AAVM Institutional Ownership
Alpha Architect Global Factor Equity ETF
1W: -0.1%
1M: -1.8%
3M: -0.5%
YTD: +12.9%
1Y: +17.0%
3Y: +60.5%
5Y: +31.6%
$33.73
+0.31 (+0.93%)
Weekly Expected Move ±1.5%
$33
$33
$34
$34
$35
Overview
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Holdings
Changes
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Analysis
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Short Interest
Dividends
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Institutional Ownership — AAVM
9
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
8M
Total Invested
0
New Positions
1
Increased
6
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Empirical Finance, LLC | 178,907 | $6M | -85,233 | -32.3% | 2Q | SEC ↗ |
| 2 | Valley Financial Group, Inc. | 13,475 | $455K | +101 | +0.8% | 11Q | SEC ↗ |
| 3 | Range Advisory, LLC | 10,497 | $354K | — | +0.0% | 3Q | SEC ↗ |
| 4 | Lifeworks Advisors, LLC | 9,542 | $322K | -5,316 | -35.8% | 9Q | SEC ↗ |
| 5 | GWN SECURITIES INC. | 8,420 | $284K | -1,377 | -14.1% | 3Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 2,242 | $76K | -9,832 | -81.4% | 34Q | SEC ↗ |
| 7 | MORGAN STANLEY | 1 | $0K | — | +0.0% | 11Q | SEC ↗ |
| 8 | AlphaCore Capital LLC | 0 | $0K | -1,241 | -100.0% | 1Q | SEC ↗ |
| 9 | Independent Advisor Alliance | 0 | $0K | -8,142 | -100.0% | 1Q | SEC ↗ |
| 10 | UBS Group AG | 0 | $0K | -82 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 8,142 | $275K |
| AlphaCore Capital LLC | 1,241 | $42K |
| UBS Group AG | 82 | $3K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Valley Financial Group, Inc. | +101 | +0.8% | 13,475 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Empirical Finance, LLC | -85,233 | -32.3% | 178,907 |
| ROYAL BANK OF CANADA | -9,832 | -81.4% | 2,242 |
| Lifeworks Advisors, LLC | -5,316 | -35.8% | 9,542 |
| GWN SECURITIES INC. | -1,377 | -14.1% | 8,420 |