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Alpha Architect US Quantitative Value ETF

66 hedge funds and large institutions have $305M invested in Alpha Architect US Quantitative Value ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

24% more capital invested

Capital invested by funds: $246M → $305M (+$58.8M)

8% more funds holding

Funds holding: 6166 (+5)

7.58% more ownership

Funds ownership: 62%69.58% (+7.6%)

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
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
0.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
28
Reduced
13
Closed
6
Calls
Puts
$10K
Net Calls
-$10K
Net Calls Change
-$38K
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1
Strid Group
Pennsylvania
$75.3M +$1.16M +24,428 +2%
EF
2
Empirical Finance
Pennsylvania
$61.2M +$40M +843,243 +197%
VFG
3
Valley Financial Group
Pennsylvania
$15.6M +$4.28M +90,270 +39%
BP
4
BWM Planning
Texas
$14.7M +$822K +17,334 +6%
EFG
5
Ethos Financial Group
Pennsylvania
$14.2M +$1.33M +28,116 +11%
SFO
6
Stokes Family Office
Louisiana
$11.4M -$216K -4,553 -2%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$11M +$261K +5,497 +3%
WA
8
Waverly Advisors
Alabama
$10.1M -$198K -4,171 -2%
Raymond James Financial
9
Raymond James Financial
Florida
$8.98M +$292K +6,163 +3%
ODA
10
One Degree Advisors
California
$8.38M +$693K +14,604 +9%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$8.37M +$573K +12,082 +8%
KCM
12
Kathmere Capital Management
Pennsylvania
$7.42M +$252K +5,314 +4%
WDL
13
Well Done LLC
Michigan
$6.25M -$123K -2,586 -2%
SWA
14
Stratos Wealth Advisors
Ohio
$5.92M +$320K +6,752 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.83M +$575K +12,113 +11%
EF
16
Empowered Funds
Pennsylvania
$4.81M +$4.67M +98,513 New
LPL Financial
17
LPL Financial
California
$3.94M +$114K +2,398 +3%
OPOWM
18
One Plus One Wealth Management
Florida
$3.52M +$44.4K +936 +1%
VF
19
Vestment Financial
Minnesota
$3.34M -$87.2K -1,839 -3%
QHA
20
Quarry Hill Advisors
Minnesota
$2.6M -$3.94K -83 -0.2%
OIA
21
OneDigital Investment Advisors
Kansas
$2.5M -$8.92K -188 -0.4%
LKBC
22
L.K. Benson & Company
Maryland
$1.65M +$553K +11,661 +52%
JWM
23
JPL Wealth Management
Colorado
$1.58M +$1.36M +28,596 +736%
EH
24
Equitable Holdings
New York
$1.46M +$366K +7,723 +35%
BBNB
25
Baker Boyer National Bank
Washington
$1.24M +$12.4K +261 +1%