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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

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

21% more funds holding

Funds holding: 3441 (+7)

3.09% more ownership

Funds ownership: 61.31%64.4% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

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
+7
Holders Change %
+20.59%
% of All Funds
0.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
2
Reduced
9
Closed
1
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 -$70.3K -1,447 -0.4%
BPA
3
Beacon Pointe Advisors
California
$16.7M
TI
4
Truepoint Inc
Ohio
$10.9M -$594K -12,227 -5%
JWM
5
JPL Wealth Management
Colorado
$10.7M -$243 -5 -0%
FWP
6
Flatrock Wealth Partners
California
$4.73M
EFG
7
Ethos Financial Group
Pennsylvania
$4.67M
SWM
8
Seed Wealth Management
Illinois
$4.25M -$8.11K -167 -0.2%
UCFA
9
United Capital Financial Advisors
Texas
$3.88M
SC
10
Soundwatch Capital
Connecticut
$3.88M +$2.25M +46,310 +125%
MWP
11
Meredith Wealth Planning
Illinois
$3.78M
LNB
12
Ledyard National Bank
$3.1M -$103K -2,120 -3%
ODA
13
One Degree Advisors
California
$2.37M +$2.48M +50,944 New
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 -$744K -15,320 -29%
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 -$589K -12,125 -28%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.35M +$668K +13,752 +90%
RFC
22
Regions Financial Corp
Alabama
$1.28M +$1.34M +27,580 New
QCM
23
Quantinno Capital Management
New York
$1.15M +$1.2M +24,794 New
QHA
24
Quarry Hill Advisors
Minnesota
$1.02M
AQR Capital Management
25
AQR Capital Management
Connecticut
$1.02M +$1.07M +21,952 New