IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Alpha Architct US Eqty 4 ETF (AAUB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cache Advisors, LLC
NEW
Shares5,211,022
Change+5,211,022
Value$267.2M
Filed 2026-10-16
Inscription Capital, LLC
NEW
Shares1,424,257
Change+1,424,257
Value$73.0M
Filed 2026-11-02
BLB&B Advisors, LLC
NEW
Shares303,051
Change+303,051
Value$15.5M
Filed 2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares294,745
Change+294,745
Value$15.1M
Filed 2026-10-27
Creative Planning
NEW
Shares263,311
Change+263,311
Value$13.5M
Filed 2026-11-02
Relyea Zuckerberg Hanson LLC
NEW
Shares244,544
Change+244,544
Value$12.5M
Filed 2026-10-20
Balance Wealth Partners LLC
NEW
Shares240,095
Change+240,095
Value$12.3M
Filed 2026-10-27
One Degree Advisors Inc
NEW
Shares169,953
Change+169,953
Value$8.9M
Filed 2026-11-06
Family CFO Inc
NEW
Shares129,397
Change+129,397
Value$6.6M
Filed 2026-10-30
Ledyard National Bank
NEW
Shares121,652
Change+121,652
Value$6.2M
Filed 2026-10-21
Soundwatch Capital LLC
NEW
Shares115,934
Change+115,934
Value$6.0M
Filed 2026-11-04
Morling Financial Advisors, LLC
NEW
Shares86,922
Change+86,922
Value$4.5M
Filed 2026-10-28
Almanack Investment Partners, Llc.
NEW
Shares52,464
Change+52,464
Value$2.7M
Filed 2026-11-03
Trellis Wealth Advisors LLC
NEW
Shares51,792
Change+51,792
Value$2.7M
Filed 2026-10-19
Meridian Wealth Management, LLC
NEW
Shares50,430
Change+50,430
Value$2.6M
Filed 2026-11-05
CFS Investment Advisory Services, LLC
NEW
Shares33,731
Change+33,731
Value$1.8M
Filed 2026-10-19
Flower City Capital
NEW
Shares29,229
Change+29,229
Value$1.5M
Filed 2026-10-15
Continuum Wealth Advisors, LLC
NEW
Shares19,626
Change+19,626
Value$1.0M
Filed 2026-10-20
First Pacific Financial
NEW
Shares15,521
Change+15,521
Value$795.8K
Filed 2026-10-14
Vise Technologies, Inc.
NEW
Shares11,468
Change+11,468
Value$588.0K
Filed 2026-10-29
Meredith Wealth Planning
NEW
Shares10,445
Change+10,445
Value$535.5K
Filed 2026-10-14
Daviman Financial, LLC
NEW
Shares10,352
Change+10,352
Value$530.7K
Filed 2026-11-06
KFG LLC
NEW
Shares6,925
Change+6,925
Value$355.1K
Filed 2026-11-02
Rockwood Wealth Management, LLC
NEW
Shares4,535
Change+4,535
Value$232.5K
Filed 2026-10-27
Ethos Financial Group, LLC
N/A
Shares— from 51,719
Change-51,719 (-100%)
Value—
Status
Cache Advisors, LLC
NEW5,211,022—+5,211,022——$267.2M—2026-10-16
Inscription Capital, LLC
NEW1,424,257—+1,424,257——$73.0M—2026-11-02
BLB&B Advisors, LLC
NEW303,051—+303,051——$15.5M—2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW294,745—+294,745——$15.1M—2026-10-27
Creative Planning
NEW263,311—+263,311——$13.5M—2026-11-02
Relyea Zuckerberg Hanson LLC
NEW244,544—+244,544——$12.5M—2026-10-20
Balance Wealth Partners LLC
NEW240,095—+240,095——$12.3M—2026-10-27
One Degree Advisors Inc
NEW169,953—+169,953——$8.9M—2026-11-06
Family CFO Inc
NEW129,397—+129,397——$6.6M—2026-10-30
Ledyard National Bank
NEW121,652—+121,652——$6.2M—2026-10-21
Soundwatch Capital LLC
NEW115,934—+115,934——$6.0M—2026-11-04
Morling Financial Advisors, LLC
NEW86,922—+86,922——$4.5M—2026-10-28
Almanack Investment Partners, Llc.
NEW52,464—+52,464——$2.7M—2026-11-03
Trellis Wealth Advisors LLC
NEW51,792—+51,792——$2.7M—2026-10-19
Meridian Wealth Management, LLC
NEW50,430—+50,430——$2.6M—2026-11-05
CFS Investment Advisory Services, LLC
NEW33,731—+33,731——$1.8M—2026-10-19
Flower City Capital
NEW29,229—+29,229——$1.5M—2026-10-15
Continuum Wealth Advisors, LLC
NEW19,626—+19,626——$1.0M—2026-10-20
First Pacific Financial
NEW15,521—+15,521——$795.8K—2026-10-14
Vise Technologies, Inc.
NEW11,468—+11,468——$588.0K—2026-10-29
Meredith Wealth Planning
NEW10,445—+10,445——$535.5K—2026-10-14
Daviman Financial, LLC
NEW10,352—+10,352——$530.7K—2026-11-06
KFG LLC
NEW6,925—+6,925——$355.1K—2026-11-02
Rockwood Wealth Management, LLC
NEW4,535—+4,535——$232.5K—2026-10-27
Ethos Financial Group, LLC
N/A—51,719-51,719-100%$2.5M———
Showing 25 of 25 institutions