ALPHA ARCHITECT ETF TR's ticker is FRDM and the CUSIP is 02072L607. A total of 83 filers reported holding ALPHA ARCHITECT ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,878,784 | +0.7% | 66,365 | +11.5% | 0.00% | 0.0% |
| Q2 2023 | $1,866,039 | +6.8% | 59,514 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $1,748,016 | +17.7% | 59,477 | +10.5% | 0.00% | 0.0% |
| Q4 2022 | $1,485,000 | +12.4% | 53,845 | +1.9% | 0.00% | 0.0% |
| Q3 2022 | $1,321,000 | +560.5% | 52,835 | +628.7% | 0.00% | – |
| Q2 2022 | $200,000 | +284.6% | 7,251 | +378.9% | 0.00% | – |
| Q1 2022 | $52,000 | -5.5% | 1,514 | -8.5% | 0.00% | – |
| Q4 2021 | $55,000 | +44.7% | 1,655 | +43.9% | 0.00% | – |
| Q3 2021 | $38,000 | +81.0% | 1,150 | +91.7% | 0.00% | – |
| Q2 2021 | $21,000 | +5.0% | 600 | 0.0% | 0.00% | – |
| Q1 2021 | $20,000 | -72.2% | 600 | -80.1% | 0.00% | – |
| Q2 2020 | $72,000 | +35.8% | 3,018 | +9.6% | 0.00% | – |
| Q1 2020 | $53,000 | – | 2,753 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bull Oak Capital, LLC | 176,755 | $5,003,946 | 5.47% |
| Stegent Equity Advisors, Inc. | 146,101 | $4,136,128 | 5.23% |
| Retirement Planning Group, LLC | 1,713,597 | $48,511,954 | 5.15% |
| Coyle Financial Counsel LLC | 378,507 | $10,715,528 | 4.49% |
| Intelligence Driven Advisers, LLC | 907,377 | $25,234,143 | 4.48% |
| QUARRY HILL ADVISORS, LLC | 101,223 | $2,865,623 | 2.63% |
| Smallwood Wealth Investment Management, LLC | 86,105 | $2,437,638 | 2.22% |
| Watchman Group, Inc. | 173,929 | $4,923,940 | 2.09% |
| Tanglewood Wealth Management, Inc. | 397,970 | $11,266,531 | 1.91% |
| Kathmere Capital Management, LLC | 444,651 | $12,588,081 | 1.86% |