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 5.34 Million shares, which have been reported (via 13F filing form) to have a value of $246 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
4,959
shares
|
$228,262
0.0% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
4,929
shares
|
$226,881
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
4,410
shares
|
$202,992
0.03% of portfolio
|
Q3 2024
Added 162.66%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,673
shares
|
$123,038
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
2,400
shares
|
$110,472
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,430
shares
|
$65,822
0.0% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,191
shares
|
$54,821
0.0% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,080
shares
|
$49,712
0.01% of portfolio
|
Q2 2024
Reduced 19.46%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
905
shares
|
$41,657
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
636
shares
|
$29,275
0.0% of portfolio
|
Q3 2024
Reduced 52.25%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
560
shares
|
$25,776
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
200
shares
|
$9,206
0.0% of portfolio
|
Q3 2024
Added 53.85%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
158
shares
|
$7,272
0.0% of portfolio
|
Q4 2024
Reduced 83.28%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
100
shares
|
$4,603
0.0% of portfolio
|
Q2 2024
Reduced 18.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
100
shares
|
$4,603
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 03, 2024 Q3 2024 |
69
shares
|
$3,176
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
30
shares
|
$1,380
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$46
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|