AAEQ Institutional Ownership
Alpha Architect US Equity 2 ETF
1W: -0.1%
1M: +1.4%
3M: +3.5%
YTD: +12.3%
$55.36
+0.08 (+0.15%)
Weekly Expected Move ±1.5%
$54
$55
$55
$56
$57
Overview
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Institutional Ownership — AAEQ
45
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
333M
Total Invested
4
New Positions
2
Increased
17
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (46 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cache Advisors, LLC | 3,631,067 | $201M | — | +0.0% | 3Q | SEC ↗ |
| 2 | Everest Private Wealth | 375,942 | $21M | -4,547 | -1.2% | 3Q | SEC ↗ |
| 3 | Beacon Pointe Advisors, LLC | 359,759 | $20M | — | +0.0% | 3Q | SEC ↗ |
| 4 | Vise Technologies, Inc. NEW | 233,703 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Truepoint, Inc. | 232,542 | $13M | -731 | -0.3% | 3Q | SEC ↗ |
| 6 | JPL Wealth Management, LLC | 229,355 | $13M | — | +0.0% | 3Q | SEC ↗ |
| 7 | Flatrock Wealth Partners LLC | 101,682 | $6M | — | +0.0% | 3Q | SEC ↗ |
| 8 | Seed Wealth Management, Inc. | 91,183 | $5M | -271 | -0.3% | 3Q | SEC ↗ |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 83,311 | $5M | — | +0.0% | 3Q | SEC ↗ |
| 10 | Soundwatch Capital LLC | 83,311 | $5M | — | +0.0% | 3Q | SEC ↗ |
| 11 | Meredith Wealth Planning | 80,965 | $4M | -307 | -0.4% | 3Q | SEC ↗ |
| 12 | Ethos Financial Group, LLC | 80,056 | $4M | -20,399 | -20.3% | 3Q | SEC ↗ |
| 13 | Ledyard National Bank | 65,131 | $4M | -1,405 | -2.1% | 3Q | SEC ↗ |
| 14 | Quantinno Capital Management LP | 53,441 | $3M | +28,647 | +115.5% | 2Q | SEC ↗ |
| 15 | One Degree Advisors Inc | 50,944 | $3M | — | +0.0% | 2Q | SEC ↗ |
| 16 | TWIN PEAKS WEALTH ADVISORS, LLC | 49,139 | $3M | — | +0.0% | 3Q | SEC ↗ |
| 17 | LORING WOLCOTT & COOLIDGE FIDUCIARY AD | 43,122 | $2M | — | +0.0% | 3Q | SEC ↗ |
| 18 | SUMMIT WEALTH & RETIREMENT PLANNING, I | 39,418 | $2M | — | +0.0% | 3Q | SEC ↗ |
| 19 | Revolve Wealth Partners, LLC | 37,219 | $2M | -473 | -1.3% | 3Q | SEC ↗ |
| 20 | FIDELITY D & D BANCORP INC | 32,817 | $2M | — | +0.0% | 3Q | SEC ↗ |
| 21 | Magnolia Private Wealth, LLC | 31,966 | $2M | -800 | -2.4% | 3Q | SEC ↗ |
| 22 | ROYAL BANK OF CANADA | 29,555 | $2M | +476 | +1.6% | 3Q | SEC ↗ |
| 23 | REGIONS FINANCIAL CORP | 27,580 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 24 | AQR CAPITAL MANAGEMENT LLC | 20,340 | $1M | -1,612 | -7.3% | 2Q | SEC ↗ |
| 25 | Family CFO Inc | 19,852 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 26 | Sherman Wealth Management LLC | 17,799 | $985K | — | +0.0% | 3Q | SEC ↗ |
| 27 | MERCER GLOBAL ADVISORS INC /ADV NEW | 17,607 | $975K | — | +0.0% | 1Q | SEC ↗ |
| 28 | CONTINUUM WEALTH ADVISORS, LLC | 15,437 | $855K | — | +0.0% | 3Q | SEC ↗ |
