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 71 institutions that hold shares in the stock, with a total of 5.76 Million shares, which have been reported (via 13F filing form) to have a value of $251 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
5,580
shares
|
$236,926
0.0% of portfolio
|
Q4 2024
Added 290.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
5,472
shares
|
$232,341
0.0% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
5,225
shares
|
$221,853
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
4,981
shares
|
$211,493
0.0% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
4,653
shares
|
$197,566
0.03% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
2,400
shares
|
$101,904
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,159
shares
|
$91,671
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$63,690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,147
shares
|
$48,701
0.0% of portfolio
|
Q4 2024
Added 473.5%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,080
shares
|
$45,856
0.01% of portfolio
|
Q2 2024
Reduced 19.46%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
905
shares
|
$38,426
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
658
shares
|
$27,938
0.0% of portfolio
|
Q4 2024
Reduced 75.38%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
560
shares
|
$23,777
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
431
shares
|
$18,300
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
200
shares
|
$8,492
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
158
shares
|
$6,708
0.0% of portfolio
|
Q4 2024
Reduced 83.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
141
shares
|
$5,986
0.0% of portfolio
|
Q4 2024
Added 14000.0%
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
129
shares
|
$5,477
0.0% of portfolio
|
Q4 2024
Added 86.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
100
shares
|
$4,246
0.0% of portfolio
|
Q2 2024
Reduced 18.03%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
46
shares
|
$1,953
0.0% of portfolio
|
Q4 2024
Reduced 68.28%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|