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Alpha Architct US Eqty 2 ETF (AAEQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cache Advisors, LLC
UNCHANGED
Shares3,631,067 from 3,631,067
Change0 (0%)
Value$199.2M (+$6.1M)
Filed 2026-10-16
Vise Technologies, Inc.
UNCHANGED
Shares233,703 from 233,703
Change0 (0%)
Value$12.8M (+$393.0K)
Filed 2026-10-29
Seed Wealth Management, Inc.
DECREASED
Shares89,389 from 91,183
Change-1,794 (-2%)
Value$4.9M (+$54.9K)
Filed 2026-10-20
Soundwatch Capital LLC
UNCHANGED
Shares83,311 from 83,311
Change0 (0%)
Value$4.6M (+$181.4K)
Filed 2026-11-04
Ledyard National Bank
UNCHANGED
Shares65,131 from 65,131
Change0 (0%)
Value$3.6M (+$109.5K)
Filed 2026-10-21
Meredith Wealth Planning
DECREASED
Shares44,468 from 80,965
Change-36,497 (-45%)
Value$2.4M (-$1.9M)
Filed 2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares43,122 from 43,122
Change0 (0%)
Value$2.4M (+$72.5K)
Filed 2026-10-23
Revolve Wealth Partners, LLC
DECREASED
Shares35,456 from 37,219
Change-1,763 (-5%)
Value$1.9M (-$34.1K)
Filed 2026-10-23
Fidelity D & D Bancorp Inc
UNCHANGED
Shares32,817 from 32,817
Change0 (0%)
Value$1.8M (+$55.2K)
Filed 2026-11-05
Regions Financial Corp
UNCHANGED
Shares27,580 from 27,580
Change0 (0%)
Value$1.5M (+$46.4K)
Filed 2026-11-05
Family CFO Inc
UNCHANGED
Shares19,852 from 19,852
Change0 (0%)
Value$1.1M (+$33.4K)
Filed 2026-10-30
Sherman Wealth Management LLC
UNCHANGED
Shares17,799 from 17,799
Change0 (0%)
Value$976.6K (+$29.9K)
Filed 2026-10-16
Continuum Wealth Advisors, LLC
UNCHANGED
Shares15,437 from 15,437
Change0 (0%)
Value$847.0K (+$26.0K)
Filed 2026-10-20
Prairiewood Capital, LLC
UNCHANGED
Shares15,388 from 15,388
Change0 (0%)
Value$844.3K (+$25.9K)
Filed 2026-10-16
Creative Planning
UNCHANGED
Shares14,259 from 14,259
Change0 (0%)
Value$782.4K (+$24.0K)
Filed 2026-11-02
Quarry Hill Advisors, LLC
UNCHANGED
Shares14,235 from 14,235
Change0 (0%)
Value$781.0K (+$23.9K)
Filed 2026-11-04
MilWealth Group LLC
DECREASED
Shares11,750 from 12,789
Change-1,039 (-8%)
Value$644.7K (-$35.5K)
Filed 2026-11-02
Midwest Capital Advisors, LLC
UNCHANGED
Shares6,605 from 6,605
Change0 (0%)
Value$362.4K (+$11.1K)
Filed 2026-11-04
XY Planning Network, Inc.
UNCHANGED
Shares6,605 from 6,605
Change0 (0%)
Value$362.4K (+$11.1K)
Filed 2026-10-14
ZWJ Investment Counsel Inc
UNCHANGED
Shares5,104 from 5,104
Change0 (0%)
Value$280.1K (+$8.6K)
Filed 2026-10-15
Almanack Investment Partners, Llc.
NEW
Shares3,911
Change+3,911
Value$214.6K
Filed 2026-11-03
Farther Finance Advisors, LLC
UNCHANGED
Shares3,430 from 3,430
Change0 (0%)
Value$188.2K (+$5.8K)
Filed 2026-10-08
Everest Private Wealth
N/A
Shares— from 375,942
Change-375,942 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 359,759
Change-359,759 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 232,542
Change-232,542 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 229,355
Change-229,355 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 101,682
Change-101,682 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 83,311
Change-83,311 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 80,056
Change-80,056 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 53,441
Change-53,441 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 50,944
Change-50,944 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 49,139
Change-49,139 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 39,418
Change-39,418 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 31,966
Change-31,966 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 29,555
Change-29,555 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 20,340
Change-20,340 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 17,607
Change-17,607 (-100%)
Value—
Blair William & Co
N/A
Shares— from 15,195
Change-15,195 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 12,154
Change-12,154 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 9,817
Change-9,817 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 9,378
Change-9,378 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,385
Change-4,385 (-100%)
Value—
UBS Group AG
N/A
Shares— from 449
Change-449 (-100%)
Value—
Status
Cache Advisors, LLC
UNCHANGED3,631,0673,631,06700%$193.1M$199.2M+$6.1M2026-10-16
Vise Technologies, Inc.
