ALPHA ARCHITCT US EQTY 2 ETF AAEQ
$53.05
-0.1% 52w: $45.21 – $54.13
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data45.2149.6754.13
Dec 12, 2025 Jul 2, 2026
Institutional holders
41
+7 QoQ
13F value
$281.6M
-3.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns AAEQ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Cache Advisors, LLC | Other | 3.6M | $168.9M | 19.5% | Held |
| Everest Management Corp. | Wealth advisor | 380.5K | $17.7M | 9.0% | -0.4% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 359.8K | $16.7M | 0.1% | Held |
| Truepoint, Inc. | Wealth advisor | 233.3K | $10.9M | 0.2% | -5.0% |
| JPL Wealth Management, LLC | Quant stat arb | 229.4K | $10.7M | 2.5% | 0.0% |
| Flatrock Wealth Partners LLC | Wealth advisor | 101.7K | $4.7M | 2.1% | Held |
| Ethos Financial Group, LLC | Wealth advisor | 100.5K | $4.7M | 0.3% | Held |
| Seed Wealth Management, Inc. | Wealth advisor | 91.5K | $4.3M | 2.9% | -0.2% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 83.3K | $3.9M | 0.0% | Held |
| Soundwatch Capital LLC | Wealth advisor | 83.3K | $3.9M | 0.5% | +125.2% |
| Meredith Wealth Planning | Wealth advisor | 81.3K | $3.8M | 1.0% | Held |
| Ledyard National Bank | Other | 66.5K | $3.1M | 0.3% | -3.1% |
| One Degree Advisors Inc | Wealth advisor | 50.9K | $2.4M | 0.6% | New |
| TWIN PEAKS WEALTH ADVISORS, LLC | Wealth advisor | 49.1K | $2.3M | 0.6% | Held |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | Other | 43.1K | $2.1M | 0.0% | Held |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | Wealth advisor | 39.4K | $1.8M | 0.4% | Held |
| Revolve Wealth Partners, LLC | Wealth advisor | 37.7K | $1.8M | 0.2% | -28.9% |
| FIDELITY D & D BANCORP INC | Wealth advisor | 32.8K | $1.5M | 0.6% | Held |
| Magnolia Private Wealth, LLC | Wealth advisor | 32.8K | $1.5M | 1.0% | Held |
| M Holdings Securities, Inc. | Wealth advisor | 30.5K | $1.4M | 0.1% | -28.5% |
| ROYAL BANK OF CANADA | Bank broker | 29.1K | $1.4M | 0.0% | +89.7% |
| REGIONS FINANCIAL CORP | Other | 27.6K | $1.3M | 0.0% | New |
| Quantinno Capital Management LP | Diversified mechanical | 24.8K | $1.2M | 0.0% | New |
| QUARRY HILL ADVISORS, LLC | Wealth advisor | 20.2K | $1.0M | 0.4% | Held |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 22.0K | $1.0M | 0.0% | New |
| Family CFO Inc | Wealth advisor | 19.9K | $923K | 0.4% | Held |
| Sherman Wealth Management LLC | Wealth advisor | 17.8K | $828K | 0.7% | Held |
| CONTINUUM WEALTH ADVISORS, LLC | Wealth advisor | 15.4K | $718K | 0.3% | Held |
| Prairiewood Capital, LLC | Wealth advisor | 15.4K | $716K | 0.2% | -1.0% |
| Creative Planning | Wealth advisor | 14.3K | $663K | 0.0% | Held |
| MilWealth Group LLC | Wealth advisor | 13.8K | $644K | 0.2% | -1.4% |
| Savvy Advisors, Inc. | Wealth advisor | 13.3K | $618K | 0.0% | New |
| Schiavi & Co LLC | Wealth advisor | 9.8K | $457K | 0.1% | Held |
| Cerity Partners LLC | Diversified mechanical | 9.4K | $436K | 0.0% | Held |
| XY Planning Network, Inc. | Wealth advisor | 8.5K | $398K | 0.1% | Held |
| Empowered Funds, LLC | Diversified mechanical | 6.6K | $309K | 0.0% | New |
| Midwest Capital Advisors, LLC | Wealth advisor | 6.6K | $307K | 0.1% | Held |
| L2 Asset Management, LLC | Other | 6.5K | $303K | 0.0% | New |
| ZWJ INVESTMENT COUNSEL INC | Other | 5.1K | $237K | 0.0% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 3.4K | $161K | 0.0% | Held |
| UBS Group AG | Bank broker | 1.4K | $65K | 0.0% | New |
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