AAEQ

Alpha Architect US Equity 2 ETF

41 hedge funds and large institutions have $282M invested in Alpha Architect US Equity 2 ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

3% less capital invested

Capital invested by funds: $290M → $282M (-$8.86M)

78% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 9

Holders
41
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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Cache Advisors
California
$169M
EMC
2
Everest Management Corp
California
$17.7M
BPA
3
Beacon Pointe Advisors
California
$16.7M
TI
4
Truepoint Inc
Ohio
$10.9M
JWM
5
JPL Wealth Management
Colorado
$10.7M
FWP
6
Flatrock Wealth Partners
California
$4.73M
EFG
7
Ethos Financial Group
Pennsylvania
$4.67M
SWM
8
Seed Wealth Management
Illinois
$4.25M
UCFA
9
United Capital Financial Advisors
Texas
$3.88M
SC
10
Soundwatch Capital
Connecticut
$3.88M
MWP
11
Meredith Wealth Planning
Illinois
$3.78M
LNB
12
Ledyard National Bank
$3.1M
ODA
13
One Degree Advisors
California
$2.37M
TPWA
14
Twin Peaks Wealth Advisors
California
$2.29M
LWCFA
15
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.09M
SWRP
16
Summit Wealth & Retirement Planning
California
$1.83M
RWP
17
Revolve Wealth Partners
New Jersey
$1.75M
FDDB
18
Fidelity D&D Bancorp
Pennsylvania
$1.53M
MPW
19
Magnolia Private Wealth
Pennsylvania
$1.52M
MHS
20
M Holdings Securities
Oregon
$1.42M
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.35M
RFC
22
Regions Financial Corp
Alabama
$1.28M
QCM
23
Quantinno Capital Management
New York
$1.15M
QHA
24
Quarry Hill Advisors
Minnesota
$1.02M
AQR Capital Management
25
AQR Capital Management
Connecticut
$1.02M