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Alpha Architect US EQY ETF (AAUS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cache Advisors, LLC
UNCHANGED
Shares2,753,833 from 2,753,833
Change0 (0%)
Value$169.7M (+$5.2M)
Filed 2026-10-16
Seed Wealth Management, Inc.
DECREASED
Shares670,463 from 682,464
Change-12,001 (-2%)
Value$41.3M (+$552.1K)
Filed 2026-10-20
Relyea Zuckerberg Hanson LLC
DECREASED
Shares437,528 from 446,173
Change-8,645 (-2%)
Value$27.0M (+$311.7K)
Filed 2026-10-20
Plancorp, LLC
DECREASED
Shares198,075 from 198,547
Change-472 (0%)
Value$12.0M (+$103.6K)
Filed 2026-11-03
Sageworth Trust Co
UNCHANGED
Shares177,900 from 177,900
Change0 (0%)
Value$11.0M (+$336.7K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares172,768 from 172,768
Change0 (0%)
Value$10.8M (+$360.4K)
Filed 2026-10-13
One Degree Advisors Inc
DECREASED
Shares133,514 from 137,571
Change-4,057 (-3%)
Value$8.4M (+$195.6K)
Filed 2026-11-06
Soundwatch Capital LLC
DECREASED
Shares94,303 from 95,682
Change-1,379 (-1%)
Value$5.9M (+$148.3K)
Filed 2026-11-04
Quarry Hill Advisors, LLC
UNCHANGED
Shares38,450 from 38,450
Change0 (0%)
Value$2.4M (+$72.8K)
Filed 2026-11-04
Creative Planning
DECREASED
Shares31,526 from 31,588
Change-62 (0%)
Value$1.9M (+$56.0K)
Filed 2026-11-02
Frankly Finances, LLC
UNCHANGED
Shares31,331 from 31,331
Change0 (0%)
Value$1.9M (+$59.4K)
Filed 2026-10-28
Almanack Investment Partners, Llc.
UNCHANGED
Shares24,443 from 24,443
Change0 (0%)
Value$1.5M (+$46.3K)
Filed 2026-11-03
L.K. Benson & Company, P.C.
UNCHANGED
Shares23,439 from 23,439
Change0 (0%)
Value$1.4M (+$44.4K)
Filed 2026-10-23
Revolve Wealth Partners, LLC
UNCHANGED
Shares23,350 from 23,350
Change0 (0%)
Value$1.4M (+$44.2K)
Filed 2026-10-23
Ledyard National Bank
DECREASED
Shares18,688 from 19,277
Change-589 (-3%)
Value$1.2M (+$184)
Filed 2026-10-21
Sherman Wealth Management LLC
UNCHANGED
Shares17,545 from 17,545
Change0 (0%)
Value$1.1M (+$33.2K)
Filed 2026-10-16
Perigon Wealth Management, LLC
NEW
Shares10,281
Change+10,281
Value$633.7K
Filed 2026-10-22
Parkside Financial Bank & Trust
UNCHANGED
Shares3,635 from 3,635
Change0 (0%)
Value$224.0K (+$6.9K)
Filed 2026-10-27
Evolution Wealth Management Inc.
DECREASED
Shares1,290 from 4,818
Change-3,528 (-73%)
Value$79.5K (-$208.3K)
Filed 2026-10-28
AQR Capital Management LLC
N/A
Shares— from 172,768
Change-172,768 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 106,762
Change-106,762 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 35,428
Change-35,428 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 31,250
Change-31,250 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 28,196
Change-28,196 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 19,362
Change-19,362 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 15,504
Change-15,504 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 14,426
Change-14,426 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 8,654
Change-8,654 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 8,654
Change-8,654 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 7,874
Change-7,874 (-100%)
Value—
Status
Cache Advisors, LLC
UNCHANGED2,753,8332,753,83300%$164.5M$169.7M+$5.2M2026-10-16
Seed Wealth Management, Inc.
DECREASED670,463682,464-12,001-2%$40.8M$41.3M+$552.1K2026-10-20
Relyea Zuckerberg Hanson LLC
DECREASED437,528446,173-8,645-2%$26.7M$27.0M+$311.7K2026-10-20
Plancorp, LLC
DECREASED198,075198,547-4720%$11.9M$12.0M+$103.6K2026-11-03
Sageworth Trust Co
UNCHANGED177,900177,90000%$10.6M$11.0M+$336.7K2026-10-30
Wealth Enhancement Advisory Services, LLC
UNCHANGED172,768172,76800%$10.4M$10.8M+$360.4K2026-10-13
One Degree Advisors Inc
DECREASED133,514137,571-4,057-3%$8.2M$8.4M+$195.6K2026-11-06
Soundwatch Capital LLC
DECREASED94,30395,682-1,379-1%$5.7M$5.9M+$148.3K2026-11-04
Quarry Hill Advisors, LLC
UNCHANGED38,45038,45000%$2.3M$2.4M+$72.8K2026-11-04
Creative Planning
DECREASED31,52631,588-620%$1.9M$1.9M+$56.0K2026-11-02
Frankly Finances, LLC
UNCHANGED31,33131,33100%$1.9M$1.9M+$59.4K2026-10-28
Almanack Investment Partners, Llc.
UNCHANGED24,44324,44300%$1.5M$1.5M+$46.3K2026-11-03
L.K. Benson & Company, P.C.
UNCHANGED23,43923,43900%$1.4M$1.4M+$44.4K2026-10-23
Revolve Wealth Partners, LLC
UNCHANGED23,35023,35000%$1.4M$1.4M+$44.2K2026-10-23
Ledyard National Bank
DECREASED18,68819,277-589-3%$1.2M$1.2M+$1842026-10-21
Sherman Wealth Management LLC
UNCHANGED17,54517,54500%$1.0M$1.1M+$33.2K2026-10-16
Perigon Wealth Management, LLC
NEW10,281—+10,281——$633.7K—2026-10-22
Parkside Financial Bank & Trust
UNCHANGED3,6353,63500%$217.1K$224.0K+$6.9K2026-10-27
Evolution Wealth Management Inc.
DECREASED1,2904,818-3,528-73%$287.8K$79.5K-$208.3K2026-10-28
AQR Capital Management LLC
N/A—172,768-172,768-100%$10.3M———
United Capital Financial Advisors, LLC
N/A—106,762-106,762-100%$6.4M———
JPL Wealth Management, LLC
N/A—35,428-35,428-100%$2.1M———
Flatrock Wealth Partners LLC
N/A—31,250-31,250-100%$1.9M———
Royal Bank of Canada
N/A—28,196-28,196-100%$1.7M———
Schiavi & Co LLC
N/A—19,362-19,362-100%$1.2M———
Summit Wealth & Retirement Planning, Inc.
N/A—15,504-15,504-100%$926.3K———
Savvy Advisors, Inc.
N/A—14,426-14,426-100%$861.9K———
Cambria Investment Management, L.P.
N/A—8,654-8,654-100%$517.0K———
Empowered Funds, LLC
N/A—8,654-8,654-100%$517.0K———
Truepoint, Inc.
N/A—7,874-7,874-100%$470.4K———
Showing 30 of 30 institutions