Alpha Architect U.S. Quantitative Value ETF (QVAL) Institutional Ownership

$43.16
+0.35 (+0.82%)
(As of 05/3/2024 ET)

Institutional Ownership Changes (13F Filings) for Alpha Architect U.S. Quantitative Value ETF (BATS:QVAL)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$70.51K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$32.89K
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QVAL Institutional Buying and Selling by Quarter

Alpha Architect U.S. Quantitative Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/12/2023 Menlo Advisors LLC247,423$9.18M6.0%+0.8%3.515%
8/11/2023 Lansing Street Advisors18,500$640K0.4%-4.9%0.263%
4/28/2023 Lansing Street Advisors19,451$658K0.4%+15.0%0.269%
4/20/2023Ethos Financial Group LLC140,332$4.75M1.5%+2.5%1.938%
2/9/2023Ethos Financial Group LLC136,891$4.44M1.5%N/A0.000%
2/7/2023 Lansing Street Advisors16,918$544K0.4%+78.4%0.000%
2/3/2023 Blue Bell Private Wealth Management LLC1,635$53K0.0%+1,535.0%0.000%
1/18/2023 Well Done LLC22,980$739K0.2%-3.8%0.000%
11/15/2022 Menlo Advisors LLC246,326$7.19M5.0%-1.4%0.000%
11/15/2022 Lansing Street Advisors9,481$277K0.2%+16.1%0.000%
10/14/2022 Well Done LLC23,887$697K0.2%-2.3%0.000%
10/14/2022 Baker Boyer National Bank13,096$382K0.2%-22.4%0.000%
8/12/2022Almanack Investment Partners LLC.188,399$5.63M0.6%+65.6%0.000%
8/2/2022Private Portfolio Partners LLC18,883$564K0.2%+5.3%0.000%
7/18/2022 Abacus Planning Group Inc.8,069$241K0.1%-41.7%0.000%
7/12/2022 One Plus One Wealth Management LLC99,775$2.98M2.3%+23.9%0.000%
5/20/2022Toroso Investments LLC73,835$2.70M0.1%-5.2%0.000%
5/13/2022Silicon Hills Wealth Management LLC92,649$3.39M2.2%+24.5%0.000%
5/12/2022Private Portfolio Partners LLC17,938$656K0.2%+6.3%0.000%
5/12/2022Cetera Advisor Networks LLC24,780$906K0.0%+72.1%0.000%
5/11/2022 Financial Advocates Investment Management12,482$457K0.0%N/A0.000%
5/10/2022 Hedges Asset Management LLC7,000$256K0.2%-6.7%0.000%
5/9/2022 One Plus One Wealth Management LLC80,514$2.95M2.0%-6.4%0.000%
5/9/2022Advisors Preferred LLC1,322$48K0.0%-72.5%0.000%
5/9/2022 Lansing Street Advisors8,174$293K0.2%N/A0.000%
5/4/2022 Warren Street Wealth Advisors LLC12,439$455K0.4%+9.0%0.000%
5/4/2022Gladstone Institutional Advisory LLC30,483$1.12M0.1%N/A0.000%
4/29/2022 Kathleen S. Wright Associates Inc.111,501$4.08M3.0%+3.5%0.000%
4/28/2022Kathmere Capital Management LLC195,040$7.14M1.2%+1.6%0.000%
4/28/2022 Menlo Advisors LLC249,706$9.13M4.8%+2.2%0.000%
4/26/2022Ieq Capital LLC6,026$220K0.0%N/A0.000%
4/21/2022Empirical Finance LLC935,932$34.24M3.8%-1.2%0.000%
4/21/2022Empowered Funds LLC247,408$9.05M1.0%-43.0%0.000%
4/20/2022 Well Done LLC24,177$884K0.2%+7.1%0.000%
4/15/2022 Baker Boyer National Bank16,867$617K0.3%+12.3%0.000%
4/13/2022 Abacus Planning Group Inc.13,833$506K0.1%-10.7%0.000%
4/11/2022 Strid Group LLC1,137,303$41.60M8.5%+0.9%0.000%
2/16/2022 Menlo Advisors LLC244,306$9.08M4.5%-4.0%0.000%
2/11/2022Silicon Hills Wealth Management LLC74,428$2.77M1.7%+214.1%0.000%
2/10/2022Empowered Funds LLC434,311$16.15M1.8%+11.4%0.000%
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2/8/2022 Raymond James & Associates10,496$390K0.0%-5.0%0.000%
2/8/2022 Hedges Asset Management LLC7,500$279K0.2%N/A0.000%
2/7/2022Advisors Preferred LLC4,815$178K0.0%N/A0.000%
2/7/2022 Warren Street Wealth Advisors LLC11,416$424K0.4%N/A0.000%
2/4/2022Empirical Finance LLC946,931$35.21M4.2%+1.1%0.000%
2/3/2022 Cambridge Investment Research Advisors Inc.15,470$575K0.0%+3.5%0.000%
