ALPHA ARCHITECT ETF TR shareholder history

Current and past ALPHA ARCHITECT ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 2620.00%0.00%0.00%Q1 2015Q3 202333
IFP Advisors, Inc 17140.00%0.02%0.10%Q4 2015Q3 202331
MENLO ADVISORS LLC 30302.98%4.29%6.03%Q2 2016Q3 202330
Empirical Finance, LLC 28282.22%7.23%15.92%Q4 2016Q3 202328
Empowered Funds, LLC 2610.20%5.64%42.28%Q4 2016Q3 202327
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
LINCOLN NATIONAL CORP 1820.01%0.06%0.11%Q1 2015Q2 202020
WELLS FARGO & COMPANY/MN 1910.00%0.00%0.00%Q1 2018Q3 202320
LPL Financial LLC 1110.00%0.00%0.00%Q1 2015Q3 202319
BROWN ADVISORY INC 19190.00%0.00%0.00%Q3 2015Q1 202019
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q3 2017Q3 202317
ROBERTS GLORE & CO INC /IL/ 1150.08%0.15%0.29%Q3 2017Q3 202116
9258 Wealth Management, LLC 16160.06%0.11%0.21%Q4 2019Q3 202316
Kathmere Capital Management, LLC 16160.58%0.99%1.26%Q4 2019Q3 202316
RAYMOND JAMES & ASSOCIATES 16160.00%0.00%0.00%Q4 2019Q3 202316
Well Done, LLC 1410.00%0.15%0.20%Q1 2018Q3 202316
JANE STREET GROUP, LLC 710.00%0.00%0.01%Q1 2015Q4 201915
Strid Group, LLC 15151.62%7.81%8.94%Q1 2020Q3 202315
ROCKY MOUNTAIN ADVISERS, LLC 14140.01%0.06%0.20%Q2 2018Q3 202114
UBS Group AG 410.00%0.00%0.00%Q2 2016Q3 202313
Veritable, L.P. 13130.01%0.01%0.01%Q2 2020Q2 202313
Citadel Advisors 210.00%0.00%0.00%Q4 2015Q3 202312
ENVESTNET ASSET MANAGEMENT INC 12120.00%0.00%0.00%Q3 2015Q2 201812
Private Portfolio Partners LLC 12120.08%0.15%0.19%Q4 2020Q3 202312
ONE PLUS ONE WEALTH MANAGEMENT, LLC 11111.71%2.25%2.63%Q1 2021Q3 202311
Steward Partners Investment Advisory, LLC 740.00%0.00%0.00%Q3 2019Q3 202311
Financial Advocates Investment Management 710.02%0.03%0.05%Q2 2020Q3 202310
LBMC INVESTMENT ADVISORS, LLC 10100.03%0.03%0.03%Q2 2021Q3 202310
OSAIC HOLDINGS, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
Almanack Investment Partners, LLC. 820.04%1.01%3.95%Q3 2020Q3 202310
Cetera Advisor Networks LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Silicon Hills Wealth Management, LLC 810.01%2.02%4.09%Q4 2019Q2 20239
BAKER BOYER NATIONAL BANK 810.17%0.22%0.30%Q2 2021Q3 20239
Private Advisor Group, LLC 310.00%0.01%0.02%Q3 2019Q3 20238
Kathleen S. Wright Associates Inc. 882.30%2.62%2.98%Q4 2021Q3 20238
Warren Street Wealth Advisors, LLC 880.34%0.38%0.40%Q4 2021Q3 20238
WFG Advisors, LP 710.06%0.31%0.39%Q2 2015Q2 20178
Tidal Investments LLC 880.05%0.10%0.14%Q4 2021Q3 20238
MSI Financial Services Inc 770.00%0.01%0.02%Q2 2015Q4 20167
Gladstone Institutional Advisory LLC 770.02%0.13%0.31%Q1 2022Q3 20237
Betterment LLC 770.00%0.00%0.00%Q1 2022Q3 20237
MORGAN STANLEY 610.00%0.00%0.00%Q1 2021Q3 20237
Lansing Street Advisors 660.19%0.29%0.41%Q1 2022Q2 20236
Abacus Planning Group, Inc. 660.07%0.12%0.15%Q1 2021Q2 20226
Advisor Group, Inc. 420.00%0.00%0.00%Q2 2016Q2 20186
Fortis Advisors, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Virtu KCG Holdings LLC 410.01%0.01%0.02%Q3 2015Q2 20176
