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Get Institutions for : 
Alpha Architect Us Quantitative Momentum Etf (QMOM)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    1
Total shares held : 
 1,788,302  
% of shares held : 
 7.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 -228,424  
% of shares held change : 
   -0.91%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 223
 0.01%
 
Increased Positions :
13
 198,065
 11.08%
 
Unchanged Positions :
9
 241,166
 13.49%
 
Decreased Positions :
11
-250,512
-14.01%
 
Closed Positions :
4
-176,200
-9.85%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Revolve Wealth Partners LLC 6 - 2024-03-31 362,555 $21,431,000 7,210
   Stokes Family Office LLC 14 - 2024-03-31 216,398 $12,791,000 22,314
   Commonwealth Financial Services LLC 8 - 2024-03-31 248,894 $12,409,000 -550
   Empirical Finance LLC 23 - 2024-03-31 208,770 $12,340,000 1,434
   Empowered Funds LLC 130 - 2024-03-31 162,575 $9,610,000 70,407
   Silicon Hills Wealth Management LLC 6 - 2023-06-30 170,830 $7,937,000 -6,203
   EA Series Trust 65 - 2023-06-30 158,318 $7,356,000 0
   Valley Financial Group Inc. 6 - 2024-03-31 107,439 $6,351,000 -7,839
   Kathmere Capital Management LLC 39 - 2024-03-31 95,830 $5,665,000 1,568
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1093 - 2024-03-31 90,055 $5,323,000 3,253
   One Degree Advisors Inc 11 - 2024-03-31 82,546 $4,880,000 -259
   Advisor Group Holdings Inc. 1114 - 2024-03-31 75,010 $4,434,000 -2,274
   Synergy Financial Management LLC 37 *New 2024-03-31 73,768 $4,360,000 73,768
   Ethos Financial Group LLC 37 - 2024-03-31 63,080 $3,729,000 18,899
   LPL FINANCIAL CORP 2202 - 2024-03-31 48,133 $2,845,000 9,822
   Cambria Investment Management L.P. 124 - 2024-03-31 42,631 $2,520,000 -2,552
   Seed Wealth Management Inc. 13 - 2024-03-31 32,640 $1,929,000 0
   CWM LLC 669 - 2024-03-31 27,861 $1,647,000 155
   CITADEL ADVISORS LLC 2997 *New 2024-03-31 18,134 $1,072,000 18,134
   Private Portfolio Partners LLC 97 - 2024-03-31 14,686 $868,000 -2,811
   Brendel Financial Advisors LLC *New 2024-03-31 9,931 $587,000 9,931
   BAKER BOYER NATIONAL BANK 48 - 2024-03-31 8,986 $531,000 10
   Wealth Management Solutions LLC 33 - 2023-09-30 12,253 $528,000 -1,118
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2249 *New 2024-03-31 8,592 $508,000 8,592
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3420 - 2024-03-31 8,558 $506,000 8,558
   Almanack Investment Partners LLC. 103 - 2024-03-31 8,457 $500,000 0
   ROYAL BANK OF CANADA 3456 - 2024-03-31 8,446 $499,000 -1,844
   Global Retirement Partners LLC 542 - 2024-03-31 7,932 $469,000 0
   Well Done LLC 158 - 2024-03-31 4,393 $260,000 0
   Private Advisor Group LLC 1940 - 2024-03-31 4,335 $256,000 -58,938
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1430 - 2024-03-31 3,976 $235,000 866
   HUDOCK MOYER WEALTH RESOURCES, LLC 136 *New 2024-03-31 3,532 $209,000 3,532
   QUADRANT CAPITAL GROUP LLC 1394 - 2024-03-31 860 $51,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 385 - 2024-03-31 641 $38,000 -226
   HARBOUR INVESTMENTS INC. 1665 - 2023-12-31 613 $31,000 0
   Aspect Partners LLC 146 - 2024-03-31 505 $30,000 0
   COMERICA BANK 3105 *New 2024-03-31 224 $13,000 224
   Northwest Capital Management Inc 364 - 2024-03-31 215 $13,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 2254 *New 2024-03-31 34 $2,000 34
   IFP Advisors Inc 2645 - 2023-12-31 31 $2,000 1
   WFA of San Diego LLC 361 - 2023-09-30 12 $1,000 0
   PROEQUITIES INC. 3064 - 2024-03-31 0 $0 0
   TOWER RESEARCH CAPITAL LLC 5523 - 2024-03-31 1 $0 0
   CFG ASSET MANAGEMENT LLC 411 *Closed 2024-03-31 0 $0 -8
   UBS Group AG 7663 *Closed 2024-03-31 0 $0 -70
   WELLS FARGO & CO/MN 6467 - 2024-03-31 1 $0 0
   Lansing Street Advisors 101 *Closed 2024-03-31 0 $0 -4,626
   Meredith Wealth Planning 43 *Closed 2024-03-31 0 $0 -8,003
   J P MORGAN CHASE & CO 6456 - 2024-03-31 4 $0 -3
   Cribstone Capital Management LLC 462 *New 2022-12-31 4 $0 4
  50 Records found
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