2/3/2022Advisor Group Holdings Inc.6,546$243K0.0%+397.4%0.000%
2/2/2022 Kathleen S. Wright Associates Inc.107,775$4.01M2.9%N/A0.000%
2/2/2022 One One Wealth Management LLC86,007$3.20M2.2%-0.7%0.000%
1/27/2022Kathmere Capital Management LLC191,981$7.14M1.2%-0.6%0.000%
1/24/2022 Baker Boyer National Bank15,020$558K0.3%N/A0.000%
1/18/2022 Abacus Planning Group Inc.15,489$576K0.2%+11.9%0.000%
1/14/2022 Strid Group LLC1,126,924$42.21M8.7%+3.1%0.000%
1/12/2022IFP Advisors Inc341$34K0.0%-65.3%0.000%
11/16/2021Cetera Advisor Networks LLC15,800$540K0.0%N/A0.000%
11/16/2021LPL Financial LLC41,638$1.42M0.0%-3.7%0.000%
11/15/2021Flow Traders U.S. LLC27,758$949K0.0%N/A0.000%
11/15/2021Royal Bank of Canada116,476$3.98M0.0%-42.9%0.000%
11/12/2021Empirical Finance LLC936,289$32.03M4.8%+17.5%0.000%
11/4/2021Almanack Investment Partners LLC.571,992$19.57M1.7%+1.8%0.000%
11/4/2021Private Portfolio Partners LLC15,955$546K0.2%+17.8%0.000%
11/4/2021 Financial Advocates Investment Management9,476$324K0.0%N/A0.000%
11/2/2021 Raymond James & Associates11,053$378K0.0%-12.9%0.000%
11/2/2021 Cambridge Investment Research Advisors Inc.14,950$511K0.0%+21.2%0.000%
11/1/2021 Well Done LLC22,866$782K0.2%-3.6%0.000%
10/14/2021Kathmere Capital Management LLC193,173$6.61M1.2%+1.7%0.000%
10/8/2021 Strid Group LLC1,093,335$37.40M8.4%+0.5%0.000%
8/30/2021 Menlo Advisors LLC234,636$8.06M4.3%-3.9%0.000%
8/16/2021Royal Bank of Canada204,129$7.01M0.0%-41.3%0.000%
8/13/2021LPL Financial LLC43,247$1.49M0.0%+554.7%0.000%
8/11/2021Private Portfolio Partners LLC13,545$465K0.1%+56.0%0.000%
8/11/2021Susquehanna International Group LLP17,782$611K0.0%N/A0.000%
8/10/2021National Asset Management Inc.12,726$437K0.0%N/A0.000%
8/10/2021Roberts Glore & Co. Inc. IL10,400$357K0.1%-34.3%0.000%
8/10/2021Empirical Finance LLC797,168$27.37M4.1%-6.3%0.000%
8/4/2021Almanack Investment Partners LLC.561,990$19.29M1.9%+29.5%0.000%
8/4/2021Empowered Funds LLC399,069$13.70M1.7%+15.2%0.000%
8/2/2021Advisor Group Holdings Inc.1,314$45K0.0%N/A0.000%
8/2/2021 Lbmc Investment Advisors LLC8,000$275K0.0%N/A0.000%
7/31/2021Kathmere Capital Management LLC189,917$6.52M1.3%+3.2%0.000%
7/31/2021 One One Wealth Management LLC110,335$3.79M2.6%+11.6%0.000%
7/31/2021 Well Done LLC23,723$814K0.2%+3.0%0.000%
7/31/2021IFP Advisors Inc1,000$35K0.0%+78.6%0.000%
5/17/2021Royal Bank of Canada347,499$11.30M0.0%-13.8%0.000%
5/17/2021Private Portfolio Partners LLC8,680$282K0.1%+10.4%0.000%
5/11/2021Almanack Investment Partners LLC.434,048$14.12M1.4%+1,276.5%0.000%
5/7/2021 Cambridge Investment Research Advisors Inc.12,184$396K0.0%+49.2%0.000%
5/7/2021Kathmere Capital Management LLC183,985$5.98M1.2%+7.2%0.000%
5/6/2021Roberts Glore & Co. Inc. IL15,825$515K0.2%-8.4%0.000%
5/3/2021 One One Wealth Management LLC98,843$3.21M2.5%N/A0.000%
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4/29/2021 Well Done LLC23,023$749K0.2%+2.0%0.000%
4/27/2021 Abacus Planning Group Inc.8,704$283K0.1%N/A0.000%
4/23/2021 Strid Group LLC1,090,766$35.47M8.7%+1.8%0.000%
3/26/2021Susquehanna International Group LLP10,701$300K0.0%-57.1%0.000%
2/16/2021Private Portfolio Partners LLC7,864$220K0.1%N/A0.000%
2/16/2021 Menlo Advisors LLC244,246$6.84M4.5%+1.8%0.000%
2/16/2021Kathmere Capital Management LLC171,554$4.81M1.0%+1.6%0.000%
2/9/2021Roberts Glore & Co. Inc. IL17,275$484K0.2%-3.9%0.000%
2/6/2021 Strid Group LLC1,071,572$30.32M8.2%+4.9%0.000%
2/4/2021 Cambridge Investment Research Advisors Inc.8,167$229K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

QVAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QVAL shares?

During the previous two years, 18 institutional investors and hedge funds held shares of Alpha Architect U.S. Quantitative Value ETF. The most heavily invested institutionals were Menlo Advisors LLC ($9.18M), Almanack Investment Partners LLC. ($5.63M), Ethos Financial Group LLC ($4.75M), Silicon Hills Wealth Management LLC ($3.39M), One Plus One Wealth Management LLC ($2.98M), Toroso Investments LLC ($2.70M), and Gladstone Institutional Advisory LLC ($1.12M).Learn more on QVAL's institutional investors.

Which institutional investors have been buying Alpha Architect U.S. Quantitative Value ETF stock?

Of the 12 institutional investors that purchased Alpha Architect U.S. Quantitative Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ethos Financial Group LLC ($140.33K), Almanack Investment Partners LLC. ($74.64K), Gladstone Institutional Advisory LLC ($30.48K), Lansing Street Advisors ($19.46K), One Plus One Wealth Management LLC ($19.26K), Silicon Hills Wealth Management LLC ($18.22K), and Financial Advocates Investment Management ($12.48K).

How much institutional buying is happening at Alpha Architect U.S. Quantitative Value ETF?

Institutional investors have bought a total of 331,720 shares in the last 24 months. This purchase volume represents approximately $10.83M in transactions.

Which Alpha Architect U.S. Quantitative Value ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold Alpha Architect U.S. Quantitative Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Abacus Planning Group Inc. ($5.76K), One Plus One Wealth Management LLC ($5.49K), Toroso Investments LLC ($4.03K), Baker Boyer National Bank ($3.77K), Advisors Preferred LLC ($3.49K), Menlo Advisors LLC ($3.38K), and Well Done LLC ($1.47K).

How much institutional selling is happening at Alpha Architect U.S. Quantitative Value ETF?

Institutional investors have sold a total of 28,847 shares in the last 24 months. This volume of shares sold represents approximately $953.80K in transactions.


This page (BATS:QVAL) was last updated on 5/4/2024 by MarketBeat.com Staff

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