AAEQ Institutional Ownership & Shareholders
ALPHA ARCHITCT US EQTY 2 ETF (AAEQ) is currently held by 41 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $337.28M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Cache Advisors, Llc is currently the largest disclosed institutional shareholder of AAEQ tracked by InsiderSet, reporting ownership valued at approximately $199.23M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $196.08M, representing an estimated loss of -1.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed AAEQ value among the investors covered in this analysis. Major shareholders include Cache Advisors, Llc, Everest Management Corp., Beacon Pointe Advisors, Llc, and several other long-term asset managers with concentrated positions in ALPHA ARCHITCT US EQTY 2 ETF (AAEQ).
This page ranks the largest institutional AAEQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
41
Total Reported Value
$337.28M
Largest Holder
Cache Advisors, Llc
Largest Position
$199.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cache Advisors, Llc | 12.20% | 3,631,067 | $199,231,200 | $196,076,529 | -$3,154,671 | -1.58% | |
| Everest Management Corp. | 7.46% | 375,942 | $19,995,183 | $20,300,755 | +$305,572 | +1.53% | |
| Beacon Pointe Advisors, Llc | 0.09% | 359,759 | $19,134,493 | $19,426,878 | +$292,385 | +1.53% | |
| Vise Technologies, Inc. | 0.11% | 233,703 | $12,822,913 | $12,619,892 | -$203,021 | -1.58% | |
| Truepoint, Inc. | 0.26% | 232,542 | $12,368,198 | $12,557,198 | +$189,000 | +1.53% | |
| Jpl Wealth Management, Llc | 2.42% | 229,355 | $12,198,698 | $12,385,101 | +$186,403 | +1.53% | |
| Flatrock Wealth Partners Llc | 2.12% | 101,682 | $5,408,149 | $5,490,797 | +$82,648 | +1.53% | |
| Seed Wealth Management, Inc. | 3.08% | 89,389 | $4,904,634 | $4,826,979 | -$77,655 | -1.58% | |
| United Capital Financial Advisors, Llc | 0.02% | 83,311 | $4,432,018 | $4,498,769 | +$66,751 | +1.51% | |
| Soundwatch Capital Llc | 0.49% | 83,311 | $4,431,060 | $4,498,769 | +$67,709 | +1.53% | |
| Ethos Financial Group, Llc | 0.28% | 80,056 | $4,163,111 | $4,323,000 | +$159,889 | +3.84% | |
| Ledyard National Bank | 0.28% | 65,131 | $3,573,640 | $3,517,054 | -$56,586 | -1.58% | |
| Quantinno Capital Management Lp | 0.00% | 53,441 | $2,842,366 | $2,885,798 | +$43,432 | +1.53% | |
| One Degree Advisors Inc | 0.60% | 50,944 | $2,704,000 | $2,750,961 | +$46,961 | +1.74% | |
| Twin Peaks Wealth Advisors, Llc | 0.59% | 49,139 | $2,613,551 | $2,653,491 | +$39,940 | +1.53% | |
| Meredith Wealth Planning | 0.61% | 44,468 | $2,439,909 | $2,401,259 | -$38,650 | -1.58% | |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma | 0.02% | 43,122 | $2,366,039 | $2,328,575 | -$37,464 | -1.58% | |
| Summit Wealth & Retirement Planning, Inc. | 0.44% | 39,418 | $2,096,516 | $2,128,560 | +$32,044 | +1.53% | |
| Revolve Wealth Partners, Llc | 0.20% | 35,456 | $1,945,436 | $1,914,613 | -$30,823 | -1.58% | |
| Fidelity D & D Bancorp Inc | 0.60% | 32,817 | $1,745,435 | $1,772,108 | +$26,673 | +1.53% | |
| Magnolia Private Wealth, Llc | 0.93% | 31,966 | $1,700,150 | $1,726,154 | +$26,004 | +1.53% | |
| Royal Bank Of Canada | 0.00% | 29,555 | $1,572,000 | $1,595,961 | +$23,961 | +1.52% | |
