9 institutions reported holding $7.5M of EA SERIES TRUST (AAVM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Empirical Finance, LLC ($6.0M), Valley Financial Group, Inc. ($454,238), Range Advisory, LLC ($353,851), Lifeworks Advisors, LLC ($321,652), GWN SECURITIES INC. ($283,850). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Empirical Finance, LLC | $6.0M | 178,907 | Trimmed |
| 2 | Valley Financial Group, Inc. | $454,238 | 13,475 | Added |
| 3 | Range Advisory, LLC | $353,851 | 10,497 | Hold |
| 4 | Lifeworks Advisors, LLC | $321,652 | 9,542 | Trimmed |
| 5 | GWN SECURITIES INC. | $283,850 | 8,420 | Trimmed |
| 6 | Royal Bank of Canada | $76,000 | 2,242 | Trimmed |
| 7 | MORGAN STANLEY | $45 | 1 | Hold |
| 8 | UBS Group AG | $0 | 0 | Exited |
| 9 | Independent Advisor Alliance | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30