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AAEQ

Alpha Architect US Equity 2 ETF
AAEQ

34 hedge funds and large institutions have $290M invested in Alpha Architect US Equity 2 ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

61.31% more ownership

Funds ownership: 0% → 61.31% (+61%)

Holders
34
Holders Change
+34
Holders Change %
–
% of All Funds
0.41%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cache Advisors
California
+$180M
2
EMC
Everest Management Corp
California
+$19M
3
BPA
Beacon Pointe Advisors
California
+$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 +$180M +3,631,067 New
EMC
2
Everest Management Corp
California
$18.8M +$19M +381,936 New
BPA
3
Beacon Pointe Advisors
California
$17.7M +$17.9M +359,759 New
TI
4
Truepoint Inc
Ohio
$12.1M +$12.2M +245,500 New
JWM
5
JPL Wealth Management
Colorado
$11.3M +$11.4M +229,360 New
FWP
6
Flatrock Wealth Partners
California
$5.02M +$5.05M +101,682 New
EFG
7
Ethos Financial Group
Pennsylvania
$4.96M +$4.99M +100,455 New
SWM
8
Seed Wealth Management
Illinois
$4.52M +$4.55M +91,621 New
UCFA
9
United Capital Financial Advisors
Texas
$4.11M +$4.14M +83,311 New
MWP
10
Meredith Wealth Planning
Illinois
$4.01M +$4.04M +81,272 New
LNB
11
Ledyard National Bank
$3.39M +$3.41M +68,656 New
RWP
12
Revolve Wealth Partners
New Jersey
$2.61M +$2.63M +53,012 New
TPWA
13
Twin Peaks Wealth Advisors
California
$2.43M +$2.44M +49,139 New
LWCFA
14
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.15M +$2.14M +43,122 New
MHS
15
M Holdings Securities
Oregon
$2.1M +$2.12M +42,588 New
SWRP
16
Summit Wealth & Retirement Planning
California
$1.94M +$1.96M +39,418 New
SC
17
Soundwatch Capital
Connecticut
$1.83M +$1.84M +37,001 New
FDDB
18
Fidelity D&D Bancorp
Pennsylvania
$1.62M +$1.63M +32,817 New
MPW
19
Magnolia Private Wealth
Pennsylvania
$1.62M +$1.63M +32,766 New
QHA
20
Quarry Hill Advisors
Minnesota
$995K +$1M +20,168 New
FC
21
Family CFO
California
$979K +$986K +19,852 New
SWM
22
Sherman Wealth Management
Maryland
$878K +$884K +17,799 New
PC
23
Prairiewood Capital
North Dakota
$767K +$772K +15,546 New
CWA
24
Continuum Wealth Advisors
New York
$761K +$767K +15,437 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$756K +$761K +15,327 New
1
2

AAEQ Hedge Fund Activity: Q4 2025 in Review

34 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect US Equity 2 ETF (AAEQ) for Q4 2025, worth a combined $290M.

Buyers outnumbered sellers: 34 funds opened new AAEQ positions and 0 closed out — a net gain of 34 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Cache Advisors, opening a new position worth an estimated $180M.

  • 34 institutional investors held Alpha Architect US Equity 2 ETF (AAEQ) as of Q4 2025, up from 0 in Q3 2025.
  • Funds reported $290M of Alpha Architect US Equity 2 ETF stock for Q4 2025.
  • 34 funds opened new Alpha Architect US Equity 2 ETF positions in Q4 2025 and 0 closed out, a net change of +34 holders.
  • The largest Alpha Architect US Equity 2 ETF buyer in Q4 2025 was Cache Advisors, an estimated $180M added.

Based on aggregated 13F filings for Q4 2025.