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 69 institutions that hold shares in the stock, with a total of 5.33 Million shares, which have been reported (via 13F filing form) to have a value of $238 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
40,552
shares
|
$1.81 Million
0.38% of portfolio
|
Q3 2024
Added 733.72%
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
27,341
shares
|
$1.22 Million
0.6% of portfolio
|
Q3 2024
Added 0.33%
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
23,157
shares
|
$1.03 Million
0.2% of portfolio
|
Q3 2024
Added 7.02%
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
21,313
shares
|
$951,412
0.2% of portfolio
|
Q3 2024
Added 0.59%
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
18,774
shares
|
$838,071
0.06% of portfolio
|
Q3 2024
Added 15.41%
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
18,251
shares
|
$814,724
0.36% of portfolio
|
Q3 2024
Added 7.92%
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
17,823
shares
|
$795,618
0.05% of portfolio
|
Q3 2024
Added 1.03%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
17,627
shares
|
$786,869
0.01% of portfolio
|
Q3 2024
New holding
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
15,878
shares
|
$708,793
0.25% of portfolio
|
Q3 2024
Added 7.59%
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
14,645
shares
|
$653,752
0.01% of portfolio
|
Q3 2024
Added 211.79%
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
14,228
shares
|
$635,137
0.0% of portfolio
|
Q3 2024
Added 43.89%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
13,883
shares
|
$619,737
0.0% of portfolio
|
Q3 2024
Added 0.33%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
12,071
shares
|
$538,849
0.0% of portfolio
|
Q3 2023
New holding
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,700
shares
|
$433,008
0.07% of portfolio
|
Q2 2022
Reduced 26.52%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
9,011
shares
|
$402,251
0.0% of portfolio
|
Q3 2024
New holding
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
8,906
shares
|
$397,563
0.23% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
8,000
shares
|
$357,120
0.03% of portfolio
|
Q2 2021
New holding
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,959
shares
|
$355,289
0.0% of portfolio
|
Q3 2024
Reduced 28.36%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
7,047
shares
|
$314,578
0.0% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
7,020
shares
|
$313,372
0.05% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
6,584
shares
|
$293,909
0.01% of portfolio
|
Q3 2024
Added 31.81%
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
6,300
shares
|
$281,232
0.0% of portfolio
|
Q3 2024
New holding
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
5,957
shares
|
$265,920
0.1% of portfolio
|
Q3 2024
Added 9.71%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
5,922
shares
|
$264,358
0.0% of portfolio
|
Q3 2024
Reduced 18.0%
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
4,959
shares
|
$221,369
0.0% of portfolio
|
Q3 2024
Reduced 0.02%
|