Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / ALPHA ARCHITECT
-
Number of holders
-
9
-
Total 13F shares, excl. options
-
996,441
-
Shares change
-
+10,395
-
Total reported value, excl. options
-
$26,432,000
-
Value change
-
+$279,286
-
Number of buys
-
3
-
Number of sells
-
-4
-
Price
-
$27.09
Significant Holders of EA SERIES TRUST - ALPHA ARCHITECT (AAVM) as of Q1 2021
11 filings reported holding AAVM - EA SERIES TRUST - ALPHA ARCHITECT as of Q1 2021.
EA SERIES TRUST - ALPHA ARCHITECT (AAVM) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 996,441 shares
.
Largest 10 shareholders include Empirical Finance, LLC (565,276 shares), Sterneck Capital Management, LLC (329,546 shares), Cambria Investment Management, L.P. (64,741 shares), BOKF, NA (12,630 shares), M&T Bank Corp (11,200 shares), Financial Advocates Investment Management (7,995 shares), ROYAL BANK OF CANADA (2,274 shares), UBS Group AG (1,391 shares), MORGAN STANLEY (1,388 shares), and Kathmere Capital Management, LLC (0 shares).
This table shows the top 9 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.