Alpha Architect Global FactoAAVMETF
13F holders, Q1 2025 (March 31)8holders −1
2new positions
3sold out
$24.54avg. 13F price*
At the end of Q1 2025, 8 institutions reported holding Alpha Architect Global Facto (AAVM) in their 13F filings, down 1 from Q4 2024. 2 opened new positions and 3 sold out. The largest holders were Empirical Finance, LLC ($6.0M), Lifeworks Advisors, LLC ($1.8M) and Valley Financial Group, Inc. ($520K).
- Company
- Alpha Architect Global Facto
- Filed as
- EA SERIES TRUST (Q1 2025)
- CUSIP
- 02072L508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $310K |
| Exits | 3 | $314K |
All 13F filers, Q4 2024 → Q1 2025: 12,736 shares bought and 66,696 shares sold, net −53,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Empirical Finance, LLC | 0.36% | Reduce -6.4% | 243,291 | $6.0M |
| Lifeworks Advisors, LLC | 0.30% | Reduce -33.6% | 72,953 | $1.8M |
| Valley Financial Group, Inc. | 0.34% | Add +0.6% | 21,174 | $520K |
| Royal Bank of Canada | 0.00% | Reduce -4.7% | 16,112 | $395K |
| GWN Securities Inc. | 0.01% | New | 9,932 | $244K |
| Debussy Capital Management LP | 0.04% | No change | 9,112 | $224K |
| UBS Group AG | 0.00% | New | 2,688 | $66K |
| Morgan Stanley | 0.00% | No change | 1 | $40 |
"% of holder's portfolio" is AAVM's weight in each manager's 13F, not the share of Alpha Architect Global Facto the manager owns.