Who Owns AAVM?
Alpha Architect Global Factor Equity ETF — Institutional Ownership & 13F Holdings
$33.77
+0.84 (+2.55%)
Market Cap
$22.1M
Shares Outstanding
619,684
Institutional Holders
8
Total Inst. Value
$9.2M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
New Positions
2
Closed Positions
4
Increased
1
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Empirical Finance, LLC | $6.0M | 243,291 |
| 2 | Lifeworks Advisors, LLC | $1.8M | 72,953 |
| 3 | Valley Financial Group, Inc. | $520K | 21,174 |
| 4 | ROYAL BANK OF CANADA | $395K | 16,112 |
| 5 | GWN SECURITIES INC.New | $244K | 9,932 |
| 6 | Vivaldi Capital Management LP | $223K | 9,112 |
| 7 | UBS Group AGNew | $66K | 2,688 |
| 8 | MORGAN STANLEY | $0 | 1 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Valley Financial Group, Inc. | +116 | $520K |
| GWN SECURITIES INC.New | +10K | $244K |
| UBS Group AGNew | +3K | $66K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Lifeworks Advisors, LLC | -37K | $1.8M |
| Empirical Finance, LLC | -17K | $6.0M |
| ROYAL BANK OF CANADA | -789 | $395K |
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Frequently Asked Questions
How many institutional investors hold AAVM?
As of Q1 2025, 8 institutional investors report holding AAVM (Alpha Architect Global Factor Equity ETF) in their 13F filings.
Which hedge fund owns the most AAVM?
The largest institutional holder of AAVM is Empirical Finance, LLC with $6.0M in shares.
Are institutions buying or selling AAVM?
This quarter, 2 institutions opened new positions in AAVM and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.