Who owns QVAL?
Alpha Architect U.S. Quantitative Value ETF · Alpha Architect
65 institutions reported holding QVAL, worth $306.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of QVAL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Strid Group, LLC | Newtown Square, PA | $101.0M | 1,821,009 | +118,737 shares |
| Valley Financial Group, Inc. | Ambler, PA | $18.5M | 333,192 | +4,782 shares |
| BWM Planning, LLC | The Woodlands, TX | $16.7M | 300,787 | +10,447 shares |
| Empirical Finance, LLC | Newtown Square, PA | $12.2M | 219,682 | −56,132 shares |
| Ethos Financial Group, LLC | King Of Prussia, PA | $12.0M | 203,329 | −57,540 shares |
| Waverly Advisors, LLC | Birmingham, AL | $11.5M | 208,210 | −539 shares |
| Stillwater Private Wealth, LLC | Glen Mills, PA | $10.6M | 175,036 | New position |
| One Degree Advisors Inc | San Diego, CA | $10.5M | 188,514 | +9,097 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $10.4M | 187,337 | +5,044 shares |
| Well Done, LLC | Holland, MI | $9.2M | 165,606 | +13,075 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 QVAL?
65 institutional managers reported holding QVAL in Form 13F filings for June 30, 2026, worth $306.5M in total. The largest reported position was held by Strid Group, LLC, at $101.0M.
Did institutions buy or sell QVAL last quarter?
Reported 13F value rose 10.1% from March 31, 2026, which includes price moves as well as buying and selling. 4 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 QVAL 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.