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

$41.12 +0.08 (+0.19%)
As of 03:59 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$3.98M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$127.84K
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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
4/30/2025 Leavell Investment Management Inc.5,036$215K0.0%N/A0.060%
4/29/2025 Baker Boyer National Bank23,359$996K0.4%+44.4%0.280%
4/24/2025 Aspect Partners LLC8,077$344K0.2%-18.5%0.097%
2/12/2025JPMorgan Chase & Co.1,147$51K0.0%+473.5%0.014%
2/6/2025Ethos Financial Group LLC203,392$9.08M1.2%+19.1%2.396%
2/6/2025 Menlo Advisors LLC251,355$11.22M5.7%+1.1%2.961%
2/3/2025 Aspect Partners LLC9,911$442K0.3%+11.3%0.117%
1/23/2025 Baker Boyer National Bank16,179$722K0.2%+1.9%0.193%
11/8/2024 Avior Wealth Management LLC945$44K0.0%-46.9%0.011%
10/19/2024 Baker Boyer National Bank15,878$733K0.2%+7.6%0.193%
8/9/2024 Menlo Advisors LLC248,610$10.66M5.9%+0.3%3.115%
8/7/2024 Baker Boyer National Bank14,758$633K0.2%+8.2%0.185%
8/5/2024Blue Bell Private Wealth Management LLC1,080$46K0.0%-19.5%0.014%
5/17/2024Comerica Bank657$30K0.0%+109.9%0.008%
5/8/2024Ethos Financial Group LLC149,756$6.73M1.3%+31.8%1.913%
4/24/2024Blue Bell Private Wealth Management LLC1,341$60K0.0%-20.4%0.017%
4/12/2024 Baker Boyer National Bank13,642$613K0.2%+5.0%0.178%
2/16/2024 Aspect Partners LLC8,916$361K0.2%N/A0.121%
2/7/2024Ethos Financial Group LLC113,622$4.60M1.0%+32.5%1.544%
2/1/2024Kathleen S. Wright Associates Inc.101,499$4.11M2.0%-8.6%1.394%
(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, 10 institutional investors and hedge funds held shares of Alpha Architect U.S. Quantitative Value ETF. The most heavily invested institutionals were Menlo Advisors LLC ($11.22M), Ethos Financial Group LLC ($9.08M), Kathleen S. Wright Associates Inc. ($4.11M), Baker Boyer National Bank ($996K), Aspect Partners LLC ($344K), Leavell Investment Management Inc. ($215K), and JPMorgan Chase & Co. ($51K).Learn more on QVAL's institutional investors.

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

The following institutional investors have purchased Alpha Architect U.S. Quantitative Value ETF stock in the last 24 months: Ethos Financial Group LLC ($96.70K), Baker Boyer National Bank ($10.37K), Aspect Partners LLC ($9.92K), Leavell Investment Management Inc. ($5.04K), Menlo Advisors LLC ($3.54K), JPMorgan Chase & Co. ($947.00), and Comerica Bank ($344.00).

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

Institutional investors have bought a total of 126,860 shares in the last 24 months. This purchase volume represents approximately $5.50M in transactions.

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

The following institutional investors have sold Alpha Architect U.S. Quantitative Value ETF stock in the last 24 months: Kathleen S. Wright Associates Inc. ($9.61K), Aspect Partners LLC ($1.83K), Avior Wealth Management LLC ($833.00), and Blue Bell Private Wealth Management LLC ($605.00).

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

Institutional investors have sold a total of 12,879 shares in the last 24 months. This volume of shares sold represents approximately $532.29K in transactions.



This page (NASDAQ:QVAL) was last updated on 5/1/2025 by MarketBeat.com Staff
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