ALPHA ARCHITECT ETF TR's ticker is FRDM and the CUSIP is 02072L607. A total of 49 filers reported holding ALPHA ARCHITECT ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $61,631 | +10.1% | 2,235 | -0.6% | 0.01% | 0.0% |
| Q3 2022 | $56,000 | -5.1% | 2,248 | +5.4% | 0.01% | 0.0% |
| Q2 2022 | $59,000 | +15.7% | 2,132 | +41.9% | 0.01% | +25.0% |
| Q1 2022 | $51,000 | +363.6% | 1,502 | +365.0% | 0.00% | +300.0% |
| Q4 2021 | $11,000 | -42.1% | 323 | -43.2% | 0.00% | -50.0% |
| Q3 2021 | $19,000 | -34.5% | 569 | -31.8% | 0.00% | -33.3% |
| Q2 2021 | $29,000 | -40.8% | 834 | -42.2% | 0.00% | -50.0% |
| Q1 2021 | $49,000 | +81.5% | 1,444 | +71.7% | 0.01% | +100.0% |
| Q4 2020 | $27,000 | +28.6% | 841 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $21,000 | +10.5% | 841 | +2.8% | 0.00% | 0.0% |
| Q2 2020 | $19,000 | +58.3% | 818 | +36.3% | 0.00% | 0.0% |
| Q1 2020 | $12,000 | +9.1% | 600 | +57.9% | 0.00% | +50.0% |
| Q4 2019 | $11,000 | +10.0% | 380 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | – | 380 | – | 0.00% | – |
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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% |