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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

1,336% more call options, than puts

Call options by funds: $316K | Put options by funds: $22K

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $305M → $295M (-$9.31M)

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
-1
Holders Change %
-1.52%
% 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
8
Increased
27
Reduced
17
Closed
9
Calls
$316K
Puts
$22K
Net Calls
+$294K
Net Calls Change
+$304K
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1
Strid Group
Pennsylvania
$88.8M +$8.21M +158,079 +10%
VFG
2
Valley Financial Group
Pennsylvania
$17.1M +$493K +9,494 +3%
BP
3
BWM Planning
Texas
$15.1M -$599K -11,536 -4%
EF
4
Empirical Finance
Pennsylvania
$14.4M -$51.7M -996,107 -78%
EFG
5
Ethos Financial Group
Pennsylvania
$13.6M -$1.57M -30,309 -10%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$11.3M -$426K -8,204 -4%
SFO
7
Stokes Family Office
Louisiana
$11M -$1.23M -23,734 -10%
WA
8
Waverly Advisors
Alabama
$10.9M +$99K +1,907 +0.9%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$9.72M +$775K +14,919 +9%
Raymond James Financial
10
Raymond James Financial
Florida
$9.5M -$93.4K -1,799 -1%
ODA
11
One Degree Advisors
California
$9.36M +$395K +7,616 +4%
KCM
12
Kathmere Capital Management
Pennsylvania
$8M +$70.9K +1,365 +0.9%
WDL
13
Well Done LLC
Michigan
$7.95M +$1.27M +24,365 +19%
SWA
14
Stratos Wealth Advisors
Ohio
$6.71M +$387K +7,462 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.86M -$367K -7,069 -6%
SPW
16
Stillwater Private Wealth
Pennsylvania
$5.29M +$5.27M +101,493 New
EF
17
Empowered Funds
Pennsylvania
$5.24M +$98.4K +1,895 +2%
LPL Financial
18
LPL Financial
California
$4.6M +$382K +7,358 +9%
JWM
19
JPL Wealth Management
Colorado
$4.59M +$2.88M +55,477 +171%
VF
20
Vestment Financial
Minnesota
$3.58M -$26.3K -506 -0.8%
OPOWM
21
One Plus One Wealth Management
Florida
$3.53M -$235K -4,530 -6%
Mariner
22
Mariner
Kansas
$3.02M +$3.01M +57,995 New
QHA
23
Quarry Hill Advisors
Minnesota
$2.93M -$7.53K -145 -0.3%
OIA
24
OneDigital Investment Advisors
Kansas
$2.63M -$35.3K -680 -1%
LKBC
25
L.K. Benson & Company
Maryland
$1.98M +$214K +4,117 +12%