EA SERIES TRUST (AAUS)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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Conviction-Weighted Ownership

Median weight: 0.73%Avg weight: 4.71%Max: 24.64%High conviction (>1%): 5

Cache Advisors,

Seed Wealth Management,

Plancorp,

Relyea Zuckerberg Hanson

Sageworth Trust

WEALTH ENHANCEMENT ADVISORY SERVICES,

AQR CAPITAL MANAGEMENT

Empowered Funds,

One Degree Advisors

UNITED CAPITAL FINANCIAL ADVISORS,

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 29 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders29of 5,944

Avg: 68

Uncrowded78th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.44x

34th percentile

4 buying9 selling

+3

New

-1

Closed

+10K

Net shares

Ownership Concentration

Top 5: 78.3%Top 10: 90.6%

Cache Advisors,45.4%

Seed Wealth Management,11.3%

Plancorp,11.2%

Relyea Zuckerberg Hanson7.4%

Sageworth Trust2.9%

Others (24)21.7%

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Institutional Trends (3 Quarters)

No trend data available for this metric.

Ownership Map

Top 29 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 29 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Crowding AnalysisCrowded

Holders29of 5,944

Avg: 68

Uncrowded78th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.44x

34th percentile

4 buying9 selling

+3

New

-1

Closed

+10K

Net shares

Ownership Concentration

Top 5: 78.3%Top 10: 90.6%

Cache Advisors,45.4%

Seed Wealth Management,11.3%

Plancorp,11.2%

Relyea Zuckerberg Hanson7.4%

Sageworth Trust2.9%

Others (24)21.7%

Crowding AnalysisCrowded

Holders29of 5,944

Avg: 68

Uncrowded78th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.44x

34th percentile

4 buying9 selling

+3

New

-1

Closed

+10K

Net shares

Ownership Concentration

Top 5: 78.3%Top 10: 90.6%

Cache Advisors,45.4%

Seed Wealth Management,11.3%

Plancorp,11.2%

Relyea Zuckerberg Hanson7.4%

Sageworth Trust2.9%

Others (24)21.7%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)