AAEQ · Insider trading · 13F holders · Congress trades
Ea Series Trust (AAEQ)
Who is buying and selling AAEQ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 21
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
AAEQ at a glance
- No open-market insider purchases or sales of AAEQ were filed in the last 90 days.
- 21 13F filers hold AAEQ among their 50 largest positions, worth $277.9M combined. The biggest bets by portfolio weight are Cache Advisors, LLC (12.2%), Everest Private Wealth (7.5%) and Seed Wealth Management, Inc. (3.1%).
- No member of Congress has disclosed a trade in AAEQ.
AAEQ insider trading
No open-market insider purchases or sales of AAEQ were filed in the last 90 days.
Who owns AAEQ? Hedge funds and superinvestors
21 13F filers hold AAEQ among their 50 largest positions, worth $277.9M combined. The biggest bets by portfolio weight are Cache Advisors, LLC (12.2%), Everest Private Wealth (7.5%) and Seed Wealth Management, Inc. (3.1%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Cache Advisors, LLCHedge fund | 12.2% | $199.2M | 3,631,067 | +0.0% shares | Q3 2026 |
| Everest Private WealthWealth manager | 7.5% | $20.0M | 375,942 | -1.2% shares | Q2 2026 |
| Truepoint, Inc.Wealth manager | 0.3% | $12.4M | 232,542 | -0.3% shares | Q2 2026 |
| JPL Wealth Management, LLCWealth manager | 2.4% | $12.2M | 229,355 | +0.0% shares | Q2 2026 |
| Flatrock Wealth Partners LLCWealth manager | 2.1% | $5.4M | 101,682 | +0.0% shares | Q2 2026 |
| Seed Wealth Management, Inc.Wealth manager | 3.1% | $4.9M | 89,389 | -2.0% shares | Q3 2026 |
| Soundwatch Capital LLCInstitutional asset manager | 0.5% | $4.4M | 83,311 | +0.0% shares | Q2 2026 |
| One Degree Advisors IncWealth manager | 0.6% | $2.7M | 50,944 | +0.0% shares | Q2 2026 |
| Twin Peaks Wealth Advisors, LLCWealth manager | 0.6% | $2.6M | 49,139 | +0.0% shares | Q2 2026 |
| Meredith Wealth PlanningWealth manager | 0.6% | $2.4M | 44,468 | -45.1% shares | Q3 2026 |
| Summit Wealth & Retirement Planning, Inc.Wealth manager | 0.4% | $2.1M | 39,418 | +0.0% shares | Q2 2026 |
| Fidelity D & D Bancorp IncBank & trust | 0.6% | $1.7M | 32,817 | +0.0% shares | Q2 2026 |
| Magnolia Private Wealth, LLCWealth manager | 0.9% | $1.7M | 31,966 | -2.4% shares | Q2 2026 |
| Family CFO IncWealth manager | 0.4% | $1.1M | 19,852 | +0.0% shares | Q2 2026 |
| Sherman Wealth Management LLCWealth manager | 0.7% | $977K | 17,799 | +0.0% shares | Q3 2026 |
| Continuum Wealth Advisors, LLCWealth manager | 0.3% | $847K | 15,437 | +0.0% shares | Q3 2026 |
| Prairiewood Capital, LLCWealth manager | 0.2% | $844K | 15,388 | +0.0% shares | Q3 2026 |
| Quarry Hill Advisors, LLCWealth manager | 0.3% | $757K | 14,235 | -29.4% shares | Q2 2026 |
| MilWealth Group LLCWealth manager | 0.1% | $680K | 12,789 | -7.6% shares | Q2 2026 |
| Schiavi & Co LLCWealth manager | 0.1% | $522K | 9,817 | +0.0% shares | Q2 2026 |
| Midwest Capital Advisors, LLCInstitutional asset manager | 0.1% | $351K | 6,605 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 15). Screen AAEQ in the grand portfolio →
AAEQ stock trades by members of Congress
No member of Congress has disclosed a trade in AAEQ.
AAEQ questions and answers
Are insiders buying AAEQ stock?
No open-market insider purchases or sales of AAEQ were filed in the last 90 days.
Which hedge funds own AAEQ?
21 13F filers hold AAEQ among their 50 largest positions, worth $277.9M combined. The biggest bets by portfolio weight are Cache Advisors, LLC (12.2%), Everest Private Wealth (7.5%) and Seed Wealth Management, Inc. (3.1%).
Has Congress traded AAEQ?
No member of Congress has disclosed a trade in AAEQ.
Who is the largest holder of AAEQ?
Among 13F filers, Cache Advisors, LLC reports the largest AAEQ position, $199.2M (3,631,067 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Cache Advisors, LLC's: 12.2% of its portfolio.
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