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Alpha Architect US Quantitative Value ETF

64 hedge funds and large institutions have $290M invested in Alpha Architect US Quantitative Value ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

10.33% less ownership

Funds ownership: 69.58%59.24% (-10%)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
64
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$316K
Puts
$22K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBNB
26
Baker Boyer National Bank
Washington
$1.3M
XPN
27
XY Planning Network
Montana
$1.3M
MWP
28
Meredith Wealth Planning
Illinois
$1.3M
IWP
29
Innova Wealth Partners
Pennsylvania
$1.09M
WSWA
30
Warren Street Wealth Advisors
California
$992K
IAA
31
Independent Advisor Alliance
North Carolina
$954K
RFW
32
Redwood Family Wealth
Texas
$913K
Pathstone Holdings
33
Pathstone Holdings
New Jersey
$814K
CF
34
Centaurus Financial
California
$694K
SG
35
Sankala Group
Colorado
$648K
QCM
36
Quantinno Capital Management
New York
$645K
BAM
37
Belpointe Asset Management
Nevada
$631K
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$574K
AP
39
Aspect Partners
Virginia
$421K
LIA
40
LBMC Investment Advisors
Tennessee
$417K
AQR Capital Management
41
AQR Capital Management
Connecticut
$386K
GS
42
GWN Securities
Florida
$346K
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$339K
AIP
44
Almanack Investment Partners
Pennsylvania
$331K
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$319K
VT
46
Vise Technologies
New York
$294K
IFPG
47
Intrepid Financial Planning Group
Indiana
$276K
QCA
48
Quantify Chaos Advisors
New York
$264K
MFT
49
Moisand Fitzgerald Tamayo
Florida
$231K
MCCA
50
Mill Creek Capital Advisors
Pennsylvania
$225K