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Alpha Architect Global Facto (AAVM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
AlphaCore Capital LLC
NEW
Shares1,241
Change+1,241
Value$41.5K
Filed 2026-11-04
Birch Financial Group, LLC
NEW
Shares429
Change+429
Value$14.3K
Filed 2026-10-27
Empirical Finance, LLC
N/A
Shares— from 178,907
Change-178,907 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 13,475
Change-13,475 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 10,497
Change-10,497 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 9,542
Change-9,542 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 8,420
Change-8,420 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,242
Change-2,242 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
AlphaCore Capital LLC
NEW1,241—+1,241——$41.5K—2026-11-04
Birch Financial Group, LLC
NEW429—+429——$14.3K—2026-10-27
Empirical Finance, LLC
N/A—178,907-178,907-100%$6.0M———
Valley Financial Group, Inc.
N/A—13,475-13,475-100%$454.2K———
Range Advisory, LLC
N/A—10,497-10,497-100%$353.9K———
Lifeworks Advisors, LLC
N/A—9,542-9,542-100%$321.7K———
GWN Securities Inc.
N/A—8,420-8,420-100%$283.9K———
Royal Bank of Canada
N/A—2,242-2,242-100%$76.0K———
Morgan Stanley
N/A—1-1-100%$45———
Showing 9 of 9 institutions