ALPHA ARCHITECT ETF TR's ticker is FRDM and the CUSIP is 02072L607. A total of 45 filers reported holding ALPHA ARCHITECT ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,947,000 | -3.6% | 157,926 | +6.3% | 0.38% | +3.3% |
| Q2 2022 | $4,095,000 | +22.3% | 148,593 | +51.6% | 0.37% | +43.9% |
| Q1 2022 | $3,348,000 | +23.5% | 97,994 | +19.7% | 0.26% | +29.4% |
| Q4 2021 | $2,711,000 | -74.3% | 81,855 | -74.5% | 0.20% | -75.8% |
| Q3 2021 | $10,534,000 | – | 320,579 | – | 0.81% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bull Oak Capital, LLC | 176,755 | $5,003,946 | 5.47% |
| Stegent Equity Advisors, Inc. | 146,101 | $4,136,128 | 5.23% |
| Retirement Planning Group, LLC | 1,713,597 | $48,511,954 | 5.15% |
| Coyle Financial Counsel LLC | 378,507 | $10,715,528 | 4.49% |
| Intelligence Driven Advisers, LLC | 907,377 | $25,234,143 | 4.48% |
| QUARRY HILL ADVISORS, LLC | 101,223 | $2,865,623 | 2.63% |
| Smallwood Wealth Investment Management, LLC | 86,105 | $2,437,638 | 2.22% |
| Watchman Group, Inc. | 173,929 | $4,923,940 | 2.09% |
| Tanglewood Wealth Management, Inc. | 397,970 | $11,266,531 | 1.91% |
| Kathmere Capital Management, LLC | 444,651 | $12,588,081 | 1.86% |