AAUA Institutional Ownership
EA Series Trust - Alpha Architect US Equity 3 ETF
1W: -0.1%
1M: +1.5%
YTD: +1.6%
$59.29
+0.52 (+0.88%)
Weekly Expected Move ±1.5%
$57
$58
$59
$60
$61
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — AAUA
42
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
255M
Total Invested
10
New Positions
1
Increased
9
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (42 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cache Advisors, LLC | 1,872,926 | $111M | — | +0.0% | 2Q | SEC ↗ |
| 2 | BLB&B Advisors, LLC | 857,606 | $51M | -45,031 | -5.0% | 2Q | SEC ↗ |
| 3 | Relyea Zuckerberg Hanson LLC | 339,700 | $20M | — | +0.0% | 2Q | SEC ↗ |
| 4 | Kathmere Capital Management, LLC | 221,231 | $13M | -207 | -0.1% | 2Q | SEC ↗ |
| 5 | Quantinno Capital Management LP NEW | 173,666 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Everest Private Wealth | 111,578 | $7M | -47,025 | -29.6% | 2Q | SEC ↗ |
| 7 | Ledyard National Bank | 91,951 | $5M | — | +0.0% | 2Q | SEC ↗ |
| 8 | HighTower Advisors, LLC | 83,800 | $5M | — | +0.0% | 2Q | SEC ↗ |
| 9 | Family CFO Inc | 63,129 | $4M | — | +0.0% | 2Q | SEC ↗ |
| 10 | Lansing Street Advisors NEW | 60,080 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Revolve Wealth Partners, LLC NEW | 44,451 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 12 | SUMMIT WEALTH & RETIREMENT PLANNING, I | 40,458 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 13 | VOISARD ASSET MANAGEMENT GROUP, INC. | 38,601 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 14 | JPL Wealth Management, LLC | 36,070 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 15 | Creative Planning | 35,500 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 16 | Downshift Financial, LLC NEW | 35,307 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Meridian Wealth Management, LLC | 34,568 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 18 | Foundry Financial LLC | 29,860 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 19 | One Degree Advisors Inc | 29,094 | $2M | -1,605 | -5.2% | 2Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA | 28,201 | $2M | +23,328 | +478.7% | 2Q | SEC ↗ |
| 21 | Farther Finance Advisors, LLC NEW | 28,150 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Beacon Pointe Advisors, LLC | 25,840 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 23 | Almanack Investment Partners, LLC. | 25,485 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 24 | NewEdge Advisors, LLC | 23,467 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 25 | Meredith Wealth Planning | 19,556 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 26 | MERCER GLOBAL ADVISORS INC /ADV NEW | 19,462 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Bouchey Financial Group, Ltd. | 17,822 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 28 | Perigon Wealth Management, LLC | 14,316 | $849K | — | +0.0% | 2Q | SEC ↗ |
| 29 | DHJJ Financial Advisors, Ltd. | 10,633 | $630K | -20 | -0.2% | 2Q | SEC ↗ |
| 30 | Cerity Partners LLC | 9,672 | $573K | -202 | -2.0% | 2Q | SEC ↗ |
| 31 | Prairiewood Capital, LLC | 9,376 | $556K | — | +0.0% | 2Q | SEC ↗ |
| 32 | CITADEL ADVISORS LLC NEW | 8,654 | $513K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Snowden Capital Advisors LLC | 6,776 | $402K | — | +0.0% | 2Q | SEC ↗ |
| 34 | Rockwood Wealth Management, LLC | 6,351 | $377K | -1 | -0.0% | 2Q | SEC ↗ |
| 35 | Empirical Financial Services, LLC d.b. | 5,550 | $329K | — | +0.0% | 2Q | SEC ↗ |
| 36 | Empowered Funds, LLC NEW | 4,641 | $275K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Cambria Investment Management, L.P. NEW | 4,641 | $275K | — | +0.0% | 1Q | SEC ↗ |
| 38 | QUARRY HILL ADVISORS, LLC | 4,497 | $267K | — | +0.0% | 2Q | SEC ↗ |
| 39 | Causey Wealth LLC NEW | 3,641 | $216K | — | +0.0% | 1Q | SEC ↗ |
| 40 | MilWealth Group LLC | 2,995 | $178K | — | +0.0% | 2Q | SEC ↗ |
| 41 | SouthState Bank Corp | 621 | $37K | -446 | -41.8% | 2Q | SEC ↗ |
| 42 | Diversified Enterprises, LLC | 0 | $0K | -60,080 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Quantinno Capital Management LP | 173,666 | $10M |
| Lansing Street Advisors | 60,080 | $4M |
| Revolve Wealth Partners, LLC | 44,451 | $3M |
| Downshift Financial, LLC | 35,307 | $2M |
| Farther Finance Advisors, LLC | 28,150 | $2M |
| MERCER GLOBAL ADVISORS INC /ADV | 19,462 | $1M |
| CITADEL ADVISORS LLC | 8,654 | $513K |
| Cambria Investment Management, L.P. | 4,641 | $275K |
| Empowered Funds, LLC | 4,641 | $275K |
| Causey Wealth LLC | 3,641 | $216K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Diversified Enterprises, LLC | 60,080 | $4M |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | +23,328 | +478.7% | 28,201 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Everest Private Wealth | -47,025 | -29.6% | 111,578 |
| BLB&B Advisors, LLC | -45,031 | -5.0% | 857,606 |
| One Degree Advisors Inc | -1,605 | -5.2% | 29,094 |
| SouthState Bank Corp | -446 | -41.8% | 621 |
| Kathmere Capital Management, LLC | -207 | -0.1% | 221,231 |
| Cerity Partners LLC | -202 | -2.0% | 9,672 |
| DHJJ Financial Advisors, Ltd. | -20 | -0.2% | 10,633 |
| Rockwood Wealth Management, LLC | -1 | -0.0% | 6,351 |