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Alpha Architect US Quantitative Value ETF

64 hedge funds and large institutions have $303M invested in Alpha Architect US Quantitative Value ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

5% more funds holding

Funds holding: 6164 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $10K

Holders
64
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
$10K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1
Strid Group
Pennsylvania
$75.3M
EF
2
Empirical Finance
Pennsylvania
$61.2M
VFG
3
Valley Financial Group
Pennsylvania
$15.6M
BP
4
BWM Planning
Texas
$14.7M
EFG
5
Ethos Financial Group
Pennsylvania
$14.2M
SFO
6
Stokes Family Office
Louisiana
$11.4M
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$11M
WA
8
Waverly Advisors
Alabama
$10.1M
Raymond James Financial
9
Raymond James Financial
Florida
$8.98M
ODA
10
One Degree Advisors
California
$8.38M
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$8.37M
KCM
12
Kathmere Capital Management
Pennsylvania
$7.42M
WDL
13
Well Done LLC
Michigan
$6.25M
SWA
14
Stratos Wealth Advisors
Ohio
$5.92M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.83M
EF
16
Empowered Funds
Pennsylvania
$4.81M
LPL Financial
17
LPL Financial
California
$3.94M
OPOWM
18
One Plus One Wealth Management
Florida
$3.52M
VF
19
Vestment Financial
Minnesota
$3.34M
QHA
20
Quarry Hill Advisors
Minnesota
$2.6M
OIA
21
OneDigital Investment Advisors
Kansas
$2.5M
LKBC
22
L.K. Benson & Company
Maryland
$1.65M
JWM
23
JPL Wealth Management
Colorado
$1.58M
EH
24
Equitable Holdings
New York
$1.46M
BBNB
25
Baker Boyer National Bank
Washington
$1.24M