ALPHA ARCHITECT ETF TR's ticker is FRDM and the CUSIP is 02072L607. A total of 109 filers reported holding ALPHA ARCHITECT ETF TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,646,936 | +0.6% | 527,943 | -4.0% | 2.64% | -3.6% |
| Q1 2024 | $18,543,403 | -14.2% | 549,760 | -21.5% | 2.74% | -21.5% |
| Q4 2023 | $21,599,842 | -14.4% | 700,611 | -22.8% | 3.49% | -22.1% |
| Q3 2023 | $25,234,143 | +0.7% | 907,377 | +11.7% | 4.48% | +2.1% |
| Q2 2023 | $25,049,487 | – | 812,240 | – | 4.39% | – |
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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% |