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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
51,365
shares
|
$2.4 Million
0.03% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,315
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Added 192.21%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
25,624
shares
|
$1.2 Million
0.37% of portfolio
|
Q3 2025
Added 18.08%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
25,070
shares
|
$1.17 Million
0.39% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
24,570
shares
|
$1.15 Million
0.36% of portfolio
|
Q3 2025
Reduced 11.65%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
24,363
shares
|
$1.14 Million
0.2% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
22,268
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Added 23.4%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
22,220
shares
|
$1.04 Million
0.56% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
21,627
shares
|
$1.01 Million
0.32% of portfolio
|
Q2 2025
Added 69.84%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
15,469
shares
|
$723,021
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
12,071
shares
|
$564,198
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
10,878
shares
|
$508,437
0.03% of portfolio
|
Q3 2025
Added 327.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
9,727
shares
|
$454,639
0.0% of portfolio
|
Q3 2025
Added 71.22%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,700
shares
|
$453,378
0.07% of portfolio
|
Q2 2022
Reduced 26.52%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
9,550
shares
|
$446,367
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
8,077
shares
|
$377,518
0.17% of portfolio
|
Q1 2025
Reduced 18.5%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
8,016
shares
|
$374,667
0.05% of portfolio
|
Q3 2025
Reduced 33.18%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
8,000
shares
|
$373,920
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
7,582
shares
|
$354,382
0.0% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
7,043
shares
|
$329,189
0.05% of portfolio
|
Q3 2025
Reduced 44.63%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
6,940
shares
|
$324,375
0.0% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
6,446
shares
|
$301,286
0.05% of portfolio
|
Q3 2025
Reduced 42.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
6,297
shares
|
$294,321
0.0% of portfolio
|
Q3 2025
Added 19.44%
|
|
|
Innova Wealth Partners
|
Dec 02, 2025 Q3 2025 |
5,583
shares
|
$260,949
0.16% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
5,057
shares
|
$236,364
0.01% of portfolio
|
Q3 2025
Added 1.24%
|
|