AAEQ Alpha Architect US Equity 2 ETF
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Institutional owners (13F) 42 filers · $330.4M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 4 (-4 vs prior Q) | 3 (+2 vs prior Q) | 2 (0 vs prior Q) | 14 (+5 vs prior Q) | +215K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Cache Advisors, LLC | $193,125,197 | 3,631,067 | 58.46% | Shares |
| Everest Private Wealth | $19,995,183 | 375,942 | 6.05% | Shares |
| Beacon Pointe Advisors, LLC | $19,134,493 | 359,759 | 5.79% | Shares |
| Vise Technologies, Inc. | $12,429,919 | 233,703 | 3.76% | Shares |
| Truepoint, Inc. | $12,368,198 | 232,542 | 3.74% | Shares |
| JPL Wealth Management, LLC | $12,198,698 | 229,355 | 3.69% | Shares |
| Flatrock Wealth Partners LLC | $5,408,149 | 101,682 | 1.64% | Shares |
| Seed Wealth Management, Inc. | $4,849,724 | 91,183 | 1.47% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4,432,018 | 83,311 | 1.34% | Shares |
| Soundwatch Capital LLC | $4,431,060 | 83,311 | 1.34% | Shares |
| Meredith Wealth Planning | $4,306,284 | 80,965 | 1.30% | Shares |
| Ethos Financial Group, LLC | $4,163,111 | 80,056 | 1.26% | Shares |
| Ledyard National Bank | $3,464,116 | 65,131 | 1.05% | Shares |
| Quantinno Capital Management LP | $2,842,366 | 53,441 | 0.86% | Shares |
| TWIN PEAKS WEALTH ADVISORS, LLC | $2,613,551 | 49,139 | 0.79% | Shares |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $2,293,525 | 43,122 | 0.69% | Shares |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $2,096,516 | 39,418 | 0.63% | Shares |
| Revolve Wealth Partners, LLC | $1,979,544 | 37,219 | 0.60% | Shares |
| FIDELITY D & D BANCORP INC | $1,745,435 | 32,817 | 0.53% | Shares |
| Magnolia Private Wealth, LLC | $1,700,150 | 31,966 | 0.51% | Shares |
| ROYAL BANK OF CANADA | $1,572,000 | 29,555 | 0.48% | Shares |
| REGIONS FINANCIAL CORP | $1,466,895 | 27,580 | 0.44% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $1,081,822 | 20,340 | 0.33% | Shares |
| Family CFO Inc | $1,055,844 | 19,852 | 0.32% | Shares |
| Sherman Wealth Management LLC | $946,699 | 17,799 | 0.29% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $936,462 | 17,607 | 0.28% | Shares |
| CONTINUUM WEALTH ADVISORS, LLC | $821,071 | 15,437 | 0.25% | Shares |
| Prairiewood Capital, LLC | $818,440 | 15,388 | 0.25% | Shares |
| BLAIR WILLIAM & CO/IL | $808,175 | 15,195 | 0.24% | Shares |
| Creative Planning | $758,388 | 14,259 | 0.23% | Shares |
| QUARRY HILL ADVISORS, LLC | $757,096 | 14,235 | 0.23% | Shares |
| MilWealth Group LLC | $680,207 | 12,789 | 0.21% | Shares |
| Savvy Advisors, Inc. | $646,445 | 12,154 | 0.20% | Shares |
| Schiavi & Co LLC | $522,154 | 9,817 | 0.16% | Shares |
| Cerity Partners LLC | $498,779 | 9,378 | 0.15% | Shares |
| Midwest Capital Advisors, LLC | $351,322 | 6,605 | 0.11% | Shares |
| XY Planning Network, Inc. | $351,289 | 6,605 | 0.11% | Shares |
| ZWJ INVESTMENT COUNSEL INC | $271,475 | 5,104 | 0.08% | Shares |
| CITADEL ADVISORS LLC | $233,225 | 4,385 | 0.07% | Shares |
| Farther Finance Advisors, LLC | $182,411 | 3,430 | 0.06% | Shares |
| UBS Group AG | $23,881 | 449 | 0.01% | Shares |
| One Degree Advisors Inc | $2,704 | 50,944 | 0.00% | Shares |