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EA SERIES TRUST
Ticker: AAUS
CUSIP: 02072Q853
Class: ALPHA ARCHITECT
Holders for Q4 2025
Position Changes for Q4 2025
Note: Option positions (PUT/CALL) are excluded.
Institution
Shares
Value ($000)
Cache Advisors, LLC
2,753,833
$151,751
Plancorp, LLC
692,729
$38,173
Seed Wealth Management, Inc.
683,953
$37,690
Relyea Zuckerberg Hanson LLC
601,072
$33,122
Sageworth Trust Co
177,900
$9,803
AQR CAPITAL MANAGEMENT LLC
172,768
$9,520
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
172,768
$9,629
One Degree Advisors Inc
149,724
$8
UNITED CAPITAL FINANCIAL ADVISORS, LLC
111,775
$6,157
Soundwatch Capital LLC
100,695
$5,549
M Holdings Securities, Inc.
66,518
$4
QUARRY HILL ADVISORS, LLC
38,563
$2,125
Revolve Wealth Partners, LLC
38,206
$2,105
JPL Wealth Management, LLC
35,428
$1,952
Creative Planning
31,710
$1,747
Frankly Finances, LLC
31,331
$1,727
Almanack Investment Partners, LLC.
24,443
$1,347
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
24,284
$1,338
L.K. Benson & Company, P.C.
23,439
$1,292
Ledyard National Bank
21,187
$1,168
Schiavi & Co LLC
19,362
$1,067
ROYAL BANK OF CANADA
18,187
$1,002
Sherman Wealth Management LLC
17,545
$967
Truepoint, Inc.
7,874
$434
Parkside Financial Bank & Trust
3,635
$200
UBS Group AG
607
$33
Total (26 institutions)
6,019,536
$319,911