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 | $2,437,638 | -7.4% | 86,105 | +2.6% | 2.22% | -5.5% |
Q2 2023 | $2,631,851 | +4.4% | 83,937 | -2.1% | 2.35% | -1.7% |
Q1 2023 | $2,519,957 | +7.9% | 85,742 | +1.2% | 2.39% | +20.7% |
Q4 2022 | $2,336,209 | +78.7% | 84,722 | +62.0% | 1.98% | +68.3% |
Q3 2022 | $1,307,000 | – | 52,294 | – | 1.18% | – |
Download |
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% |