IVAL Institutional Ownership
Alpha Architect International Quantitative Value ETF
1W: -1.8%
1M: -3.0%
3M: +1.7%
YTD: +13.3%
1Y: +18.8%
3Y: +62.5%
5Y: +60.0%
$35.92
+0.19 (+0.53%)
Weekly Expected Move ±1.6%
$35
$35
$36
$36
$37
Overview
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Holdings
Changes
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Institutional Ownership — IVAL
39
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
112M
Total Invested
3
New Positions
16
Increased
12
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (43 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Revolve Wealth Partners, LLC | 1,268,919 | $46M | +26,804 | +2.2% | 19Q | SEC ↗ |
| 2 | HighTower Advisors, LLC | 316,419 | $11M | +12,145 | +4.0% | 5Q | SEC ↗ |
| 3 | Empowered Funds, LLC | 218,580 | $8M | +28,918 | +15.2% | 3Q | SEC ↗ |
| 4 | Empirical Finance, LLC | 172,106 | $6M | -122,767 | -41.6% | 2Q | SEC ↗ |
| 5 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | 152,449 | $5M | -42,908 | -22.0% | 22Q | SEC ↗ |
| 6 | Kathmere Capital Management, LLC | 143,563 | $5M | +4,291 | +3.1% | 27Q | SEC ↗ |
| 7 | Savvy Advisors, Inc. | 131,099 | $5M | +8,593 | +7.0% | 2Q | SEC ↗ |
| 8 | One Degree Advisors Inc | 123,872 | $4M | +5,722 | +4.8% | 11Q | SEC ↗ |
| 9 | Royal Harbor Partners, LLC | 110,812 | $4M | +125 | +0.1% | 2Q | SEC ↗ |
| 10 | Stratos Wealth Advisors, LLC | 106,179 | $4M | +3,331 | +3.2% | 9Q | SEC ↗ |
| 11 | Vestment Financial LLC | 84,126 | $3M | +2,155 | +2.6% | 7Q | SEC ↗ |
| 12 | Stokes Family Office, LLC | 50,762 | $2M | +38,875 | +327.0% | 7Q | SEC ↗ |
| 13 | Warren Street Wealth Advisors, LLC | 47,237 | $2M | +1,727 | +3.8% | 19Q | SEC ↗ |
| 14 | Valley Financial Group, Inc. | 44,536 | $2M | -336 | -0.7% | 11Q | SEC ↗ |
| 15 | JANE STREET GROUP, LLC NEW | 42,101 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Vise Technologies, Inc. NEW | 40,838 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 17 | AQR CAPITAL MANAGEMENT LLC | 32,750 | $1M | — | +0.0% | 6Q | SEC ↗ |
| 18 | BAKER BOYER NATIONAL BANK | 29,296 | $1M | +227 | +0.8% | 19Q | SEC ↗ |
| 19 | L.K. Benson & Company, P.C. | 28,262 | $1M | -1,765 | -5.9% | 6Q | SEC ↗ |
| 20 | Innova Wealth Partners | 26,139 | $939K | +6,996 | +36.5% | 2Q | SEC ↗ |
| 21 | Sankala Group LLC | 23,584 | $847K | +7,589 | +47.4% | 3Q | SEC ↗ |
| 22 | Well Done, LLC | 22,492 | $808K | +249 | +1.1% | 23Q | SEC ↗ |
| 23 | XY Planning Network, Inc. | 16,060 | $577K | -2,109 | -11.6% | 6Q | SEC ↗ |
| 24 | QUARRY HILL ADVISORS, LLC | 10,826 | $389K | -19 | -0.2% | 13Q | SEC ↗ |
| 25 | LPL Financial LLC | 9,707 | $349K | -176 | -1.8% | 5Q | SEC ↗ |
| 26 | RAYMOND JAMES FINANCIAL INC | 9,028 | $324K | +635 | +7.6% | 2Q | SEC ↗ |
| 27 | OLD MISSION CAPITAL LLC NEW | 8,732 | $314K | — | +0.0% | 1Q | SEC ↗ |
| 28 | ROYAL BANK OF CANADA | 2,743 | $99K | -6,676 | -70.9% | 36Q | SEC ↗ |
| 29 | Federation des caisses Desjardins du Q | 1,671 | $60K | — | +0.0% | 3Q | SEC ↗ |
| 30 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,255 | $45K | -433 | -25.7% | 15Q | SEC ↗ |
