Who Owns EA SERIES TRUST (AAUS)?Hedge Fund & Institutional Holders

$54.44+0.01 (+0.02%)NASDAQ

Institutional Holders

26

as of Q4 2025

Total Institutional Value

$1.5175100037689e+136T

% of Float Held

—

QoQ Change in Holders

+13 / -1

Price History

$49.19$50.90$52.62$54.33$56.05Jul 25Nov 25Mar 26

AAUS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Sageworth Trust CoNew Position+178K+$9.8B
AQR CAPITAL MANAGEMENT LLCIncreased+128K+$6.6B
UNITED CAPITAL FINANCIAL ADVISORS, LLCNew Position+112K+$6.0B
QUARRY HILL ADVISORS, LLCNew Position+39K+$2.1B
SUMMIT WEALTH & RETIREMENT PLANNING, INC.New Position+24K+$1.3B
L.K. Benson & Company, P.C.New Position+23K+$1.3B
Schiavi & Co LLCNew Position+19K+$1.1B
ROYAL BANK OF CANADAIncreased+15K+$833.0M
Parkside Financial Bank & TrustNew Position+4K+$200.0M
Relyea Zuckerberg Hanson LLCNew Position+601K+$33.1M
UBS Group AGNew Position+607+$33.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+173K+$9.6M
One Degree Advisors IncNew Position+150K+$8.3M
Soundwatch Capital LLCNew Position+101K+$5.5M
Frankly Finances, LLCNew Position+31K+$1.7M

AAUS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Plancorp, LLCDecreased-2K-$37.5B
Apexium Financial, LPClosed Position-69K-$3.7B
Creative PlanningDecreased-74-$1.7B
Seed Wealth Management, Inc.Decreased-15K-$20.8M
Revolve Wealth Partners, LLCDecreased-467-$-17.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Cache Advisors, LLC2,753,833$151.8B18.64%Share
2Seed Wealth Management, Inc.683,953$37.7B25.99%Share
3Sageworth Trust Co177,900$9.8B0.42%Share
4AQR CAPITAL MANAGEMENT LLC172,768$9.0B0.00%Share
5UNITED CAPITAL FINANCIAL ADVISORS, LLC111,775$6.0B0.04%Share
6QUARRY HILL ADVISORS, LLC38,563$2.1B0.99%Share
7Revolve Wealth Partners, LLC38,206$2.1B0.25%Share
8JPL Wealth Management, LLC35,428$2.0B0.48%Share
9SUMMIT WEALTH & RETIREMENT PLANNING, INC.24,284$1.3B0.32%Share
10L.K. Benson & Company, P.C.23,439$1.3B0.65%Share
11Schiavi & Co LLC19,362$1.1B0.34%Share
12ROYAL BANK OF CANADA18,187$1.0B0.00%Share
13Truepoint, Inc.7,874$433.0M0.01%Share
14Parkside Financial Bank & Trust3,635$200.0M0.01%Share
15Plancorp, LLC692,729$38.0M1.15%Share
16Relyea Zuckerberg Hanson LLC601,072$33.1M3.35%Share
17UBS Group AG607$33.0M0.00%Share
18WEALTH ENHANCEMENT ADVISORY SERVICES, LLC172,768$9.6M0.01%Share
19One Degree Advisors Inc149,724$8.3M2.27%Share
20Soundwatch Capital LLC100,695$5.5M0.86%Share
21M Holdings Securities, Inc.66,518$3.7M0.26%Share
22Frankly Finances, LLC31,331$1.7M1.50%Share
23Almanack Investment Partners, LLC.24,443$1.3M0.23%Share
24Ledyard National Bank21,187$1.2M0.10%Share
25Sherman Wealth Management LLC17,481$943K0.94%Share
26Creative Planning31,710$1K0.00%Share

AAUS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202526$225.9B+15
Q3 202511$236.4B—

As of Q4 2025, 26 institutional investors hold AAUS (EA SERIES TRUST). The largest holder is Cache Advisors, LLC with $151.8B in shares. This quarter, 13 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own AAUS?

As of Q4 2025, 26 institutional investors report holding AAUS (EA SERIES TRUST) in their 13F filings.

Who is the largest institutional holder of AAUS?

The largest institutional holder of AAUS is Cache Advisors, LLC with $151.8B in shares.

Is institutional ownership of AAUS increasing or decreasing?

This quarter, 13 institutions opened new positions in AAUS and 1 closed their positions.