ALPHA ARCHITECT ETF TR's ticker is IVAL and the CUSIP is 02072L201. A total of 23 filers reported holding ALPHA ARCHITECT ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $834,485 | +1.8% | 35,376 | +2.7% | 0.00% | 0.0% |
| Q2 2023 | $819,920 | +3.5% | 34,450 | +2.0% | 0.00% | 0.0% |
| Q1 2023 | $792,267 | +20.3% | 33,776 | +12.4% | 0.00% | 0.0% |
| Q4 2022 | $658,330 | +98.9% | 30,047 | +84.2% | 0.00% | – |
| Q3 2022 | $331,000 | +45.8% | 16,308 | +61.6% | 0.00% | – |
| Q2 2022 | $227,000 | -20.9% | 10,089 | -12.5% | 0.00% | – |
| Q3 2020 | $287,000 | +5.5% | 11,532 | +2.5% | 0.00% | – |
| Q2 2020 | $272,000 | +27.7% | 11,246 | +9.6% | 0.00% | – |
| Q1 2020 | $213,000 | -30.2% | 10,265 | -0.6% | 0.00% | -100.0% |
| Q4 2019 | $305,000 | +4.1% | 10,330 | +8.4% | 0.00% | 0.0% |
| Q3 2018 | $293,000 | +2.1% | 9,531 | +2.4% | 0.00% | 0.0% |
| Q2 2018 | $287,000 | -2.0% | 9,311 | +3.9% | 0.00% | 0.0% |
| Q1 2018 | $293,000 | +9.3% | 8,961 | +10.5% | 0.00% | 0.0% |
| Q4 2017 | $268,000 | +4.3% | 8,106 | +1.0% | 0.00% | 0.0% |
| Q3 2017 | $257,000 | – | 8,023 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 1,013,173 | $23,900,052 | 5.50% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 140,167 | $3,306,442 | 2.15% |
| Empirical Finance, LLC | 1,096,884 | $25,874,726 | 1.90% |
| Ethos Financial Group, LLC | 269,777 | $6,363,851 | 1.65% |
| Synergy Asset Management, LLC | 166,577 | $3,929,435 | 0.78% |
| Warren Street Wealth Advisors, LLC | 37,223 | $878,059 | 0.58% |
| Kathmere Capital Management, LLC | 120,276 | $2,837,235 | 0.42% |
| Empowered Funds, LLC | 513,468 | $12,112,351 | 0.36% |
| Meredith Wealth Planning | 11,845 | $279,418 | 0.21% |
| QUARRY HILL ADVISORS, LLC | 9,571 | $225,769 | 0.21% |