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 $247 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
44,204
shares
|
$1.92 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Mar 06, 2025 Q4 2024 |
43,521
shares
|
$1.89 Million
2.18% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
42,465
shares
|
$1.84 Million
0.02% of portfolio
|
Q4 2024
Added 140.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,315
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Added 192.21%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
34,851
shares
|
$1.51 Million
0.29% of portfolio
|
Q4 2024
Reduced 14.06%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
27,615
shares
|
$1.2 Million
0.55% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
24,712
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 174.24%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
24,363
shares
|
$1.06 Million
0.2% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
21,999
shares
|
$953,216
0.2% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
18,553
shares
|
$803,901
0.35% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
18,457
shares
|
$799,741
0.01% of portfolio
|
Q4 2024
Added 26.03%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
18,072
shares
|
$783,059
0.05% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
17,949
shares
|
$777,730
0.05% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
16,179
shares
|
$701,036
0.25% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
15,450
shares
|
$669,448
0.0% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
13,948
shares
|
$604,366
0.0% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
12,071
shares
|
$523,036
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
9,911
shares
|
$429,443
0.26% of portfolio
|
Q4 2024
Added 11.28%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,700
shares
|
$420,301
0.07% of portfolio
|
Q2 2022
Reduced 26.52%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,000
shares
|
$346,640
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
7,711
shares
|
$334,117
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,542
shares
|
$326,794
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
7,243
shares
|
$313,839
0.01% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
7,023
shares
|
$304,306
0.0% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
7,020
shares
|
$304,176
0.05% of portfolio
|
Q3 2023
Reduced 2.15%
|