Who Owns EA SERIES TRUST (AAUS)? -- Institutional Holders (2026-06-30)
30 institutions reported holding $318.5M of EA SERIES TRUST (AAUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cache Advisors, LLC ($164.5M), Seed Wealth Management, Inc. ($40.8M), Relyea Zuckerberg Hanson LLC ($26.7M), Plancorp, LLC ($11.9M), Sageworth Trust Co ($10.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Cache Advisors, LLC | $164.5M | 2.8M | Hold |
| 2 | Seed Wealth Management, Inc. | $40.8M | 682,464 | Trimmed |
| 3 | Relyea Zuckerberg Hanson LLC | $26.7M | 446,173 | Hold |
| 4 | Plancorp, LLC | $11.9M | 198,547 | Trimmed |
| 5 | Sageworth Trust Co | $10.6M | 177,900 | Hold |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.4M | 172,768 | Hold |
| 7 | AQR CAPITAL MANAGEMENT LLC | $10.3M | 172,768 | Hold |
| 8 | One Degree Advisors Inc | $8.2M | 137,571 | Hold |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $6.4M | 106,762 | Trimmed |
| 10 | Soundwatch Capital LLC | $5.7M | 95,682 | Trimmed |
| 11 | QUARRY HILL ADVISORS, LLC | $2.3M | 38,450 | Trimmed |
| 12 | JPL Wealth Management, LLC | $2.1M | 35,428 | Hold |
| 13 | Creative Planning | $1.9M | 31,588 | Trimmed |
| 14 | Frankly Finances, LLC | $1.9M | 31,331 | Hold |
| 15 | Flatrock Wealth Partners LLC | $1.9M | 31,250 | Hold |
| 16 | Royal Bank of Canada | $1.7M | 28,196 | Added |
| 17 | Almanack Investment Partners, LLC. | $1.5M | 24,443 | Hold |
| 18 | L.K. Benson & Company, P.C. | $1.4M | 23,439 | Hold |
| 19 | Revolve Wealth Partners, LLC | $1.4M | 23,350 | Hold |
| 20 | Schiavi & Co LLC | $1.2M | 19,362 | Hold |
| 21 | Ledyard National Bank | $1.2M | 19,277 | Hold |
| 22 | Sherman Wealth Management LLC | $1.0M | 17,545 | Hold |
| 23 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $926,290 | 15,504 | Trimmed |
| 24 | Savvy Advisors, Inc. | $861,885 | 14,426 | Trimmed |
| 25 | Empowered Funds, LLC | $517,023 | 8,654 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30