AAEQ

Alpha Architect US Equity 2 ETF
AAEQ

33 hedge funds and large institutions have $285M invested in Alpha Architect US Equity 2 ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

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New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership: →

Holders
33
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$180M
2
+$19M
3
+$17.9M
4
TI
Truepoint Inc
Ohio
+$12.2M
5
JWM
JPL Wealth Management
Colorado
+$11.4M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Cache Advisors
California
$179M
EMC
2
Everest Management Corp
California
$18.8M
BPA
3
Beacon Pointe Advisors
California
$17.7M
TI
4
Truepoint Inc
Ohio
$12.1M
JWM
5
JPL Wealth Management
Colorado
$11.3M
EFG
6
Ethos Financial Group
Pennsylvania
$4.96M
SWM
7
Seed Wealth Management
Illinois
$4.52M
UCFA
8
United Capital Financial Advisors
Texas
$4.11M
MWP
9
Meredith Wealth Planning
Illinois
$4.01M
LNB
10
Ledyard National Bank
$3.39M
RWP
11
Revolve Wealth Partners
New Jersey
$2.61M
TPWA
12
Twin Peaks Wealth Advisors
California
$2.43M
LWCFA
13
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.15M
MHS
14
M Holdings Securities
Oregon
$2.1M
SWRP
15
Summit Wealth & Retirement Planning
California
$1.94M
SC
16
Soundwatch Capital
Connecticut
$1.83M
FDDB
17
Fidelity D&D Bancorp
Pennsylvania
$1.62M
MPW
18
Magnolia Private Wealth
Pennsylvania
$1.62M
QHA
19
Quarry Hill Advisors
Minnesota
$995K
FC
20
Family CFO
California
$979K
SWM
21
Sherman Wealth Management
Maryland
$878K
PC
22
Prairiewood Capital
North Dakota
$767K
CWA
23
Continuum Wealth Advisors
New York
$761K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$756K
Creative Planning
25
Creative Planning
Kansas
$703K
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