Who Owns ALPHA ARCHITECT (AAEQ)? -- Institutional Holders (2026-06-30)

Name: ALPHA ARCHITECT (AAEQ) Institutional Holders (2026-06-30)
Creator: ko.io

45 institutions reported holding $333.1M of ALPHA ARCHITECT (AAEQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cache Advisors, LLC ($193.1M), Everest Management Corp. ($20.0M), Beacon Pointe Advisors, LLC ($19.1M), Vise Technologies, Inc. ($12.4M), Truepoint, Inc. ($12.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Cache Advisors, LLC	$193.1M	3.6M	Hold
2	Everest Management Corp.	$20.0M	375,942	Trimmed
3	Beacon Pointe Advisors, LLC	$19.1M	359,759	Hold
4	Vise Technologies, Inc.	$12.4M	233,703	New
5	Truepoint, Inc.	$12.4M	232,542	Trimmed
6	JPL Wealth Management, LLC	$12.2M	229,355	Hold
7	Flatrock Wealth Partners LLC	$5.4M	101,682	Hold
8	Seed Wealth Management, Inc.	$4.8M	91,183	Trimmed
9	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$4.4M	83,311	Hold
10	Soundwatch Capital LLC	$4.4M	83,311	Hold
11	Meredith Wealth Planning	$4.3M	80,965	Trimmed
12	Ethos Financial Group, LLC	$4.2M	80,056	Trimmed
13	Ledyard National Bank	$3.5M	65,131	Trimmed
14	Quantinno Capital Management LP	$2.8M	53,441	Added
15	One Degree Advisors Inc	$2.7M	50,944	Hold
16	TWIN PEAKS WEALTH ADVISORS, LLC	$2.6M	49,139	Hold
17	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	$2.3M	43,122	Hold
18	SUMMIT WEALTH & RETIREMENT PLANNING, INC.	$2.1M	39,418	Hold
19	Revolve Wealth Partners, LLC	$2.0M	37,219	Trimmed
20	FIDELITY D & D BANCORP INC	$1.7M	32,817	Hold
21	Magnolia Private Wealth, LLC	$1.7M	31,966	Trimmed
22	Royal Bank of Canada	$1.6M	29,555	Added
23	REGIONS FINANCIAL CORP	$1.5M	27,580	Hold
24	AQR CAPITAL MANAGEMENT LLC	$1.1M	20,340	Trimmed
25	Family CFO Inc	$1.1M	19,852	Hold

Source: SEC Form 13F filings · as of 2026-06-30