UNCHANGED233,703233,70300%$12.4M$12.8M+$393.0K2026-10-29
Seed Wealth Management, Inc.
DECREASED89,38991,183-1,794-2%$4.8M$4.9M+$54.9K2026-10-20
Soundwatch Capital LLC
UNCHANGED83,31183,31100%$4.4M$4.6M+$181.4K2026-11-04
Ledyard National Bank
UNCHANGED65,13165,13100%$3.5M$3.6M+$109.5K2026-10-21
Meredith Wealth Planning
DECREASED44,46880,965-36,497-45%$4.3M$2.4M-$1.9M2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED43,12243,12200%$2.3M$2.4M+$72.5K2026-10-23
Revolve Wealth Partners, LLC
DECREASED35,45637,219-1,763-5%$2.0M$1.9M-$34.1K2026-10-23
Fidelity D & D Bancorp Inc
UNCHANGED32,81732,81700%$1.7M$1.8M+$55.2K2026-11-05
Regions Financial Corp
UNCHANGED27,58027,58000%$1.5M$1.5M+$46.4K2026-11-05
Family CFO Inc
UNCHANGED19,85219,85200%$1.1M$1.1M+$33.4K2026-10-30
Sherman Wealth Management LLC
UNCHANGED17,79917,79900%$946.7K$976.6K+$29.9K2026-10-16
Continuum Wealth Advisors, LLC
UNCHANGED15,43715,43700%$821.1K$847.0K+$26.0K2026-10-20
Prairiewood Capital, LLC
UNCHANGED15,38815,38800%$818.4K$844.3K+$25.9K2026-10-16
Creative Planning
UNCHANGED14,25914,25900%$758.4K$782.4K+$24.0K2026-11-02
Quarry Hill Advisors, LLC
UNCHANGED14,23514,23500%$757.1K$781.0K+$23.9K2026-11-04
MilWealth Group LLC
DECREASED11,75012,789-1,039-8%$680.2K$644.7K-$35.5K2026-11-02
Midwest Capital Advisors, LLC
UNCHANGED6,6056,60500%$351.3K$362.4K+$11.1K2026-11-04
XY Planning Network, Inc.
UNCHANGED6,6056,60500%$351.3K$362.4K+$11.1K2026-10-14
ZWJ Investment Counsel Inc
UNCHANGED5,1045,10400%$271.5K$280.1K+$8.6K2026-10-15
Almanack Investment Partners, Llc.
NEW3,911—+3,911——$214.6K—2026-11-03
Farther Finance Advisors, LLC
UNCHANGED3,4303,43000%$182.4K$188.2K+$5.8K2026-10-08
Everest Private Wealth
N/A—375,942-375,942-100%$20.0M———
Beacon Pointe Advisors, LLC
N/A—359,759-359,759-100%$19.1M———
Truepoint, Inc.
N/A—232,542-232,542-100%$12.4M———
JPL Wealth Management, LLC
N/A—229,355-229,355-100%$12.2M———
Flatrock Wealth Partners LLC
N/A—101,682-101,682-100%$5.4M———
United Capital Financial Advisors, LLC
N/A—83,311-83,311-100%$4.4M———
Ethos Financial Group, LLC
N/A—80,056-80,056-100%$4.2M———
Quantinno Capital Management LP
N/A—53,441-53,441-100%$2.8M———
One Degree Advisors Inc
N/A—50,944-50,944-100%$2.7M———
Twin Peaks Wealth Advisors, LLC
N/A—49,139-49,139-100%$2.6M———
Summit Wealth & Retirement Planning, Inc.
N/A—39,418-39,418-100%$2.1M———
Magnolia Private Wealth, LLC
N/A—31,966-31,966-100%$1.7M———
Royal Bank of Canada
N/A—29,555-29,555-100%$1.6M———
AQR Capital Management LLC
N/A—20,340-20,340-100%$1.1M———
Mercer Global Advisors Inc
N/A—17,607-17,607-100%$936.5K———
Blair William & Co
N/A—15,195-15,195-100%$808.2K———
Savvy Advisors, Inc.
N/A—12,154-12,154-100%$646.4K———
Schiavi & Co LLC
N/A—9,817-9,817-100%$522.2K———
Cerity Partners LLC
N/A—9,378-9,378-100%$498.8K———
Citadel Advisors LLC
N/A—4,385-4,385-100%$233.2K———
UBS Group AG
N/A—449-449-100%$23.9K———
Showing 43 of 43 institutions