Who owns IVAL?
Alpha Architect International Quantitative Value ETF · Alpha Architect
36 institutions reported holding IVAL, worth $111.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IVAL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Revolve Wealth Partners, LLC | Hackensack, NJ | $43.2M | 1,268,919 | +26,804 shares |
| HighTower Advisors, LLC | Chicago, IL | $10.8M | 316,419 | +12,145 shares |
| Empowered Funds, LLC | Newtown Square, PA | $7.4M | 218,580 | +28,918 shares |
| Empirical Finance, LLC | Newtown Square, PA | $5.9M | 172,106 | −122,767 shares |
| One Plus One Wealth Management, LLC | Jupiter, FL | $5.2M | 152,449 | −42,908 shares |
| Kathmere Capital Management, LLC | Wayne, PA | $4.9M | 143,563 | +4,291 shares |
| Savvy Advisors, Inc. | New York, NY | $4.5M | 131,099 | +8,593 shares |
| One Degree Advisors Inc | San Diego, CA | $4.2M | 123,872 | +5,722 shares |
| Royal Harbor Partners, LLC | Houston, TX | $3.8M | 110,812 | +125 shares |
| Stratos Wealth Advisors, LLC | Beachwood, OH | $3.6M | 106,179 | +3,331 shares |
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 IVAL?
36 institutional managers reported holding IVAL in Form 13F filings for June 30, 2026, worth $111.7M in total. The largest reported position was held by Revolve Wealth Partners, LLC, at $43.2M.
Did institutions buy or sell IVAL last quarter?
Reported 13F value rose 1.7% from March 31, 2026, which includes price moves as well as buying and selling. 3 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 IVAL 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.