Security Snapshot

EA SERIES TRUST - ALPHA ARCHITECT (AAEQ) Institutional Ownership

CUSIP: 02072Q358

13F Institutional Holders and Ownership History from Q4 2025 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

41

Shares (Excl. Options)

6,049,128

Price

$46.52

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Type / Class
Equity / ALPHA ARCHITECT
Symbol
AAEQ
Price per share
$46.52
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
6,049,128
Total reported value
$281,566,622
% of total 13F portfolios
0%
Share change
+161,890
Value change
+$7,509,023
Number of holders
41
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • AAEQ - EA SERIES TRUST - ALPHA ARCHITECT is tracked under CUSIP 02072Q358.
  • 41 institutions reported positions in Q1 2026.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 33 to 41 between Q4 2025 and Q1 2026.
  • Reported value moved from $285,415,085 to $281,566,622.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 41 institutions filings for Q1 2026.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 02072Q358?
CUSIP 02072Q358 identifies AAEQ - EA SERIES TRUST - ALPHA ARCHITECT in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q1 2026 holders report and the ownership history table below.

As of 31 Mar 2026, 41 institutional investors reported holding 6,049,128 shares of EA SERIES TRUST - ALPHA ARCHITECT (AAEQ).

Institutional Holders of EA SERIES TRUST - ALPHA ARCHITECT (AAEQ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 6,049,128 $281,566,622 +$7,509,023 $46.52 41
2025 Q4 5,785,556 $285,415,085 +$284,537,076 $49.33 33
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