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 70 institutions that hold shares in the stock, with a total of 5.72 Million shares, which have been reported (via 13F filing form) to have a value of $261 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
1,378,715
shares
|
$63 Million
9.7% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
545,630
shares
|
$25 Million
1.44% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Menlo Advisors LLC
|
Feb 06, 2025 Q4 2024 |
251,355
shares
|
$11.5 Million
5.72% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
218,032
shares
|
$9.97 Million
0.15% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
203,392
shares
|
$9.3 Million
1.37% of portfolio
|
Q4 2024
Added 19.15%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
201,788
shares
|
$9.23 Million
3.96% of portfolio
|
Q2 2023
Added 0.1%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
190,546
shares
|
$8.71 Million
0.04% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
190,503
shares
|
$8.71 Million
5.91% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
189,286
shares
|
$8.66 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
176,685
shares
|
$8.08 Million
3.43% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
165,716
shares
|
$7.58 Million
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
145,309
shares
|
$6.64 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
141,529
shares
|
$6.47 Million
0.1% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
139,686
shares
|
$6.39 Million
0.69% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
138,314
shares
|
$6.33 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 29, 2025 Q4 2024 |
137,933
shares
|
$6.31 Million
3.62% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
122,256
shares
|
$5.59 Million
0.0% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
120,742
shares
|
$5.52 Million
0.01% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
117,458
shares
|
$5.37 Million
0.0% of portfolio
|
Q4 2024
Added 22.57%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
116,776
shares
|
$5.34 Million
2.14% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
114,444
shares
|
$5.23 Million
2.11% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
63,542
shares
|
$2.91 Million
1.49% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
53,893
shares
|
$2.46 Million
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
50,033
shares
|
$2.29 Million
1.5% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
49,621
shares
|
$2.27 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.19%
|