Who owns AAEQ?
Alpha Architect US Equity 2 ETF · Alpha Architect
42 institutions reported holding AAEQ, worth $333.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AAEQ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cache Advisors, LLC | San Francisco, CA | $193.1M | 3,631,067 | No change |
| Everest Private Wealth | Cupertino, CA | $20.0M | 375,942 | −4,547 shares |
| Beacon Pointe Advisors, LLC | Newport Beach, CA | $19.1M | 359,759 | No change |
| Vise Technologies, Inc. | New York, NY | $12.4M | 233,703 | New position |
| Truepoint, Inc. | Cincinnati, OH | $12.4M | 232,542 | −731 shares |
| JPL Wealth Management, LLC | Greenwood Village, CO | $12.2M | 229,355 | No change |
| Flatrock Wealth Partners LLC | Newport Beach, CA | $5.4M | 101,682 | No change |
| Seed Wealth Management, Inc. | Evanston, IL | $4.8M | 91,183 | −271 shares |
| United Capital Financial Advisors, LLC | Irving, TX | $4.4M | 83,311 | No change |
| Soundwatch Capital LLC | Dallas, TX | $4.4M | 83,311 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AAEQ?
42 institutional managers reported holding AAEQ in Form 13F filings for June 30, 2026, worth $333.1M in total. The largest reported position was held by Cache Advisors, LLC, at $193.1M.
Did institutions buy or sell AAEQ last quarter?
Reported 13F value rose 18.3% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AAEQ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.