ALPHA ARCHITECT ETF TR's ticker is IVAL and the CUSIP is 02072L201. A total of 32 filers reported holding ALPHA ARCHITECT ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,383 | +45.8% | 1,288 | +47.0% | 0.00% | – |
| Q2 2023 | $20,839 | +1.9% | 876 | +0.5% | 0.00% | – |
| Q1 2023 | $20,453 | +13.6% | 872 | +4.1% | 0.00% | – |
| Q4 2022 | $18,000 | +5.9% | 838 | 0.0% | 0.00% | – |
| Q3 2022 | $17,000 | -10.5% | 838 | 0.0% | 0.00% | – |
| Q2 2022 | $19,000 | +72.7% | 838 | +95.8% | 0.00% | – |
| Q1 2022 | $11,000 | 0.0% | 428 | +2.6% | 0.00% | – |
| Q4 2021 | $11,000 | 0.0% | 417 | 0.0% | 0.00% | – |
| Q3 2021 | $11,000 | -8.3% | 417 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | – | 417 | – | 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% |