ALPHA ARCHITECT ETF TR's ticker is IVAL and the CUSIP is 02072L201. A total of 30 filers reported holding ALPHA ARCHITECT ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $371 | -13.1% | 14,898 | -5.9% | 0.00% | 0.0% |
| Q1 2024 | $427 | -5.1% | 15,837 | -11.9% | 0.00% | 0.0% |
| Q4 2023 | $450 | +13.9% | 17,982 | +7.5% | 0.00% | 0.0% |
| Q3 2023 | $395 | +2.1% | 16,728 | +2.9% | 0.00% | 0.0% |
| Q2 2023 | $387 | +13.2% | 16,261 | +11.5% | 0.00% | 0.0% |
| Q1 2023 | $342 | +25.3% | 14,590 | +17.1% | 0.00% | 0.0% |
| Q4 2022 | $273 | – | 12,456 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 664,640 | $17,626,000 | 5.09% |
| Empirical Finance, LLC | 1,243,146 | $32,968,000 | 3.69% |
| Lansing Street Advisors | 151,298 | $3,907,000 | 2.49% |
| Silicon Hills Wealth Management, LLC | 127,639 | $3,385,000 | 2.16% |
| MENLO ADVISORS LLC | 110,858 | $2,939,000 | 1.55% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 77,450 | $2,054,000 | 1.36% |
| Empowered Funds, LLC | 455,460 | $12,079,000 | 1.32% |
| Warren Street Wealth Advisors, LLC | 41,163 | $1,092,000 | 0.95% |
| Kathmere Capital Management, LLC | 135,876 | $3,603,000 | 0.61% |
| Kathleen S. Wright Associates Inc. | 20,460 | $543,000 | 0.40% |