Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
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Equity / ALPHA ARCHITECT
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Number of holders
-
8
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Total 13F shares, excl. options
-
271K
-
Shares change
-
-7.57K
-
Total reported value, excl. options
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$6.96M
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Value change
-
-$195K
-
Number of buys
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2
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Number of sells
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-3
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Price
-
$25.72
Significant Holders of EA SERIES TRUST - ALPHA ARCHITECT (AAVM) as of Q1 2024
8 filings reported holding AAVM - EA SERIES TRUST - ALPHA ARCHITECT as of Q1 2024.
EA SERIES TRUST - ALPHA ARCHITECT (AAVM) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 271K shares
.
Largest 9 shareholders include Empirical Finance, LLC (236K shares), Valley Financial Group, Inc. (22K shares), Vivaldi Capital Management LP (9.37K shares), Royal Bank of Canada (2.95K shares), AdvisorNet Financial, Inc (200 shares), Tower Research Capital LLC (TRC) (62 shares), UBS Group AG (46 shares), MORGAN STANLEY (1 shares), and MORGAN STANLEY (1 shares).
This table shows the top 8 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.