Alpha Architct US Eqty 4 ETF (AAUB)

CUSIP: 02072Q242 | NYSE | 23 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Cache Advisors, LLC5,211,022

16.4% of portfolio$267.2M

Inscription Capital, LLC1,424,257

8.1% of portfolio$73.0M

BLB&B Advisors, LLC303,051

0.6% of portfolio$15.5M

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management294,745

0.2% of portfolio$15.1M

Creative Planning263,311

0.0% of portfolio$13.5M

Relyea Zuckerberg Hanson LLC244,544

1.0% of portfolio$12.5M

Balance Wealth Partners LLC240,095

3.0% of portfolio$12.3M

Family CFO Inc129,397

2.6% of portfolio$6.6M

Ledyard National Bank121,652

0.5% of portfolio$6.2M

Soundwatch Capital LLC115,934

0.7% of portfolio$6.0M

Morling Financial Advisors, LLC86,922

1.2% of portfolio$4.5M

Almanack Investment Partners, Llc.52,464

0.3% of portfolio$2.7M

Trellis Wealth Advisors LLC51,792

0.9% of portfolio$2.7M

Meridian Wealth Management, LLC50,430

0.1% of portfolio$2.6M

CFS Investment Advisory Services, LLC33,731

0.1% of portfolio$1.8M

Flower City Capital29,229

0.6% of portfolio$1.5M

Continuum Wealth Advisors, LLC19,626

0.3% of portfolio$1.0M

First Pacific Financial15,521

0.1% of portfolio$795.8K

Vise Technologies, Inc.11,468

0.0% of portfolio$588.0K

Meredith Wealth Planning10,445

0.1% of portfolio$535.5K

0.2% of portfolio$355.1K

Rockwood Wealth Management, LLC4,535

0.0% of portfolio$232.5K

				Style	Turnover	Location	Filed
Cache Advisors, LLC	5,211,022	$267.2M	16.4%	Agg Growth	Low	San Francisco, CA	2026-10-16
Inscription Capital, LLC	1,424,257	$73.0M	8.1%	GARP	Medium	Houston, TX	2026-11-02
BLB&B Advisors, LLC	303,051	$15.5M	0.6%	ETF	Low	Montgomeryville, PA	2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	294,745	$15.1M	0.2%	Growth	Very Low	Seattle, WA	2026-10-27
Creative Planning	263,311	$13.5M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Relyea Zuckerberg Hanson LLC	244,544	$12.5M	1.0%	ETF	Low	Stamford, CT	2026-10-20
Balance Wealth Partners LLC	240,095	$12.3M	3.0%	ETF	Medium	Worthington, OH	2026-10-27
Family CFO Inc	129,397	$6.6M	2.6%	ETF	Low	Los Altos, CA	2026-10-30
Ledyard National Bank	121,652	$6.2M	0.5%	Core	Low	Hanover, NH	2026-10-21
Soundwatch Capital LLC	115,934	$6.0M	0.7%	ETF	Very Low	Dallas, TX	2026-11-04
Morling Financial Advisors, LLC	86,922	$4.5M	1.2%	ETF	Low	Fremont, CA	2026-10-28
Almanack Investment Partners, Llc.	52,464	$2.7M	0.3%	ETF	Medium	Newtown Square, PA	2026-11-03
Trellis Wealth Advisors LLC	51,792	$2.7M	0.9%	ETF	Very Low	San Luis Obispo, CA	2026-10-19
Meridian Wealth Management, LLC	50,430	$2.6M	0.1%	Growth	Low	Lexington, KY	2026-11-05
CFS Investment Advisory Services, LLC	33,731	$1.8M	0.1%	ETF	Medium	Totowa, NJ	2026-10-19
Flower City Capital	29,229	$1.5M	0.6%	ETF	Very Low	Pittsford, NY	2026-10-15
Continuum Wealth Advisors, LLC	19,626	$1.0M	0.3%	ETF	Medium	Saratoga Springs, NY	2026-10-20
First Pacific Financial	15,521	$795.8K	0.1%	ETF	Low	Vancouver, WA	2026-10-14
Vise Technologies, Inc.	11,468	$588.0K	0.0%	Index	Low	New York, NY	2026-10-29
Meredith Wealth Planning	10,445	$535.5K	0.1%	ETF	Low	Maryville, IL	2026-10-14
KFG LLC	6,925	$355.1K	0.2%	ETF	N/A	Rapid City, SD	2026-11-02
Rockwood Wealth Management, LLC	4,535	$232.5K	0.0%	ETF	Very Low	New Hope, PA	2026-10-27