ALPHA ARCHITECT ETF TR's ticker is FRDM and the CUSIP is 02072L607. A total of 27 filers reported holding ALPHA ARCHITECT ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $745,778 | -79.7% | 23,785 | -81.0% | 0.02% | -78.1% |
Q1 2023 | $3,676,542 | +993.6% | 125,095 | +926.0% | 0.07% | +630.0% |
Q4 2022 | $336,194 | -32.2% | 12,192 | -18.5% | 0.01% | -52.4% |
Q4 2021 | $496,000 | +136.2% | 14,963 | +134.0% | 0.02% | +162.5% |
Q3 2021 | $210,000 | -0.9% | 6,395 | +3.2% | 0.01% | +14.3% |
Q2 2021 | $212,000 | – | 6,195 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Retirement Planning Group, LLC | 1,665,554 | $48,950,634 | 5.22% |
Coyle Financial Counsel LLC | 354,748 | $10,426,044 | 4.80% |
Bull Oak Capital, LLC | 164,864 | $4,845,362 | 3.75% |
Stegent Equity Advisors, Inc. | 115,782 | $3,402,816 | 3.38% |
Smallwood Wealth Investment Management, LLC | 85,742 | $2,519,957 | 2.39% |
Kathmere Capital Management, LLC | 439,419 | $12,914,510 | 2.12% |
QUARRY HILL ADVISORS, LLC | 73,578 | $2,162,464 | 2.03% |
1620 INVESTMENT ADVISORS, INC. | 48,210 | $1,416,894 | 1.71% |
TrueWealth Advisors, LLC | 112,373 | $3,302,642 | 1.38% |
MAYPORT, LLC | 66,505 | $1,954,569 | 1.22% |