Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
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Equity / ALPHA ARCHITECT
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Number of holders
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8
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Total 13F shares, excl. options
-
429K
-
Shares change
-
+20K
-
Total reported value, excl. options
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$10.9M
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Value change
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+$507K
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Number of buys
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5
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Number of sells
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-4
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Price
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$25.41
Significant Holders of EA SERIES TRUST - ALPHA ARCHITECT (AAVM) as of Q4 2024
10 filings reported holding AAVM - EA SERIES TRUST - ALPHA ARCHITECT as of Q4 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 429K shares
.
Largest 10 shareholders include Empirical Finance, LLC (260K shares), Lifeworks Advisors, LLC (110K shares), Valley Financial Group, Inc. (21.1K shares), Royal Bank of Canada (16.9K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (12.1K shares), Vivaldi Capital Management LP (9.11K shares), WELLS FARGO & COMPANY/MN (262 shares), Tower Research Capital LLC (TRC) (2 shares), AdvisorNet Financial, Inc (0 shares), and UBS Group AG (0 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.