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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,901,527 | -17.7% | 138,775 | -21.4% | 1.81% | -21.1% |
| Q1 2024 | $5,954,239 | +7.5% | 176,527 | +4.8% | 2.30% | +7.0% |
| Q4 2023 | $5,539,569 | +25.7% | 168,376 | +8.1% | 2.15% | +15.5% |
| Q3 2023 | $4,407,912 | -0.8% | 155,702 | +9.9% | 1.86% | +2.0% |
| Q2 2023 | $4,443,130 | +34.5% | 141,704 | +26.1% | 1.82% | +31.7% |
| Q1 2023 | $3,302,642 | – | 112,373 | – | 1.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coyle Financial Counsel LLC | 385,424 | $13,000,363 | 4.65% |
| Retirement Planning Group, LLC | 1,788,032 | $63,153,281 | 4.02% |
| Bull Oak Capital, LLC | 175,679 | $6,204,988 | 4.00% |
| Investment Planning Advisors, Inc. | 180,291 | $6,367,882 | 3.25% |
| QUARRY HILL ADVISORS, LLC | 122,128 | $4,313,578 | 2.88% |
| Smallwood Wealth Investment Management, LLC | 98,407 | $3,475,741 | 2.68% |
| Intelligence Driven Advisers, LLC | 527,943 | $18,646,936 | 2.64% |
| Stegent Equity Advisors, Inc. | 63,252 | $2,234,058 | 2.33% |
| MAYPORT, LLC | 180,129 | $6,362,160 | 2.27% |
| Watchman Group, Inc. | 199,361 | $7,041,418 | 2.25% |