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 5.83 Million shares, which have been reported (via 13F filing form) to have a value of $253 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
49,095
shares
|
$2.13 Million
0.03% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Mar 06, 2025 Q4 2024 |
43,521
shares
|
$1.89 Million
2.18% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,315
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Added 192.21%
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
27,688
shares
|
$1.2 Million
0.52% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
24,363
shares
|
$1.06 Million
0.2% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
23,359
shares
|
$1.02 Million
0.37% of portfolio
|
Q1 2025
Added 44.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
20,755
shares
|
$902,219
0.0% of portfolio
|
Q1 2025
Reduced 16.01%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
20,571
shares
|
$894,221
0.35% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
20,475
shares
|
$890,048
0.01% of portfolio
|
Q1 2025
Added 10.93%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
20,095
shares
|
$873,529
0.06% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
18,927
shares
|
$822,756
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
17,733
shares
|
$770,853
0.13% of portfolio
|
Q1 2025
Reduced 19.39%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
16,744
shares
|
$727,861
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
16,541
shares
|
$719,037
0.12% of portfolio
|
Q1 2025
Reduced 52.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
16,217
shares
|
$704,952
0.0% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
14,494
shares
|
$630,054
0.43% of portfolio
|
Q1 2025
Added 87.97%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
13,981
shares
|
$607,754
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
13,333
shares
|
$579,585
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
12,734
shares
|
$553,546
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
12,071
shares
|
$524,726
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
11,620
shares
|
$505,121
0.1% of portfolio
|
Q1 2025
Added 65.53%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,700
shares
|
$421,659
0.07% of portfolio
|
Q2 2022
Reduced 26.52%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
8,077
shares
|
$351,107
0.2% of portfolio
|
Q1 2025
Reduced 18.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
8,075
shares
|
$351,020
0.0% of portfolio
|
Q4 2024
Reduced 23.89%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
8,039
shares
|
$349,455
0.0% of portfolio
|
Q1 2025
Added 14.47%
|