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AAUB · Insider trading · 13F holders · Congress trades

Ea Series Trust (AAUB)

Who is buying and selling AAUB: 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
10
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

AAUB at a glance

  • No open-market insider purchases or sales of AAUB were filed in the last 90 days.
  • 10 13F filers hold AAUB among their 50 largest positions, worth $324.0M combined. The biggest bets by portfolio weight are Cache Advisors, LLC (16.4%), Balance Wealth Partners LLC (3.0%) and Morling Financial Advisors, LLC (1.2%). In their latest 13Fs, 2 managers opened a new position and 0 added to one.
  • No member of Congress has disclosed a trade in AAUB.

AAUB insider trading

No open-market insider purchases or sales of AAUB were filed in the last 90 days.

Who owns AAUB? Hedge funds and superinvestors

10 13F filers hold AAUB among their 50 largest positions, worth $324.0M combined. The biggest bets by portfolio weight are Cache Advisors, LLC (16.4%), Balance Wealth Partners LLC (3.0%) and Morling Financial Advisors, LLC (1.2%). In their latest 13Fs, 2 managers opened a new position and 0 added to one.

13F filers holding AAUB
Manager% of portfolioValueSharesLast quarter13F
Cache Advisors, LLCHedge fund16.4%$267.2M5,211,022—Q3 2026
BLB&B Advisors, LLCWealth manager0.6%$15.5M303,051—Q3 2026
Relyea Zuckerberg Hanson LLCWealth manager1.0%$12.5M244,544—Q3 2026
Balance Wealth Partners LLCWealth manager3.0%$12.3M240,095—Q3 2026
Ledyard National BankBank & trust0.5%$6.2M121,652—Q3 2026
Morling Financial Advisors, LLCWealth manager1.2%$4.5M86,922—Q3 2026
Trellis Wealth Advisors LLCWealth manager0.9%$2.7M51,792NewQ3 2026
Flower City CapitalWealth manager0.6%$1.5M29,229NewQ3 2026
Continuum Wealth Advisors, LLCWealth manager0.3%$1.0M19,626—Q3 2026
Meredith Wealth PlanningWealth manager0.1%$536K10,445—Q3 2026

Each manager counts with its latest 13F (Q3 2026: 10). Screen AAUB in the grand portfolio →

AAUB stock trades by members of Congress

No member of Congress has disclosed a trade in AAUB.

AAUB questions and answers

Are insiders buying AAUB stock?

No open-market insider purchases or sales of AAUB were filed in the last 90 days.

Which hedge funds own AAUB?

10 13F filers hold AAUB among their 50 largest positions, worth $324.0M combined. The biggest bets by portfolio weight are Cache Advisors, LLC (16.4%), Balance Wealth Partners LLC (3.0%) and Morling Financial Advisors, LLC (1.2%). In their latest 13Fs, 2 managers opened a new position and 0 added to one.

Has Congress traded AAUB?

No member of Congress has disclosed a trade in AAUB.

Who is the largest holder of AAUB?

Among 13F filers, Cache Advisors, LLC reports the largest AAUB position, $267.2M (5,211,022 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Cache Advisors, LLC's: 16.4% of its portfolio.

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