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

Alpha Architect U.S. Quantitative Value ETF logo
$53.91 +0.50 (+0.94%)
As of 03:42 PM Eastern
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Institutional Ownership Changes (13F Filings) for Alpha Architect U.S. Quantitative Value ETF (NASDAQ:QVAL)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$4.93M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.70M
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Skip Chart & View Institutional Buying and Selling Data

QVAL Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Ethos Financial Group LLC260,869$13.60M1.0%-10.4%2.766%
3/2/2026 Sankala Group LLC12,406$664K0.5%N/A0.135%
2/3/2026 Baker Boyer National Bank25,331$1.24M0.4%+1.0%0.276%
1/20/2026Ethos Financial Group LLC291,178$14.21M1.0%+10.7%3.196%
1/1/2026JPMorgan Chase & Co.2,078$97K0.0%N/A0.024%
11/7/2025JPMorgan Chase & Co.2,078$97K0.0%N/A0.024%
11/5/2025 Baker Boyer National Bank25,070$1.17M0.4%+3.7%0.258%
10/23/2025Ethos Financial Group LLC263,062$12.27M1.0%+7.1%2.983%
8/6/2025Menlo Advisors LLC248,740$10.95M5.9%-1.0%2.889%
8/6/2025Ethos Financial Group LLC245,697$10.81M0.9%+20.8%2.854%
7/28/2025 Baker Boyer National Bank24,171$1.06M0.4%+3.5%0.281%
4/30/2025Leavell Investment Management Inc.5,036$215K0.0%N/A0.060%
4/29/2025Baker Boyer National Bank23,359$996K0.4%+44.4%0.280%
4/24/2025Aspect 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%
2/6/2025Menlo Advisors LLC251,355$11.22M5.7%+1.1%2.961%
2/3/2025Aspect Partners LLC9,911$442K0.3%+11.3%0.117%
1/23/2025Baker Boyer National Bank16,179$722K0.2%+1.9%0.193%
11/8/2024Avior Wealth Management LLC945$44K0.0%-46.9%0.011%
10/19/2024Baker Boyer National Bank15,878$733K0.2%+7.6%0.193%
8/9/2024Menlo Advisors LLC248,610$10.66M5.9%+0.3%3.115%
8/7/2024Baker 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%
4/12/2024Baker Boyer National Bank13,642$613K0.2%+5.0%0.178%
2/16/2024Aspect 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%
10/12/2023Menlo Advisors LLC247,423$9.18M6.0%+0.8%3.515%
8/11/2023Lansing Street Advisors18,500$640K0.4%-4.9%0.263%
4/28/2023Lansing 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%
2/7/2023Lansing Street Advisors16,918$544K0.4%+78.4%0.000%
2/3/2023Blue Bell Private Wealth Management LLC1,635$53K0.0%+1,535.0%0.000%
1/18/2023Well Done LLC22,980$739K0.2%-3.8%0.000%
11/15/2022Menlo Advisors LLC246,326$7.19M5.0%-1.4%0.000%
11/15/2022Lansing Street Advisors9,481$277K0.2%+16.1%0.000%
10/14/2022Well Done LLC23,887$697K0.2%-2.3%0.000%
10/14/2022Baker 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%
7/18/2022Abacus Planning Group Inc.8,069$241K0.1%-41.7%0.000%
7/12/2022One 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%
5/11/2022Financial Advocates Investment Management12,482$457K0.0%N/A0.000%
5/10/2022Hedges Asset Management LLC7,000$256K0.2%-6.7%0.000%
5/9/2022One 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%
5/9/2022Lansing Street Advisors8,174$293K0.2%N/A0.000%
5/4/2022Warren Street Wealth Advisors LLC12,439$455K0.4%+9.0%0.000%
5/4/2022Gladstone Institutional Advisory LLC30,483$1.12M0.1%N/A0.000%
4/29/2022Kathleen 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%
4/28/2022Menlo 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%
4/20/2022Well Done LLC24,177$884K0.2%+7.1%0.000%
4/15/2022Baker Boyer National Bank16,867$617K0.3%+12.3%0.000%
4/13/2022Abacus Planning Group Inc.13,833$506K0.1%-10.7%0.000%
4/11/2022Strid Group LLC1,137,303$41.60M8.5%+0.9%0.000%
2/16/2022Menlo 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%
2/8/2022Raymond James & Associates10,496$390K0.0%-5.0%0.000%
2/3/2022Advisor Group Holdings Inc.6,546$243K0.0%+397.4%0.000%


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 Ethos Financial Group LLC ($13.60M), Menlo Advisors LLC ($10.95M), Baker Boyer National Bank ($1.24M), Sankala Group LLC ($664K), Aspect Partners LLC ($344K), Leavell Investment Management Inc. ($215K), and JPMorgan Chase & Co. ($97K).Learn more on Alpha Architect U.S. Quantitative Value ETF's institutional investors.

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

The following institutional investors have purchased Alpha Architect U.S. Quantitative Value ETF's stock in the last 24 months: Ethos Financial Group LLC ($156.61K), Sankala Group LLC ($12.41K), Baker Boyer National Bank ($11.69K), JPMorgan Chase & Co. ($5.10K), Leavell Investment Management Inc. ($5.04K), Menlo Advisors LLC ($3.54K), and Aspect Partners LLC ($1.01K).

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

Institutional investors have bought a total of 106,320 shares in the last 24 months. This purchase volume represents approximately $4.93M in transactions.

Which of Alpha Architect U.S. Quantitative Value ETF's 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: Ethos Financial Group LLC ($30.31K), and Menlo Advisors LLC ($2.62K).

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

Institutional investors have sold a total of 32,924 shares in the last 24 months. This volume of shares sold represents approximately $1.70M in transactions.


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This page (NASDAQ:QVAL) was last updated on 5/5/2026 by MarketBeat.com Staff.
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