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Alpha Architect US EQU 3 ETF (AAUA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Cache Advisors, LLC
UNCHANGED
Shares1,872,926 from 1,872,926
Change0 (0%)
Value$110.1M (+$3.5M)
Filed 2026-10-16
BLB&B Advisors, LLC
DECREASED
Shares847,442 from 857,606
Change-10,164 (-1%)
Value$49.8M (+$988.9K)
Filed 2026-10-27
Relyea Zuckerberg Hanson LLC
DECREASED
Shares338,303 from 339,700
Change-1,397 (0%)
Value$19.9M (+$546.2K)
Filed 2026-10-20
Kathmere Capital Management, LLC
UNCHANGED
Shares221,231 from 221,231
Change0 (0%)
Value$13.0M (+$409.2K)
Filed 2026-10-20
Ledyard National Bank
UNCHANGED
Shares91,951 from 91,951
Change0 (0%)
Value$5.4M (+$170.1K)
Filed 2026-10-21
HighTower Advisors, LLC
UNCHANGED
Shares83,800 from 83,800
Change0 (0%)
Value$4.9M (+$155.0K)
Filed 2026-11-10
Family CFO Inc
UNCHANGED
Shares63,129 from 63,129
Change0 (0%)
Value$3.7M (+$116.8K)
Filed 2026-10-30
Revolve Wealth Partners, LLC
DECREASED
Shares43,063 from 44,451
Change-1,388 (-3%)
Value$2.5M (+$640)
Filed 2026-10-23
Perigon Wealth Management, LLC
INCREASED
Shares41,753 from 14,316
Change+27,437 (+192%)
Value$2.5M (+$1.6M)
Filed 2026-10-22
Voisard Asset Management Group, Inc.
UNCHANGED
Shares38,601 from 38,601
Change0 (0%)
Value$2.3M (+$71.4K)
Filed 2026-10-13
Creative Planning
UNCHANGED
Shares35,500 from 35,500
Change0 (0%)
Value$2.1M (+$65.7K)
Filed 2026-11-02
Downshift Financial, LLC
UNCHANGED
Shares35,307 from 35,307
Change0 (0%)
Value$2.1M (+$65.3K)
Filed 2026-10-13
Meridian Wealth Management, LLC
UNCHANGED
Shares34,568 from 34,568
Change0 (0%)
Value$2.0M (+$63.9K)
Filed 2026-11-05
Foundry Financial LLC
UNCHANGED
Shares29,860 from 29,860
Change0 (0%)
Value$1.8M (+$55.2K)
Filed 2026-10-16
One Degree Advisors Inc
UNCHANGED
Shares29,094 from 29,094
Change0 (0%)
Value$1.7M (+$88.6K)
Filed 2026-11-06
Farther Finance Advisors, LLC
UNCHANGED
Shares28,150 from 28,150
Change0 (0%)
Value$1.7M (+$52.1K)
Filed 2026-10-08
Meredith Wealth Planning
UNCHANGED
Shares19,556 from 19,556
Change0 (0%)
Value$1.1M (+$36.2K)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
DECREASED
Shares10,613 from 10,633
Change-20 (0%)
Value$623.7K (+$18.5K)
Filed 2026-10-23
Prairiewood Capital, LLC
UNCHANGED
Shares9,376 from 9,376
Change0 (0%)
Value$551.0K (+$17.3K)
Filed 2026-10-16
Rockwood Wealth Management, LLC
UNCHANGED
Shares6,351 from 6,351
Change0 (0%)
Value$373.3K (+$11.7K)
Filed 2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares5,550 from 5,550
Change0 (0%)
Value$326.2K (+$10.3K)
Filed 2026-10-27
Quarry Hill Advisors, LLC
UNCHANGED
Shares4,497 from 4,497
Change0 (0%)
Value$264.3K (+$8.3K)
Filed 2026-11-04
MilWealth Group LLC
UNCHANGED
Shares2,995 from 2,995
Change0 (0%)
Value$176.0K (+$5.5K)
Filed 2026-11-02
SouthState Bank Corp
UNCHANGED
Shares621 from 621
Change0 (0%)
Value$36.5K (+$1.1K)
Filed 2026-11-09
Almanack Investment Partners, Llc.
