Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
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Equity / ALPHA ARCHITECT
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Number of holders
-
7
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Total 13F shares, excl. options
-
375K
-
Shares change
-
-54K
-
Total reported value, excl. options
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$9.21M
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Value change
-
-$1.34M
-
Number of buys
-
3
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Number of sells
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-6
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Price
-
$24.54
Significant Holders of EA SERIES TRUST - ALPHA ARCHITECT (AAVM) as of Q1 2025
10 filings reported holding AAVM - EA SERIES TRUST - ALPHA ARCHITECT as of Q1 2025.
EA SERIES TRUST - ALPHA ARCHITECT (AAVM) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 375K shares
.
Largest 10 shareholders include Empirical Finance, LLC (243K shares), Lifeworks Advisors, LLC (73K shares), Valley Financial Group, Inc. (21.2K shares), ROYAL BANK OF CANADA (16.1K shares), GWN SECURITIES INC. (9.93K shares), Vivaldi Capital Management LP (9.11K shares), UBS Group AG (2.69K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (0 shares), WELLS FARGO & COMPANY/MN (0 shares), and Tower Research Capital LLC (TRC) (0 shares).
This table shows the top 7 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.