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Alpha Archi Intl QT VLU ETF (IVAL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Revolve Wealth Partners, LLC
INCREASED
Shares1,317,677 from 1,268,919
Change+48,758 (+4%)
Value$47.5M (+$4.3M)
Filed 2026-10-23
One Plus One Wealth Management, LLC
INCREASED
Shares156,291 from 152,449
Change+3,842 (+3%)
Value$5.6M (+$441.9K)
Filed 2026-10-16
Kathmere Capital Management, LLC
INCREASED
Shares149,734 from 143,563
Change+6,171 (+4%)
Value$5.4M (+$508.2K)
Filed 2026-10-20
Royal Harbor Partners, LLC
INCREASED
Shares112,359 from 110,812
Change+1,547 (+1%)
Value$4.1M (+$276.3K)
Filed 2026-10-29
Vestment Financial LLC
DECREASED
Shares83,816 from 84,126
Change-310 (0%)
Value$3.0M (+$87.8K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares64,277 from 40,838
Change+23,439 (+57%)
Value$2.3M (+$926.5K)
Filed 2026-10-29
Warren Street Wealth Advisors, LLC
INCREASED
Shares48,541 from 47,237
Change+1,304 (+3%)
Value$1.8M (+$141.1K)
Filed 2026-11-04
L.K. Benson & Company, P.C.
INCREASED
Shares32,864 from 28,262
Change+4,602 (+16%)
Value$1.2M (+$222.2K)
Filed 2026-10-23
Innova Wealth Partners
INCREASED
Shares30,715 from 26,139
Change+4,576 (+18%)
Value$1.1M (+$217.0K)
Filed 2026-10-21
Well Done, LLC
INCREASED
Shares30,500 from 22,492
Change+8,008 (+36%)
Value$1.1M (+$333.5K)
Filed 2026-10-20
Baker Boyer National Bank
INCREASED
Shares29,848 from 29,296
Change+552 (+2%)
Value$1.1M (+$78.2K)
Filed 2026-11-05
XY Planning Network, Inc.
DECREASED
Shares15,732 from 16,060
Change-328 (-2%)
Value$567.3K (+$20.2K)
Filed 2026-10-14
Quarry Hill Advisors, LLC
UNCHANGED
Shares10,826 from 10,826
Change0 (0%)
Value$390.4K (+$21.5K)
Filed 2026-11-04
United Financial Planning Group LLC
NEW
Shares658
Change+658
Value$23.7K
Filed 2026-11-04
Birch Financial Group, LLC
NEW
Shares600
Change+600
Value$21.7K
Filed 2026-10-27
HighTower Advisors, LLC
N/A
Shares— from 316,419
Change-316,419 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 218,580
Change-218,580 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 172,106
Change-172,106 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 131,099
Change-131,099 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 123,872
Change-123,872 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 106,179
Change-106,179 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 50,762
Change-50,762 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 44,536
Change-44,536 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 42,101
Change-42,101 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 32,750
Change-32,750 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 23,584
Change-23,584 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 9,707
Change-9,707 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 9,028
Change-9,028 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 8,732
Change-8,732 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,671
Change-1,671 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 410
Change-410 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 12
Change-12 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Revolve Wealth Partners, LLC
INCREASED1,317,6771,268,919+48,758+4%$43.2M$47.5M+$4.3M2026-10-23
One Plus One Wealth Management, LLC
INCREASED156,291152,449+3,842+3%$5.2M$5.6M+$441.9K2026-10-16
Kathmere Capital Management, LLC
INCREASED149,734143,563+6,171+4%$4.9M$5.4M+$508.2K2026-10-20
Royal Harbor Partners, LLC
INCREASED112,359110,812+1,547+1%$3.8M$4.1M+$276.3K2026-10-29
Vestment Financial LLC
DECREASED83,81684,126-3100%$2.9M$3.0M+$87.8K2026-10-13
Vise Technologies, Inc.
INCREASED64,27740,838+23,439+57%$1.4M$2.3M+$926.5K2026-10-29
Warren Street Wealth Advisors, LLC
INCREASED48,54147,237+1,304+3%$1.6M$1.8M+$141.1K2026-11-04
L.K. Benson & Company, P.C.
INCREASED32,86428,262+4,602+16%$962.8K$1.2M+$222.2K2026-10-23
Innova Wealth Partners
INCREASED30,71526,139+4,576+18%$890.6K$1.1M+$217.0K2026-10-21
Well Done, LLC
INCREASED30,50022,492+8,008+36%$766.3K$1.1M+$333.5K2026-10-20
Baker Boyer National Bank
INCREASED29,84829,296+552+2%$998.1K$1.1M+$78.2K2026-11-05
XY Planning Network, Inc.
DECREASED15,73216,060-328-2%$547.2K$567.3K+$20.2K2026-10-14
Quarry Hill Advisors, LLC
UNCHANGED10,82610,82600%$368.8K$390.4K+$21.5K2026-11-04
United Financial Planning Group LLC
NEW658—+658——$23.7K—2026-11-04
Birch Financial Group, LLC
NEW600—+600——$21.7K—2026-10-27
HighTower Advisors, LLC
N/A—316,419-316,419-100%$10.8M———
Empowered Funds, LLC
N/A—218,580-218,580-100%$7.4M———
Empirical Finance, LLC
N/A—172,106-172,106-100%$5.9M———
Savvy Advisors, Inc.
N/A—131,099-131,099-100%$4.5M———
One Degree Advisors Inc
N/A—123,872-123,872-100%$4.2M———
Stratos Wealth Advisors, LLC
N/A—106,179-106,179-100%$3.6M———
Stokes Family Office, LLC
N/A—50,762-50,762-100%$1.7M———
Valley Financial Group, Inc.
N/A—44,536-44,536-100%$1.5M———
Jane Street Group, LLC
N/A—42,101-42,101-100%$1.4M———
AQR Capital Management LLC
N/A—32,750-32,750-100%$1.1M———
Sankala Group LLC
N/A—23,584-23,584-100%$861.5K———
LPL Financial LLC
N/A—9,707-9,707-100%$330.7K———
Raymond James Financial Inc
N/A—9,028-9,028-100%$307.6K———
Old Mission Capital LLC
N/A—8,732-8,732-100%$297.5K———
Royal Bank of Canada
N/A—2,743-2,743-100%$93.0K———
Federation des caisses Desjardins du Quebec
N/A—1,671-1,671-100%$56.8K———
O'shaughnessy Asset Management, LLC
N/A—1,255-1,255-100%$42.8K———
Osaic Holdings, Inc.
N/A—410-410-100%$14.0K———
Vanguard Advisers Inc
N/A—12-12-100%$412———
Aptus Capital Advisors, LLC
N/A—8-8-100%$273———
Kilter Group LLC
N/A—2-2-100%$65———
Wells Fargo & Company
N/A—1-1-100%$22———
Manning & Napier Advisors LLC
N/A—1-1-100%$20———
Showing 38 of 38 institutions