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Alpha Architect US Quantitative Value ETF

65 hedge funds and large institutions have $295M invested in Alpha Architect US Quantitative Value ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 9 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:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 6665 (-1)

9.25% less ownership

Funds ownership: 69.58%60.33% (-9.2%)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
65
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
$316K
Puts
$22K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1
Strid Group
Pennsylvania
$88.8M
VFG
2
Valley Financial Group
Pennsylvania
$17.1M
BP
3
BWM Planning
Texas
$15.1M
EF
4
Empirical Finance
Pennsylvania
$14.4M
EFG
5
Ethos Financial Group
Pennsylvania
$13.6M
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$11.3M
SFO
7
Stokes Family Office
Louisiana
$11M
WA
8
Waverly Advisors
Alabama
$10.9M
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$9.72M
Raymond James Financial
10
Raymond James Financial
Florida
$9.5M
ODA
11
One Degree Advisors
California
$9.36M
KCM
12
Kathmere Capital Management
Pennsylvania
$8M
WDL
13
Well Done LLC
Michigan
$7.95M
SWA
14
Stratos Wealth Advisors
Ohio
$6.71M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.86M
SPW
16
Stillwater Private Wealth
Pennsylvania
$5.29M
EF
17
Empowered Funds
Pennsylvania
$5.24M
LPL Financial
18
LPL Financial
California
$4.6M
JWM
19
JPL Wealth Management
Colorado
$4.59M
VF
20
Vestment Financial
Minnesota
$3.58M
OPOWM
21
One Plus One Wealth Management
Florida
$3.53M
Mariner
22
Mariner
Kansas
$3.02M
QHA
23
Quarry Hill Advisors
Minnesota
$2.93M
OIA
24
OneDigital Investment Advisors
Kansas
$2.63M
LKBC
25
L.K. Benson & Company
Maryland
$1.98M