| 29 | Prairiewood Capital, LLC | 15,388 | $852K | — | +0.0% | 3Q | SEC ↗ |
| 30 | BLAIR WILLIAM & CO/IL NEW | 15,195 | $841K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Creative Planning | 14,259 | $789K | — | +0.0% | 3Q | SEC ↗ |
| 32 | QUARRY HILL ADVISORS, LLC | 14,235 | $788K | -5,933 | -29.4% | 3Q | SEC ↗ |
| 33 | MilWealth Group LLC | 12,789 | $708K | -1,045 | -7.6% | 3Q | SEC ↗ |
| 34 | Savvy Advisors, Inc. | 12,154 | $673K | -1,122 | -8.5% | 2Q | SEC ↗ |
| 35 | Schiavi & Co LLC | 9,817 | $544K | — | +0.0% | 3Q | SEC ↗ |
| 36 | Cerity Partners LLC | 9,378 | $519K | — | +0.0% | 3Q | SEC ↗ |
| 37 | XY Planning Network, Inc. | 6,605 | $366K | -1,896 | -22.3% | 3Q | SEC ↗ |
| 38 | Midwest Capital Advisors, LLC | 6,605 | $366K | — | +0.0% | 3Q | SEC ↗ |
| 39 | ZWJ INVESTMENT COUNSEL INC | 5,104 | $283K | — | +0.0% | 3Q | SEC ↗ |
| 40 | CITADEL ADVISORS LLC NEW | 4,385 | $243K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Farther Finance Advisors, LLC | 3,430 | $190K | — | +0.0% | 3Q | SEC ↗ |
| 42 | UBS Group AG | 449 | $25K | -943 | -67.7% | 2Q | SEC ↗ |
| 43 | Empowered Funds, LLC | 0 | $0K | -6,642 | -100.0% | 1Q | SEC ↗ |
| 44 | Perigon Wealth Management, LLC | 0 | $0K | -7,502 | -100.0% | 1Q | SEC ↗ |
| 45 | L2 Asset Management, LLC | 0 | $0K | -6,516 | -100.0% | 1Q | SEC ↗ |
| 46 | M Holdings Securities, Inc. | 0 | $0K | -30,463 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Vise Technologies, Inc. | 233,703 | $13M |
| MERCER GLOBAL ADVISORS INC /ADV | 17,607 | $975K |
| BLAIR WILLIAM & CO/IL | 15,195 | $841K |
| CITADEL ADVISORS LLC | 4,385 | $243K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| M Holdings Securities, Inc. | 30,463 | $2M |
| Perigon Wealth Management, LLC | 7,502 | $415K |
| Empowered Funds, LLC | 6,642 | $368K |
| L2 Asset Management, LLC | 6,516 | $361K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Quantinno Capital Management LP | +28,647 | +115.5% | 53,441 |
| ROYAL BANK OF CANADA | +476 | +1.6% | 29,555 |
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Ethos Financial Group, LLC | -20,399 | -20.3% | 80,056 |
| QUARRY HILL ADVISORS, LLC | -5,933 | -29.4% | 14,235 |
| Everest Private Wealth | -4,547 | -1.2% | 375,942 |
| XY Planning Network, Inc. | -1,896 | -22.3% | 6,605 |
| AQR CAPITAL MANAGEMENT LLC | -1,612 | -7.3% | 20,340 |
| Ledyard National Bank | -1,405 | -2.1% | 65,131 |
| Savvy Advisors, Inc. | -1,122 | -8.5% | 12,154 |
| MilWealth Group LLC | -1,045 | -7.6% | 12,789 |
| UBS Group AG | -943 | -67.7% | 449 |
| Magnolia Private Wealth, LLC | -800 | -2.4% | 31,966 |
| Truepoint, Inc. | -731 | -0.3% | 232,542 |
| Revolve Wealth Partners, LLC | -473 | -1.3% | 37,219 |
| Meredith Wealth Planning | -307 | -0.4% | 80,965 |
| Seed Wealth Management, Inc. | -271 | -0.3% | 91,183 |