| 31 | OSAIC HOLDINGS, INC. | 410 | $15K | — | +0.0% | 21Q | SEC ↗ |
| 32 | VANGUARD ADVISERS INC | 12 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 33 | Aptus Capital Advisors, LLC | 8 | $0K | — | +0.0% | 9Q | SEC ↗ |
| 34 | Kilter Group LLC | 2 | $0K | — | +0.0% | 5Q | SEC ↗ |
| 35 | WELLS FARGO & COMPANY/MN | 1 | $0K | — | +0.0% | 7Q | SEC ↗ |
| 36 | MANNING & NAPIER ADVISORS LLC | 1 | $0K | — | +0.0% | 4Q | SEC ↗ |
| 37 | GUARDIAN WEALTH ADVISORS, LLC / NC | 0 | $0K | -8 | -100.0% | 1Q | SEC ↗ |
| 38 | Lifeworks Advisors, LLC | 0 | $0K | -6,923 | -100.0% | 6Q | SEC ↗ |
| 39 | AMERIPRISE FINANCIAL INC | 0 | $0K | -10,518 | -100.0% | 2Q | SEC ↗ |
| 40 | AE Wealth Management LLC | 0 | $0K | -31 | -100.0% | 1Q | SEC ↗ |
| 41 | SAX WEALTH ADVISORS, LLC | 0 | $0K | -6,405 | -100.0% | 3Q | SEC ↗ |
| 42 | BANK OF AMERICA CORP /DE | 0 | $0K | -1,668 | -100.0% | 2Q | SEC ↗ |
| 43 | FLOW TRADERS U.S. LLC | 0 | $0K | -63,938 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 42,101 | $2M |
| Vise Technologies, Inc. | 40,838 | $1M |
| OLD MISSION CAPITAL LLC | 8,732 | $314K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 63,938 | $2M |
| AMERIPRISE FINANCIAL INC | 10,518 | $378K |
| Lifeworks Advisors, LLC | 6,923 | $249K |
| SAX WEALTH ADVISORS, LLC | 6,405 | $230K |
| BANK OF AMERICA CORP /DE | 1,668 | $60K |
| AE Wealth Management LLC | 31 | $1K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | $0K |
Biggest Increases (16)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Stokes Family Office, LLC | +38,875 | +327.0% | 50,762 |
| Empowered Funds, LLC | +28,918 | +15.2% | 218,580 |
| Revolve Wealth Partners, LLC | +26,804 | +2.2% | 1,268,919 |
| HighTower Advisors, LLC | +12,145 | +4.0% | 316,419 |
| Savvy Advisors, Inc. | +8,593 | +7.0% | 131,099 |
| Sankala Group LLC | +7,589 | +47.4% | 23,584 |
| Innova Wealth Partners | +6,996 | +36.5% | 26,139 |
| One Degree Advisors Inc | +5,722 | +4.8% | 123,872 |
| Kathmere Capital Management, LLC | +4,291 | +3.1% | 143,563 |
| Stratos Wealth Advisors, LLC | +3,331 | +3.2% | 106,179 |
| Vestment Financial LLC | +2,155 | +2.6% | 84,126 |
| Warren Street Wealth Advisors, LLC | +1,727 | +3.8% | 47,237 |
| RAYMOND JAMES FINANCIAL INC | +635 | +7.6% | 9,028 |
| Well Done, LLC | +249 | +1.1% | 22,492 |
| BAKER BOYER NATIONAL BANK | +227 | +0.8% | 29,296 |
| Royal Harbor Partners, LLC | +125 | +0.1% | 110,812 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Empirical Finance, LLC | -122,767 | -41.6% | 172,106 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | -42,908 | -22.0% | 152,449 |
| ROYAL BANK OF CANADA | -6,676 | -70.9% | 2,743 |
| XY Planning Network, Inc. | -2,109 | -11.6% | 16,060 |
| L.K. Benson & Company, P.C. | -1,765 | -5.9% | 28,262 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -433 | -25.7% | 1,255 |
| Valley Financial Group, Inc. | -336 | -0.7% | 44,536 |
| LPL Financial LLC | -176 | -1.8% | 9,707 |
| QUARRY HILL ADVISORS, LLC | -19 | -0.2% | 10,826 |