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 6.21 Million shares, which have been reported (via 13F filing form) to have a value of $290 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
1,519,765
shares
|
$71 Million
9.31% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
428,678
shares
|
$20 Million
0.98% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
284,542
shares
|
$13.3 Million
3.95% of portfolio
|
Q3 2025
Added 45.61%
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
283,777
shares
|
$13.3 Million
1.92% of portfolio
|
Q3 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
263,062
shares
|
$12.3 Million
1.11% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Menlo Advisors LLC
|
Aug 06, 2025 Q2 2025 |
248,740
shares
|
$11.6 Million
5.9% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
238,967
shares
|
$11.2 Million
1.13% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
228,646
shares
|
$10.7 Million
6.05% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
219,709
shares
|
$10.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
211,013
shares
|
$9.86 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
201,788
shares
|
$9.43 Million
3.96% of portfolio
|
Q2 2023
Added 0.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
177,929
shares
|
$8.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
165,716
shares
|
$7.75 Million
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
159,508
shares
|
$7.46 Million
0.01% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
157,197
shares
|
$7.35 Million
2.25% of portfolio
|
Q3 2025
Added 17.48%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
146,765
shares
|
$6.86 Million
0.51% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
130,752
shares
|
$6.11 Million
1.06% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
120,742
shares
|
$5.64 Million
0.01% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
114,564
shares
|
$5.35 Million
0.27% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
107,393
shares
|
$5.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
105,374
shares
|
$4.93 Million
1.92% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
78,383
shares
|
$3.66 Million
0.0% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
71,221
shares
|
$3.33 Million
2.41% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
67,169
shares
|
$3.14 Million
1.81% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
53,404
shares
|
$2.5 Million
1.28% of portfolio
|
Q3 2025
Reduced 0.37%
|
|