Who Owns QVAL?
Alpha Architect U.S. Quantitative Value ETF — Institutional Ownership & 13F Holdings
$54.36
+0.95 (+1.78%)
Market Cap
$494.6M
Shares Outstanding
9,012,045
Institutional Holders
61
Total Inst. Value
$192.6M
% of Float Held
—
QoQ Holder Change
+28
Institutional data as of Q1 2025
New Positions
20
Closed Positions
11
Increased
21
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Strid Group, LLC | $60.6M | 1,421,019 |
| 2 | Empirical Finance, LLC | $19.0M | 444,428 |
| 3 | Stokes Family Office, LLC | $10.3M | 241,422 |
| 4 | Waverly Advisors, LLC | $9.3M | 217,075 |
| 5 | Ethos Financial Group, LLC | $9.1M | 203,392 |
| 6 | Valley Financial Group, Inc. | $9.0M | 210,056 |
| 7 | RAYMOND JAMES FINANCIAL INC | $8.8M | 206,864 |
| 8 | BWM Planning, LLCNew | $8.3M | 195,416 |
| 9 | Kathmere Capital Management, LLC | $6.1M | 143,470 |
| 10 | ONE PLUS ONE WEALTH MANAGEMENT, LLCNew | $5.7M | 132,559 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Strid Group, LLC | +42K | $60.6M |
| Stokes Family Office, LLC | +102K | $10.3M |
| Valley Financial Group, Inc. | +20K | $9.0M |
| RAYMOND JAMES FINANCIAL INC | +18K | $8.8M |
| BWM Planning, LLCNew | +195K | $8.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Empirical Finance, LLC | -101K | $19.0M |
| Lifeworks Advisors, LLC | -18K | $705K |
| Breakwater Capital Group | -4K | $756K |
| Ancora Advisors LLC | -4K | $4 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -4K | $885K |
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Frequently Asked Questions
How many institutional investors hold QVAL?
As of Q1 2025, 61 institutional investors report holding QVAL (Alpha Architect U.S. Quantitative Value ETF) in their 13F filings.
Which hedge fund owns the most QVAL?
The largest institutional holder of QVAL is Strid Group, LLC with $60.6M in shares.
Are institutions buying or selling QVAL?
This quarter, 20 institutions opened new positions in QVAL and 11 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.