ALPHA ARCHITCT US EQTY 2 ETF (AAEQ) Institutional Ownership Changes & 13F Activity
ALPHA ARCHITCT US EQTY 2 ETF (AAEQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Vise Technologies, Inc., M Holdings Securities, Inc., Quantinno Capital Management Lp, Ethos Financial Group, Llc, and Mercer Global Advisors Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +4,385 | — | 4,385 | $233.22K | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +17,607 | — | 17,607 | $936.46K | Q2 2026 | Aug 19, 2026 |
| Aqr Capital Management Llc | Sell | -1,612 | -7.3% | 20,340 | $1.08M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +476 | +1.6% | 29,555 | $1.57M | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management Lp | Buy | +28,647 | +115.5% | 53,441 | $2.84M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -943 | -67.7% | 449 | $23.88K | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | Buy | +233,703 | — | 233,703 | $12.43M | Q2 2026 | Aug 11, 2026 |
| Blair William & Co/Il | Buy | +15,195 | — | 15,195 | $808.17K | Q2 2026 | Aug 11, 2026 |
| Ethos Financial Group, Llc | Sell | -20,399 | -20.3% | 80,056 | $4.16M | Q2 2026 | Aug 07, 2026 |
| Everest Management Corp. | Sell | -4,547 | -1.2% | 375,942 | $20.00M | Q2 2026 | Aug 07, 2026 |
| Magnolia Private Wealth, Llc | Sell | -800 | -2.4% | 31,966 | $1.70M | Q2 2026 | Aug 05, 2026 |
| Savvy Advisors, Inc. | Sell | -1,122 | -8.5% | 12,154 | $646.45K | Q2 2026 | Aug 03, 2026 |
| Milwealth Group Llc | Sell | -1,045 | -7.6% | 12,789 | $680.21K | Q2 2026 | Aug 03, 2026 |
| Truepoint, Inc. | Sell | -731 | -0.3% | 232,542 | $12.37M | Q2 2026 | Jul 31, 2026 |
| Quarry Hill Advisors, Llc | Sell | -5,933 | -29.4% | 14,235 | $757.10K | Q2 2026 | Jul 28, 2026 |
| Seed Wealth Management, Inc. | Sell | -271 | -0.3% | 91,183 | $4.85M | Q2 2026 | Jul 27, 2026 |
| Meredith Wealth Planning | Sell | -307 | -0.4% | 80,965 | $4.31M | Q2 2026 | Jul 24, 2026 |
| Ledyard National Bank | Sell | -1,405 | -2.1% | 65,131 | $3.46M | Q2 2026 | Jul 16, 2026 |
| Xy Planning Network, Inc. | Sell | -1,896 | -22.3% | 6,605 | $351.29K | Q2 2026 | Jul 15, 2026 |
| Revolve Wealth Partners, Llc | Sell | -473 | -1.3% | 37,219 | $1.98M | Q2 2026 | Jul 09, 2026 |
| Empowered Funds, Llc | Sell | -6,642 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| L2 Asset Management, Llc | Sell | -6,516 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | Sell | -30,463 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Creative Planning | Sell | -14,259 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
Frequently asked questions about AAEQ activity
Which institutional owners are buying AAEQ?
Institutional owners buying AAEQ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AAEQ activity?
"Buy" means an investor increased their reported position in AAEQ compared to the prior reporting period. This reflects growing exposure to ALPHA ARCHITCT US EQTY 2 ETF (AAEQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AAEQ increasing?
Institutional interest in AAEQ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.