ALPHA ARCHITECT ETF TR's ticker is FRDM and the CUSIP is 02072L607. A total of 70 filers reported holding ALPHA ARCHITECT ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $784,640 | -9.7% | 27,716 | 0.0% | 0.17% | -5.9% |
| Q2 2023 | $869,035 | +13.9% | 27,716 | +6.8% | 0.18% | +12.1% |
| Q1 2023 | $762,936 | +6.6% | 25,959 | 0.0% | 0.16% | +7.1% |
| Q4 2022 | $715,810 | +23.4% | 25,959 | +11.8% | 0.15% | +8.5% |
| Q3 2022 | $580,000 | -9.4% | 23,229 | 0.0% | 0.14% | +0.7% |
| Q2 2022 | $640,000 | -16.0% | 23,229 | +4.2% | 0.14% | -7.2% |
| Q1 2022 | $762,000 | – | 22,303 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegent Equity Advisors, Inc. | 157,884 | $4,950,426 | 5.54% |
| Retirement Planning Group, LLC | 1,711,680 | $53,669,735 | 5.36% |
| Coyle Financial Counsel LLC | 354,145 | $11,104,228 | 4.99% |
| Intelligence Driven Advisers, LLC | 812,240 | $25,049,487 | 4.39% |
| Bull Oak Capital, LLC | 168,366 | $5,279,118 | 3.86% |
| QUARRY HILL ADVISORS, LLC | 95,300 | $2,988,127 | 2.70% |
| Smallwood Wealth Investment Management, LLC | 83,937 | $2,631,851 | 2.35% |
| Kathmere Capital Management, LLC | 429,243 | $13,458,930 | 2.09% |
| Smith Anglin Financial, LLC | 486,833 | $15,264,640 | 1.85% |
| TrueWealth Advisors, LLC | 141,704 | $4,443,130 | 1.82% |