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 67 institutions that hold shares in the stock, with a total of 5.66 Million shares, which have been reported (via 13F filing form) to have a value of $249 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
|
$62.6 Million
9.53% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
444,428
shares
|
$19.6 Million
1.17% of portfolio
|
Q1 2025
Reduced 18.55%
|
|
|
Menlo Advisors LLC
|
Apr 11, 2025 Q1 2025 |
251,355
shares
|
$11.1 Million
5.1% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
241,422
shares
|
$10.6 Million
1.21% of portfolio
|
Q1 2025
Added 72.83%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
224,482
shares
|
$9.89 Million
0.04% of portfolio
|
Q1 2025
Added 17.81%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
217,075
shares
|
$9.56 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
210,056
shares
|
$9.25 Million
5.95% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
206,864
shares
|
$9.11 Million
0.0% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
203,392
shares
|
$8.96 Million
0.94% of portfolio
|
Q4 2024
Added 19.15%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
201,788
shares
|
$8.89 Million
3.96% of portfolio
|
Q2 2023
Added 0.1%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
195,416
shares
|
$8.61 Million
3.53% of portfolio
|
Q1 2025
Added 10.6%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
165,716
shares
|
$7.3 Million
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
143,894
shares
|
$6.34 Million
0.52% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
132,139
shares
|
$5.82 Million
1.12% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
121,996
shares
|
$5.37 Million
2.14% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
120,742
shares
|
$5.32 Million
0.01% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
119,556
shares
|
$5.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
113,754
shares
|
$5.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
108,714
shares
|
$4.79 Million
1.88% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
74,044
shares
|
$3.26 Million
0.0% of portfolio
|
Q1 2025
Added 67.51%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
68,752
shares
|
$3.03 Million
2.28% of portfolio
|
Q2 2025
Reduced 48.13%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
65,742
shares
|
$2.9 Million
1.86% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
60,707
shares
|
$2.67 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
|
$2.2 Million
1.39% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
49,095
shares
|
$2.16 Million
0.03% of portfolio
|
Q1 2025
Added 15.61%
|