Forefront Analytics, LLC 510.02%1.64%2.90%Q4 2017Q1 20206
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 550.00%0.01%0.02%Q3 2022Q3 20235
Live Your Vision, LLC 210.00%0.01%0.02%Q3 2016Q1 20195
Aptus Capital Advisors, LLC 550.00%0.00%0.01%Q2 2020Q2 20215
Cambridge Investment Research Advisors, Inc. 550.00%0.00%0.00%Q4 2020Q4 20215
Alpha Omega Wealth Management LLC 550.00%0.03%0.06%Q2 2018Q2 20195
Raymond James Financial Services Advisors, Inc. 550.00%0.01%0.01%Q3 2022Q3 20235
Meredith Wealth Planning 440.77%0.81%0.84%Q4 2022Q3 20234
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
QUARRY HILL ADVISORS, LLC 442.79%3.09%3.34%Q4 2022Q3 20234
AMERICAN INTERNATIONAL GROUP, INC. 440.00%0.00%0.00%Q2 2015Q1 20164
Hudock, Inc. 440.00%0.00%0.01%Q4 2021Q3 20224
BENJAMIN F. EDWARDS & COMPANY, INC. 440.01%0.01%0.01%Q4 2014Q3 20154
Stokes Family Office, LLC 310.07%0.32%0.48%Q4 2019Q3 20234
Ethos Financial Group, LLC 440.82%1.35%1.60%Q4 2022Q3 20234
Genesis Wealth Advisors, LLC 330.01%0.01%0.02%Q4 2014Q2 20153
B. Riley Wealth Advisors, Inc. 210.01%0.06%0.09%Q1 2015Q2 20213
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q3 2017Q1 20203
Virtu Financial LLC 210.01%0.02%0.04%Q3 2017Q2 20183
Sterneck Capital Management, LLC 330.82%0.96%1.12%Q4 2019Q2 20203
Advisors Preferred, LLC 330.00%0.01%0.02%Q4 2021Q2 20223
FMR LLC 110.00%0.00%0.00%Q3 2018Q3 20222
Waverly Advisors, LLC 220.30%0.31%0.32%Q2 2023Q3 20232
GOLDMAN SACHS GROUP INC 220.00%0.00%0.00%Q1 2022Q2 20222
Pacifica Partners Inc. 220.01%0.01%0.01%Q4 2019Q1 20202
Hedges Asset Management LLC 220.20%0.21%0.22%Q4 2021Q1 20222
Allworth Financial LP 220.00%0.00%0.00%Q4 2020Q1 20212
Carnick & Kubik, LLC 110.00%0.01%0.01%Q3 2015Q1 20162
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Ausdal Financial Partners, Inc. 220.44%0.50%0.55%Q2 2018Q3 20182
NEXT Financial Group, Inc 110.01%0.01%0.01%Q2 2015Q2 20151
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q2 2018Q2 20181
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Global Retirement Partners, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
FLOW TRADERS U.S. LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q4 2015Q4 20151
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2018Q3 20181
Belpointe Asset Management LLC 110.12%0.12%0.12%Q3 2023Q3 20231
SIGNATUREFD, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q4 2022Q4 20221
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
IEQ CAPITAL, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
EA Series Trust 110.20%0.20%0.20%Q2 2023Q2 20231
LADENBURG THALMANN FINANCIAL SERVICES INC. 110.00%0.00%0.00%Q2 2019Q2 20191
CWM, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Creative Planning 110.00%0.00%0.00%Q2 2017Q2 20171
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
External links

This page lists all the filers that currently own ALPHA ARCHITECT ETF TR or have owned ALPHA ARCHITECT ETF TR in the past.