ALPHA ARCHITECT ETF TR's ticker is ITAN and the CUSIP is 02072L771.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308,000 | +144.4% | 13,178 | +152.4% | 0.00% | – |
| Q2 2023 | $126,000 | -51.4% | 5,221 | -54.7% | 0.00% | – |
| Q1 2023 | $259,000 | +197.7% | 11,519 | +167.6% | 0.00% | – |
| Q2 2022 | $87,000 | +52.6% | 4,304 | +89.2% | 0.00% | – |
| Q1 2022 | $57,000 | -80.1% | 2,275 | -78.8% | 0.00% | – |
| Q4 2021 | $286,000 | +61.6% | 10,723 | +50.4% | 0.00% | – |
| Q3 2021 | $177,000 | – | 7,130 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 617,741 | $14,427,578 | 3.32% |
| Proficio Capital Partners LLC | 28,355 | $662,242 | 0.09% |
| NewEdge Advisors, LLC | 206,927 | $4,832,857 | 0.05% |
| Tradition Wealth Management, LLC | 3,411 | $80 | 0.01% |
| Retirement Group, LLC | 142 | $3,316 | 0.00% |
| AdvisorNet Financial, Inc | 277 | $6,469 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| ROYAL BANK OF CANADA | 13,178 | $308,000 | 0.00% |