AAUS Institutional Ownership
EA Series Trust - Alpha Architect US Equity ETF
1W: -0.1%
1M: +1.4%
YTD: +0.6%
$62.19
+0.49 (+0.79%)
Weekly Expected Move ±1.5%
$60
$61
$62
$63
$64
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Institutional Ownership — AAUS
31
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
319M
Total Invested
2
New Positions
1
Increased
11
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (32 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cache Advisors, LLC | 2,753,833 | $171M | — | +0.0% | 4Q | SEC ↗ |
| 2 | Seed Wealth Management, Inc. | 682,464 | $42M | -1,489 | -0.2% | 4Q | SEC ↗ |
| 3 | Relyea Zuckerberg Hanson LLC | 446,173 | $28M | — | +0.0% | 4Q | SEC ↗ |
| 4 | Plancorp, LLC | 198,547 | $12M | -482,951 | -70.9% | 4Q | SEC ↗ |
| 5 | Sageworth Trust Co | 177,900 | $11M | — | +0.0% | 3Q | SEC ↗ |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 172,768 | $11M | — | +0.0% | 4Q | SEC ↗ |
| 7 | AQR CAPITAL MANAGEMENT LLC | 172,768 | $11M | — | +0.0% | 4Q | SEC ↗ |
| 8 | One Degree Advisors Inc | 137,571 | $9M | — | +0.0% | 3Q | SEC ↗ |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 106,762 | $7M | -4,205 | -3.8% | 3Q | SEC ↗ |
| 10 | Soundwatch Capital LLC | 95,682 | $6M | -4,205 | -4.2% | 4Q | SEC ↗ |
| 11 | QUARRY HILL ADVISORS, LLC | 38,450 | $2M | -113 | -0.3% | 4Q | SEC ↗ |
| 12 | JPL Wealth Management, LLC | 35,428 | $2M | — | +0.0% | 4Q | SEC ↗ |
| 13 | Creative Planning | 31,588 | $2M | -103 | -0.3% | 4Q | SEC ↗ |
| 14 | Frankly Finances, LLC | 31,331 | $2M | — | +0.0% | 3Q | SEC ↗ |
| 15 | Flatrock Wealth Partners LLC | 31,250 | $2M | — | +0.0% | 3Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 28,196 | $2M | +7,107 | +33.7% | 4Q | SEC ↗ |
| 17 | Almanack Investment Partners, LLC. | 24,443 | $2M | — | +0.0% | 4Q | SEC ↗ |
| 18 | L.K. Benson & Company, P.C. | 23,439 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 19 | Revolve Wealth Partners, LLC | 23,350 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 20 | Schiavi & Co LLC | 19,362 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 21 | Ledyard National Bank | 19,277 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 22 | Sherman Wealth Management LLC | 17,545 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 23 | SUMMIT WEALTH & RETIREMENT PLANNING, I | 15,504 | $964K | -8,780 | -36.2% | 4Q | SEC ↗ |
| 24 | Savvy Advisors, Inc. | 14,426 | $897K | -167 | -1.1% | 2Q | SEC ↗ |
| 25 | Cambria Investment Management, L.P. NEW | 8,654 | $538K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Empowered Funds, LLC | 8,654 | $538K | -146,244 | -94.4% | 2Q | SEC ↗ |
| 27 | Truepoint, Inc. | 7,874 | $490K | — | +0.0% | 4Q | SEC ↗ |
| 28 | EVOLUTION WEALTH MANAGEMENT INC. NEW | 4,818 | $300K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Parkside Financial Bank & Trust | 3,635 | $226K | — | +0.0% | 4Q | SEC ↗ |
| 30 | M Holdings Securities, Inc. | 0 | $0K | -66,518 | -100.0% | 3Q | SEC ↗ |
| 31 | UBS Group AG | 0 | $0K | -607 | -100.0% | 1Q | SEC ↗ |
| 32 | Downshift Financial, LLC | 0 | $0K | -35,307 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Cambria Investment Management, L.P. | 8,654 | $538K |
| EVOLUTION WEALTH MANAGEMENT INC. | 4,818 | $300K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| M Holdings Securities, Inc. | 66,518 | $4M |
| Downshift Financial, LLC | 35,307 | $2M |
| UBS Group AG | 607 | $38K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | +7,107 | +33.7% | 28,196 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Plancorp, LLC | -482,951 | -70.9% | 198,547 |
| Empowered Funds, LLC | -146,244 | -94.4% | 8,654 |
| SUMMIT WEALTH & RETIREMENT PLANNING | -8,780 | -36.2% | 15,504 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -4,205 | -3.8% | 106,762 |
| Soundwatch Capital LLC | -4,205 | -4.2% | 95,682 |
| Seed Wealth Management, Inc. | -1,489 | -0.2% | 682,464 |
| Savvy Advisors, Inc. | -167 | -1.1% | 14,426 |
| QUARRY HILL ADVISORS, LLC | -113 | -0.3% | 38,450 |
| Creative Planning | -103 | -0.3% | 31,588 |