Who owns AAVM?
Alpha Architect Global Factor Equity ETF · Alpha Architect
6 institutions reported holding AAVM, worth $7.2M, in Form 13F filings for June 30, 2026.
Top 6 institutional holders of AAVM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Empirical Finance, LLC | Newtown Square, PA | $6.0M | 178,907 | −85,233 shares |
| Valley Financial Group, Inc. | Ambler, PA | $454K | 13,475 | +101 shares |
| Lifeworks Advisors, LLC | Grand Rapids, MI | $322K | 9,542 | −5,316 shares |
| GWN Securities Inc. | Palm Beach Gardens, FL | $284K | 8,420 | −1,377 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $76K | 2,242 | −9,832 shares |
| Morgan Stanley | New York, NY | $45 | 1 | 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 AAVM?
6 institutional managers reported holding AAVM in Form 13F filings for June 30, 2026, worth $7.2M in total. The largest reported position was held by Empirical Finance, LLC, at $6.0M.
Did institutions buy or sell AAVM last quarter?
Reported 13F value fell 29.1% from March 31, 2026, which includes price moves as well as buying and selling. 0 firms reported a new position and 2 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 AAVM 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.