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 5.88 Million shares, which have been reported (via 13F filing form) to have a value of $240 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
1,421,019
shares
|
$57.9 Million
9.53% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
545,630
shares
|
$22.2 Million
1.44% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Menlo Advisors LLC
|
Apr 11, 2025 Q1 2025 |
251,355
shares
|
$10.2 Million
5.1% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
224,482
shares
|
$9.15 Million
0.04% of portfolio
|
Q1 2025
Added 17.81%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
218,032
shares
|
$8.88 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
|
$8.29 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
|
$8.22 Million
3.96% of portfolio
|
Q2 2023
Added 0.1%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
190,503
shares
|
$7.76 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
|
$7.71 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
176,685
shares
|
$7.2 Million
3.43% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
165,716
shares
|
$6.75 Million
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
143,470
shares
|
$5.85 Million
0.55% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
141,529
shares
|
$5.77 Million
0.1% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
139,686
shares
|
$5.69 Million
0.69% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
135,885
shares
|
$5.54 Million
1.04% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
132,559
shares
|
$5.4 Million
4.1% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
122,256
shares
|
$4.98 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
|
$4.92 Million
0.01% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
117,458
shares
|
$4.79 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
|
$4.76 Million
2.14% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
114,444
shares
|
$4.66 Million
2.11% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
63,689
shares
|
$2.6 Million
1.35% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
61,486
shares
|
$2.51 Million
1.9% of portfolio
|
Q1 2025
Added 14.09%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
60,707
shares
|
$2.47 Million
0.15% of portfolio
|
Q1 2025
Added 22.34%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
50,040
shares
|
$2.04 Million
1.39% of portfolio
|
Q1 2025
Added 0.01%
|