Institutional Ownership Ea Ser Tr Alpha Architect U S (QVAL)
This table provides information about the institutional ownership of Ea Ser Tr Alpha Architect U S (QVAL). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 5.77 Million shares, which have been reported (via 13F filing form) to have a value of $248 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
1,496,578
shares
|
$64.3 Million
9.4% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
435,049
shares
|
$18.7 Million
1.03% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Menlo Advisors LLC
|
Aug 06, 2025 Q2 2025 |
248,740
shares
|
$10.7 Million
5.9% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
245,697
shares
|
$10.6 Million
1.08% of portfolio
|
Q2 2025
Added 20.8%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
242,041
shares
|
$10.4 Million
1.18% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
230,098
shares
|
$9.89 Million
0.04% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
220,357
shares
|
$9.47 Million
5.88% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
213,222
shares
|
$9.16 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
201,788
shares
|
$8.67 Million
3.96% of portfolio
|
Q2 2023
Added 0.1%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
195,416
shares
|
$8.4 Million
3.53% of portfolio
|
Q1 2025
Added 10.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
179,279
shares
|
$7.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
165,716
shares
|
$7.12 Million
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
143,894
shares
|
$6.18 Million
0.52% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
139,282
shares
|
$5.99 Million
0.0% of portfolio
|
Q2 2025
Added 16.5%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
133,811
shares
|
$5.75 Million
2.1% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
132,139
shares
|
$5.68 Million
1.12% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
120,742
shares
|
$5.19 Million
0.01% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
111,281
shares
|
$4.78 Million
0.27% of portfolio
|
Q2 2025
Added 83.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
110,346
shares
|
$4.74 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
106,331
shares
|
$4.57 Million
1.92% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
76,287
shares
|
$3.28 Million
0.0% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
68,752
shares
|
$2.95 Million
2.28% of portfolio
|
Q2 2025
Reduced 48.13%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
65,742
shares
|
$2.83 Million
1.86% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
53,605
shares
|
$2.3 Million
1.37% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
51,027
shares
|
$2.19 Million
0.03% of portfolio
|
Q2 2025
Added 3.94%
|