AAEQ (EA SERIES TRUST) is held by 12 institutional investors as of Q1 2026. Largest holders: Beacon Pointe Advisors, LLC ($16.7M), UNITED CAPITAL FINANCIAL ADVISORS, LLC ($3.9M), LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA ($2.1M). Net institutional sentiment: Bullish.
12
Holders
Avg rating(1 Elite)
$29.1M
Total Value
100% (12)
Fund Consensus
6 buying - 0 selling
Smart Money Verdict64Mixed MomentumSingle Source
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See how AAEQ's score breaks down across 4 SEC sources
Held by 12 funds
1 elite
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Unchanged | 359,759 | $16.7M | 0.1% | — | 0 | |
Unchanged | 83,311 | $3.9M | 0.0% | — | 0 | |
Unchanged | 43,122 | $2.1M | 0.0% | — | 0 | |
Increased | 29,079(+89.7%) | $1.4M | 0.0% | — | 40 | |
New | 27,580 | $1.3M | 0.0% | — | 35 | |
New | 24,794 | $1.2M | 0.0% | — | 35 | |
New | 21,952 | $1M | 0.0% | — | 35 | |
Unchanged | 14,259 | $663,288 | 0.0% | — | 0 | |
Unchanged | 9,378 | $436,233 | 0.0% | — | 0 | |
New | 6,642 | $308,969 | 0.0% | — | 32 | |
Unchanged | 3,430 | $160,726 | 0.0% | — | 0 | |
New | 1,392 | $64,752 | 0.0% | — | 32 |
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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer