riverwater Partners LLC29,285$1.63M0.49%013F-HRTimeline
A4 Wealth Advisors LLC28,531$1.59M1.07%013F-HRTimeline
Walkner Condon Financial Advisors LLC28,430$1.59M0.18%-16,57413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV22,725$1.27M<0.01%new13F-HR/ATimeline
WESCAP Management Group, Inc.21,656$1.21M0.23%013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC21,521$1.2M0.12%013F-HRTimeline
Cambria Investment Management, L.P.20,609$1.15M0.06%new13F-HRTimeline
Empowered Funds, LLC20,609$1.15M0.01%+10,49113F-HRTimeline
NewEdge Advisors, LLC18,849$1.05M<0.01%013F-HRTimeline
HighTower Advisors, LLC18,648$1.04M<0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,306$1.02M0.02%013F-HRTimelineGroup
FIDUCIENT ADVISORS LLC15,366$858K0.12%013F-HRTimeline
Urban Financial Advisory Corp15,032$839K0.23%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.15,080$830K0.1%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,298$746K<0.01%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC9,073$507K0.12%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,903$497K<0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.8,036$449K0.01%013F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC6,348$354K0.16%013F-HRTimeline
IFG Advisors, LLC5,248$293K0.04%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,570$255K<0.01%013F-HRTimeline
GTS SECURITIES LLC4,315$241K0.01%-1,72013F-HRTimeline
Frazier Financial Advisors, LLC3,463$193K0.1%013F-HRTimeline
UBS Group AGin group UBS Group AG2,881$161K<0.01%+1,24513F-HRTimelineGroup