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Alpha Architect U.S. Quantitative Value ETF (QVAL) Institutional Ownership

$44.55 -0.97 (-2.13%)
As of 02/21/2025 03:24 PM Eastern

Institutional Ownership Changes (13F Filings) for Alpha Architect U.S. Quantitative Value ETF (NASDAQ:QVAL)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$3.48M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$65.08K
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QVAL Institutional Buying and Selling by Quarter

Alpha Architect U.S. Quantitative Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/12/2025 JPMorgan Chase & Co.1,147$51K0.0%+473.5%0.014%
2/6/2025 Ethos Financial Group LLC203,392$9.08M1.2%+19.1%2.396%
2/6/2025 Menlo Advisors LLC251,355$11.22M5.7%+1.1%2.961%
2/3/2025 Aspect Partners LLC9,911$442K0.3%+11.3%0.117%
1/23/2025 Baker Boyer National Bank16,179$722K0.2%+1.9%0.193%
11/8/2024 Avior Wealth Management LLC945$44K0.0%-46.9%0.011%
10/19/2024 Baker Boyer National Bank15,878$733K0.2%+7.6%0.193%
8/9/2024 Menlo Advisors LLC248,610$10.66M5.9%+0.3%3.115%
8/7/2024 Baker Boyer National Bank14,758$633K0.2%+8.2%0.185%
8/5/2024 Blue Bell Private Wealth Management LLC1,080$46K0.0%-19.5%0.014%
5/17/2024 Comerica Bank657$30K0.0%+109.9%0.008%
5/8/2024 Ethos Financial Group LLC149,756$6.73M1.3%+31.8%1.913%
4/24/2024 Blue Bell Private Wealth Management LLC1,341$60K0.0%-20.4%0.017%
4/12/2024 Baker Boyer National Bank13,642$613K0.2%+5.0%0.178%
2/16/2024 Aspect Partners LLC8,916$361K0.2%N/A0.121%
2/7/2024 Ethos Financial Group LLC113,622$4.60M1.0%+32.5%1.544%
2/1/2024 Kathleen S. Wright Associates Inc.101,499$4.11M2.0%-8.6%1.394%
(Data available from 1/1/2016 forward)

QVAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QVAL shares?

During the previous two years, 9 institutional investors and hedge funds held shares of Alpha Architect U.S. Quantitative Value ETF. The most heavily invested institutionals were Menlo Advisors LLC ($11.22M), Ethos Financial Group LLC ($9.08M), Kathleen S. Wright Associates Inc. ($4.11M), Baker Boyer National Bank ($722K), Aspect Partners LLC ($442K), JPMorgan Chase & Co. ($51K), and Blue Bell Private Wealth Management LLC ($46K).Learn more on QVAL's institutional investors.

Which institutional investors have been buying Alpha Architect U.S. Quantitative Value ETF stock?

The following institutional investors have purchased Alpha Architect U.S. Quantitative Value ETF stock in the last 24 months: Ethos Financial Group LLC ($96.70K), Aspect Partners LLC ($9.92K), Menlo Advisors LLC ($3.54K), Baker Boyer National Bank ($3.19K), JPMorgan Chase & Co. ($947.00), and Comerica Bank ($344.00).

How much institutional buying is happening at Alpha Architect U.S. Quantitative Value ETF?

Institutional investors have bought a total of 114,644 shares in the last 24 months. This purchase volume represents approximately $4.97M in transactions.

Which Alpha Architect U.S. Quantitative Value ETF major shareholders have been selling company stock?

The following institutional investors have sold Alpha Architect U.S. Quantitative Value ETF stock in the last 24 months: Kathleen S. Wright Associates Inc. ($9.61K), Avior Wealth Management LLC ($833.00), and Blue Bell Private Wealth Management LLC ($605.00).

How much institutional selling is happening at Alpha Architect U.S. Quantitative Value ETF?

Institutional investors have sold a total of 11,045 shares in the last 24 months. This volume of shares sold represents approximately $454.07K in transactions.



This page (NASDAQ:QVAL) was last updated on 2/22/2025 by MarketBeat.com Staff
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