CLOSED
Shares0 from 25,485
Change-25,485 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-03
Quantinno Capital Management LP
N/A
Shares— from 173,666
Change-173,666 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 111,578
Change-111,578 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 60,080
Change-60,080 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 40,458
Change-40,458 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 36,070
Change-36,070 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 28,201
Change-28,201 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 25,840
Change-25,840 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 23,467
Change-23,467 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 19,462
Change-19,462 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 17,822
Change-17,822 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 9,672
Change-9,672 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,654
Change-8,654 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,776
Change-6,776 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 4,641
Change-4,641 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 4,641
Change-4,641 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 3,641
Change-3,641 (-100%)
Value—
Status
Cache Advisors, LLC
UNCHANGED1,872,9261,872,92600%$106.6M$110.1M+$3.5M2026-10-16
BLB&B Advisors, LLC
DECREASED847,442857,606-10,164-1%$48.8M$49.8M+$988.9K2026-10-27
Relyea Zuckerberg Hanson LLC
DECREASED338,303339,700-1,3970%$19.3M$19.9M+$546.2K2026-10-20
Kathmere Capital Management, LLC
UNCHANGED221,231221,23100%$12.6M$13.0M+$409.2K2026-10-20
Ledyard National Bank
UNCHANGED91,95191,95100%$5.2M$5.4M+$170.1K2026-10-21
HighTower Advisors, LLC
UNCHANGED83,80083,80000%$4.8M$4.9M+$155.0K2026-11-10
Family CFO Inc
UNCHANGED63,12963,12900%$3.6M$3.7M+$116.8K2026-10-30
Revolve Wealth Partners, LLC
DECREASED43,06344,451-1,388-3%$2.5M$2.5M+$6402026-10-23
Perigon Wealth Management, LLC
INCREASED41,75314,316+27,437+192%$814.9K$2.5M+$1.6M2026-10-22
Voisard Asset Management Group, Inc.
UNCHANGED38,60138,60100%$2.2M$2.3M+$71.4K2026-10-13
Creative Planning
UNCHANGED35,50035,50000%$2.0M$2.1M+$65.7K2026-11-02
Downshift Financial, LLC
UNCHANGED35,30735,30700%$2.0M$2.1M+$65.3K2026-10-13
Meridian Wealth Management, LLC
UNCHANGED34,56834,56800%$2.0M$2.0M+$63.9K2026-11-05
Foundry Financial LLC
UNCHANGED29,86029,86000%$1.7M$1.8M+$55.2K2026-10-16
One Degree Advisors Inc
UNCHANGED29,09429,09400%$1.7M$1.7M+$88.6K2026-11-06
Farther Finance Advisors, LLC
UNCHANGED28,15028,15000%$1.6M$1.7M+$52.1K2026-10-08
Meredith Wealth Planning
UNCHANGED19,55619,55600%$1.1M$1.1M+$36.2K2026-10-14
Dhjj Financial Advisors, Ltd.
DECREASED10,61310,633-200%$605.2K$623.7K+$18.5K2026-10-23
Prairiewood Capital, LLC
UNCHANGED9,3769,37600%$533.7K$551.0K+$17.3K2026-10-16
Rockwood Wealth Management, LLC
UNCHANGED6,3516,35100%$361.5K$373.3K+$11.7K2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED5,5505,55000%$315.9K$326.2K+$10.3K2026-10-27
Quarry Hill Advisors, LLC
UNCHANGED4,4974,49700%$256.0K$264.3K+$8.3K2026-11-04
MilWealth Group LLC
UNCHANGED2,9952,99500%$170.5K$176.0K+$5.5K2026-11-02
SouthState Bank Corp
UNCHANGED62162100%$35.4K$36.5K+$1.1K2026-11-09
Almanack Investment Partners, Llc.
CLOSED025,485-25,485-100%$1.5M$0-$1.5M2026-11-03
Quantinno Capital Management LP
N/A—173,666-173,666-100%$9.9M———
Everest Private Wealth
N/A—111,578-111,578-100%$6.4M———
Lansing Street Advisors
N/A—60,080-60,080-100%$3.4M———
Summit Wealth & Retirement Planning, Inc.
N/A—40,458-40,458-100%$2.3M———
JPL Wealth Management, LLC
N/A—36,070-36,070-100%$2.1M———
Royal Bank of Canada
N/A—28,201-28,201-100%$1.6M———
Beacon Pointe Advisors, LLC
N/A—25,840-25,840-100%$1.5M———
NewEdge Advisors, LLC
N/A—23,467-23,467-100%$1.3M———
Mercer Global Advisors Inc
N/A—19,462-19,462-100%$1.1M———
Bouchey Financial Group, Ltd.
N/A—17,822-17,822-100%$1.0M———
Cerity Partners LLC
N/A—9,672-9,672-100%$550.6K———
Citadel Advisors LLC
N/A—8,654-8,654-100%$492.6K———
Snowden Capital Advisors LLC
N/A—6,776-6,776-100%$385.7K———
Cambria Investment Management, L.P.
N/A—4,641-4,641-100%$264.2K———
Empowered Funds, LLC
N/A—4,641-4,641-100%$264.2K———
Causey Wealth LLC
N/A—3,641-3,641-100%$207.3K———
Showing 41 of 41 institutions