AAUS — Ea Series Trust Institutional Holders · Q2 2026

Name: Who Owns AAUS? 31 Institutions Hold $319M (Q2 2026)
Creator: ko.io

Who owns Ea Series Trust (AAUS)? 31 institutions reported holding $318.70M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Cache Advisors, LLC ($164.5M), Seed Wealth Management, Inc. ($40.8M), Relyea Zuckerberg Hanson LLC ($26.7M).

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	Cambria Investment Management, L.P.	$517,023	8,654	New

Source: SEC Form 13F filings · as of 2026-06-30