ALPHA ARCHITECT ETF TR shareholder history

Current and past ALPHA ARCHITECT ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
JANE STREET GROUP, LLC 1010.00%0.00%0.01%Q2 2015Q3 202329
Empirical Finance, LLC 28281.90%7.15%14.00%Q4 2016Q3 202328
Empowered Funds, LLC 2610.36%5.58%26.72%Q4 2016Q3 202327
ROYAL BANK OF CANADA 25250.00%0.00%0.00%Q3 2017Q3 202325
MENLO ADVISORS LLC 25250.30%1.71%2.88%Q2 2016Q2 202225
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
MORGAN STANLEY 1560.00%0.00%0.00%Q3 2017Q3 202321
WELLS FARGO & COMPANY/MN 1080.00%0.00%0.00%Q1 2019Q3 202318
Kathmere Capital Management, LLC 16160.42%0.54%0.64%Q4 2019Q3 202316
LPL Financial LLC 640.00%0.00%0.00%Q3 2017Q3 202315
Silicon Hills Wealth Management, LLC 15150.02%0.98%2.16%Q4 2019Q2 202315
Citadel Advisors 410.00%0.00%0.00%Q3 2016Q3 202314
Well Done, LLC 1210.00%0.07%0.10%Q1 2018Q3 202314
ROCKY MOUNTAIN ADVISERS, LLC 14140.01%0.06%0.22%Q2 2018Q3 202114
Almanack Investment Partners, LLC. 760.01%0.39%1.31%Q4 2018Q3 202213
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q4 2016Q4 202112
UBS Group AG 210.00%0.00%0.00%Q2 2016Q3 202211
ONE PLUS ONE WEALTH MANAGEMENT, LLC 11111.12%2.15%3.94%Q1 2021Q3 202311
OSAIC HOLDINGS, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
OLD MISSION CAPITAL LLC 550.01%0.04%0.13%Q1 2021Q3 202310
Sterneck Capital Management, LLC 10100.12%0.48%1.31%Q4 2019Q1 202210
BAKER BOYER NATIONAL BANK 810.12%0.16%0.23%Q2 2021Q3 20239
Fortis Advisors, LLC 880.02%0.02%0.03%Q2 2018Q1 20208
Virtu KCG Holdings LLC 320.00%0.02%0.06%Q4 2014Q1 20178
Revolve Wealth Partners, LLC 884.27%5.24%5.51%Q4 2021Q3 20238
WFG Advisors, LP 710.06%0.29%0.38%Q2 2015Q2 20178
Kathleen S. Wright Associates Inc. 880.17%0.28%0.40%Q4 2021Q3 20238
Warren Street Wealth Advisors, LLC 880.47%0.72%0.95%Q4 2021Q3 20238
Hudock, Inc. 880.01%0.01%0.03%Q3 2019Q2 20218
IFP Advisors, Inc 770.00%0.00%0.00%Q1 2022Q3 20237
Brinker Capital Investments, LLC 770.04%0.07%0.10%Q4 2019Q2 20217
COMMONWEALTH EQUITY SERVICES, LLC 660.00%0.00%0.00%Q4 2019Q1 20216
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.00%Q1 2018Q2 20196
RAYMOND JAMES & ASSOCIATES 420.00%0.00%0.00%Q4 2019Q2 20216
Lansing Street Advisors 660.30%0.80%2.49%Q1 2022Q2 20236
Sigma Planning Corp 550.01%0.03%0.03%Q1 2018Q1 20195
Aptus Capital Advisors, LLC 550.00%0.00%0.01%Q2 2020Q2 20215
VICTORY CAPITAL MANAGEMENT INC 550.01%0.01%0.01%Q1 2020Q1 20215
BROWN ADVISORY INC 310.00%0.00%0.00%Q1 2018Q4 20195
Alpha Omega Wealth Management LLC 550.00%0.01%0.03%Q2 2018Q2 20195
MONEY CONCEPTS CAPITAL CORP 550.00%0.01%0.01%Q1 2022Q1 20235
Cambridge Investment Research Advisors, Inc. 550.00%0.00%0.00%Q4 2020Q4 20215
Ethos Financial Group, LLC 441.65%1.95%2.11%Q4 2022Q3 20234
Betterment LLC 440.00%0.00%0.00%Q4 2022Q3 20234
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Private Advisor Group, LLC 310.00%0.01%0.01%Q2 2020Q3 20234
UNITED SERVICES AUTOMOBILE ASSOCIATION 440.09%0.10%0.10%Q2 2020Q1 20214
Meredith Wealth Planning 440.21%0.22%0.23%Q4 2022Q3 20234
Live Your Vision, LLC 330.01%0.02%0.02%Q1 2017Q3 20173
NewSquare Capital LLC 330.00%0.00%0.00%Q4 2022Q2 20233
ACCURATE INVESTMENT SOLUTIONS, INC. 330.00%0.00%0.00%Q2 2019Q4 20193
Stokes Family Office, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Raymond James Financial Services Advisors, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
Waverly Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Covestor Ltd 220.00%0.00%0.00%Q2 2022Q3 20222
QUARRY HILL ADVISORS, LLC 220.21%0.21%0.21%Q2 2023Q3 20232
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q3 2015Q1 20172
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q3 2021Q4 20212
Pacifica Partners Inc. 220.02%0.02%0.02%Q4 2019Q1 20202
Spectrum Wealth Advisory Group, LLC 220.78%1.63%2.48%Q1 2019Q2 20192
Stephens Consulting, LLC 220.12%0.14%0.16%Q4 2021Q1 20222
Hedges Asset Management LLC 110.18%0.18%0.18%Q4 2021Q4 20211
American Portfolios Advisors 110.02%0.02%0.02%Q4 2021Q4 20211
BOKF, NA 110.01%0.01%0.01%Q4 2019Q4 20191
Teamwork Financial Advisors, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Summit Trail Advisors, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q2 2018Q2 20181
EA Series Trust 110.38%0.38%0.38%Q2 2023Q2 20231
GREAT VALLEY ADVISOR GROUP, INC. 110.16%0.16%0.16%Q4 2018Q4 20181
SIGNATUREFD, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Synergy Asset Management, LLC 110.78%0.78%0.78%Q3 2023Q3 20231
Paragon Capital Management Ltd 110.03%0.03%0.03%Q4 2021Q4 20211
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2023Q3 20231
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q1 2021Q1 20211
9258 Wealth Management, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2018Q3 20181
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
AE Wealth Management LLC 110.01%0.01%0.01%Q3 2023Q3 20231
OLD MISSION CAPITAL, LLC 110.17%0.17%0.17%Q4 2020Q4 20201
AlphaStar Capital Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
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.