Alpha Architct US Eqty 2 ETF (AAEQ)

CUSIP: 02072Q358 | NYSE | 47 institutional holders

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

Institutional Holders — Q3 2026

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Cache Advisors, LLC3,631,067

12.2% of portfolio$199.2M

Vise Technologies, Inc.233,703

0.1% of portfolio$12.8M

Seed Wealth Management, Inc.89,389

3.1% of portfolio$4.9M

Soundwatch Capital LLC83,311

0.5% of portfolio$4.6M

Ledyard National Bank65,131

0.3% of portfolio$3.6M

Meredith Wealth Planning44,468

0.6% of portfolio$2.4M

Loring Wolcott & Coolidge Fiduciary Advisors LLP43,122

0.0% of portfolio$2.4M

Revolve Wealth Partners, LLC35,456

0.2% of portfolio$1.9M

Fidelity D & D Bancorp Inc32,817

0.6% of portfolio$1.8M

Regions Financial Corp27,580

0.0% of portfolio$1.5M

Family CFO Inc19,852

0.4% of portfolio$1.1M

Sherman Wealth Management LLC17,799

0.7% of portfolio$976.6K

Continuum Wealth Advisors, LLC15,437

0.3% of portfolio$847.0K

Prairiewood Capital, LLC15,388

0.2% of portfolio$844.3K

Creative Planning14,259

0.0% of portfolio$782.4K

Quarry Hill Advisors, LLC14,235

0.3% of portfolio$781.0K

MilWealth Group LLC11,750

0.1% of portfolio$644.7K

XY Planning Network, Inc.6,605

0.0% of portfolio$362.4K

Midwest Capital Advisors, LLC6,605

0.1% of portfolio$362.4K

ZWJ Investment Counsel Inc5,104

0.0% of portfolio$280.1K

Almanack Investment Partners, Llc.3,911

0.0% of portfolio$214.6K

Farther Finance Advisors, LLC3,430

0.0% of portfolio$188.2K

				Style	Turnover	Location	Filed
Cache Advisors, LLC	3,631,067	$199.2M	12.2%	Agg Growth	Low	San Francisco, CA	2026-10-16
Vise Technologies, Inc.	233,703	$12.8M	0.1%	Index	Low	New York, NY	2026-10-29
Seed Wealth Management, Inc.	89,389	$4.9M	3.1%	ETF	Medium	Evanston, IL	2026-10-20
Soundwatch Capital LLC	83,311	$4.6M	0.5%	ETF	Very Low	Dallas, TX	2026-11-04
Ledyard National Bank	65,131	$3.6M	0.3%	Core	Low	Hanover, NH	2026-10-21
Meredith Wealth Planning	44,468	$2.4M	0.6%	ETF	Low	Maryville, IL	2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP	43,122	$2.4M	0.0%	Growth	Very Low	Boston, MA	2026-10-23
Revolve Wealth Partners, LLC	35,456	$1.9M	0.2%	ETF	Very Low	Hackensack, NJ	2026-10-23
Fidelity D & D Bancorp Inc	32,817	$1.8M	0.6%	ETF	Very Low	Scranton, PA	2026-11-05
Regions Financial Corp	27,580	$1.5M	0.0%	Core	Low	Birmingham, AL	2026-11-05
Family CFO Inc	19,852	$1.1M	0.4%	ETF	Low	Los Altos, CA	2026-10-30
Sherman Wealth Management LLC	17,799	$976.6K	0.7%	ETF	Low	Gaithersburg, MD	2026-10-16
Continuum Wealth Advisors, LLC	15,437	$847.0K	0.3%	ETF	Medium	Saratoga Springs, NY	2026-10-20
Prairiewood Capital, LLC	15,388	$844.3K	0.2%	ETF	Very Low	Fargo, ND	2026-10-16
Creative Planning	14,259	$782.4K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Quarry Hill Advisors, LLC	14,235	$781.0K	0.3%	ETF	Very Low	St Paul, MN	2026-11-04
MilWealth Group LLC	11,750	$644.7K	0.1%	ETF	Very Low	Milwaukee, WI	2026-11-02
XY Planning Network, Inc.	6,605	$362.4K	0.0%	ETF	Low	Bozeman, MT	2026-10-14
Midwest Capital Advisors, LLC	6,605	$362.4K	0.1%	ETF	High	Grand Rapids, MI	2026-11-04
ZWJ Investment Counsel Inc	5,104	$280.1K	0.0%	Core	Low	Atlanta, GA	2026-10-15
Almanack Investment Partners, Llc.	3,911	$214.6K	0.0%	ETF	Medium	Newtown Square, PA	2026-11-03
Farther Finance Advisors, LLC	3,430	$188.2K	0.0%	Index	Low	San Francisco, CA	2026-10-08