| Regions Financial Corp | 0.01% | 27,580 | $1,466,895 | $1,489,312 | +$22,417 | +1.53% | |
| Family Cfo Inc | 0.42% | 19,852 | $1,089,227 | $1,072,002 | -$17,225 | -1.58% | |
| Aqr Capital Management Llc | 0.00% | 20,340 | $1,081,822 | $1,098,354 | +$16,532 | +1.53% | |
| Sherman Wealth Management Llc | 0.69% | 17,799 | $976,631 | $961,141 | -$15,490 | -1.59% | |
| Mercer Global Advisors Inc | 0.00% | 17,607 | $936,462 | $950,773 | +$14,311 | +1.53% | |
| Continuum Wealth Advisors, Llc | 0.28% | 15,437 | $847,031 | $833,593 | -$13,438 | -1.59% | |
| Prairiewood Capital, Llc | 0.21% | 15,388 | $844,316 | $830,947 | -$13,369 | -1.58% | |
| Blair William & Co/Il | 0.00% | 15,195 | $808,175 | $820,525 | +$12,350 | +1.53% | |
| Quarry Hill Advisors, Llc | 0.29% | 14,235 | $757,096 | $768,686 | +$11,590 | +1.53% | |
| Milwealth Group Llc | 0.15% | 12,789 | $680,207 | $690,602 | +$10,395 | +1.53% | |
| Savvy Advisors, Inc. | 0.01% | 12,154 | $646,445 | $656,312 | +$9,867 | +1.53% | |
| Schiavi & Co Llc | 0.14% | 9,817 | $522,154 | $530,115 | +$7,961 | +1.52% | |
| Cerity Partners Llc | 0.00% | 9,378 | $498,779 | $506,409 | +$7,630 | +1.53% | |
| Xy Planning Network, Inc. | 0.04% | 6,605 | $362,396 | $356,668 | -$5,728 | -1.58% | |
| Midwest Capital Advisors, Llc | 0.14% | 6,605 | $351,322 | $356,668 | +$5,346 | +1.52% | |
| Zwj Investment Counsel Inc | 0.01% | 5,104 | $280,058 | $275,614 | -$4,444 | -1.59% | |
| Citadel Advisors Llc | 0.00% | 4,385 | $233,225 | $236,789 | +$3,564 | +1.53% | |
| Farther Finance Advisors, Llc | 0.00% | 3,430 | $188,179 | $185,219 | -$2,960 | -1.57% | |
| Ubs Group Ag | 0.00% | 449 | $23,881 | $24,246 | +$365 | +1.53% |
Frequently asked questions about AAEQ
Who are the largest institutional holders of AAEQ?
The largest institutional holders of AAEQ reported in the latest SEC Form 13F filings include Cache Advisors, Llc, Everest Management Corp., Beacon Pointe Advisors, Llc, Vise Technologies, Inc., and Truepoint, Inc.. InsiderSet ranks institutional holders by their latest reported AAEQ position.
What is AAEQ institutional ownership?
This page tracks AAEQ positions reported by institutional investment managers through SEC Form 13F. ALPHA ARCHITCT US EQTY 2 ETF (AAEQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AAEQ?
InsiderSet currently tracks 41 institutional managers reporting AAEQ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AAEQ shareholders.
How much AAEQ stock do institutions own?
Institutional investment managers disclosed approximately $337.28M in AAEQ holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AAEQ institutional ownership last updated?
The latest AAEQ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AAEQ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AAEQ position after the reporting date.
Are institutions buying or selling AAEQ?
Institutional buying and selling can be analyzed by comparing AAEQ positions across consecutive 13F reporting periods. InsiderSet's AAEQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AAEQ ownership changes.
How has AAEQ institutional ownership changed over time?
InsiderSet tracks AAEQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.