ALPHA ARCHITCT US EQTY 2 ETF (AAEQ) Institutional Shareholders
ALPHA ARCHITCT US EQTY 2 ETF (AAEQ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $332.31M in AAEQ holdings during the latest filing period.
Cache Advisors, Llc is currently the largest disclosed institutional shareholder of AAEQ tracked by InsiderSet, reporting ownership valued at approximately $193.13M in its June 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 $198.40M, representing an estimated gain of +2.73% 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
$332.31M
Largest Holder
Cache Advisors, Llc
Largest Position
$193.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cache Advisors, Llc | 16.38% | 3,631,067 | $193,125,197 | $198,398,596 | +$5,273,399 | +2.73% | |
| Everest Management Corp. | 7.46% | 375,942 | $19,995,183 | $20,541,170 | +$545,987 | +2.73% | |
| Beacon Pointe Advisors, Llc | 0.09% | 359,759 | $19,134,493 | $19,656,944 | +$522,451 | +2.73% | |
| Vise Technologies, Inc. | 0.14% | 233,703 | $12,429,919 | $12,769,345 | +$339,426 | +2.73% | |
| Truepoint, Inc. | 0.26% | 232,542 | $12,368,198 | $12,705,909 | +$337,711 | +2.73% | |
| Jpl Wealth Management, Llc | 2.42% | 229,355 | $12,198,698 | $12,531,774 | +$333,076 | +2.73% | |
| Flatrock Wealth Partners Llc | 2.12% | 101,682 | $5,408,149 | $5,555,823 | +$147,674 | +2.73% | |
| Seed Wealth Management, Inc. | 3.07% | 91,183 | $4,849,724 | $4,982,166 | +$132,442 | +2.73% | |
| United Capital Financial Advisors, Llc | 0.02% | 83,311 | $4,432,018 | $4,552,046 | +$120,028 | +2.71% | |
| Soundwatch Capital Llc | 0.49% | 83,311 | $4,431,060 | $4,552,046 | +$120,986 | +2.73% | |
| Meredith Wealth Planning | 1.02% | 80,965 | $4,306,284 | $4,423,863 | +$117,579 | +2.73% | |
| Ethos Financial Group, Llc | 0.28% | 80,056 | $4,163,111 | $4,374,196 | +$211,085 | +5.07% | |
| Ledyard National Bank | 0.28% | 65,131 | $3,464,116 | $3,558,706 | +$94,590 | +2.73% | |
| Quantinno Capital Management Lp | 0.00% | 53,441 | $2,842,366 | $2,919,973 | +$77,607 | +2.73% | |
| One Degree Advisors Inc | 0.60% | 50,944 | $2,704,000 | $2,783,539 | +$79,539 | +2.94% | |
| Twin Peaks Wealth Advisors, Llc | 0.59% | 49,139 | $2,613,551 | $2,684,916 | +$71,365 | +2.73% | |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma | 0.02% | 43,122 | $2,293,525 | $2,356,152 | +$62,627 | +2.73% | |
| Summit Wealth & Retirement Planning, Inc. | 0.44% | 39,418 | $2,096,516 | $2,153,768 | +$57,252 | +2.73% | |
| Revolve Wealth Partners, Llc | 0.21% | 37,219 | $1,979,544 | $2,033,616 | +$54,072 | +2.73% | |
| Fidelity D & D Bancorp Inc | 0.60% | 32,817 | $1,745,435 | $1,793,095 | +$47,660 | +2.73% | |
| Magnolia Private Wealth, Llc | 0.93% | 31,966 | $1,700,150 | $1,746,597 | +$46,447 | +2.73% | |
| Royal Bank Of Canada | 0.00% | 29,555 | $1,572,000 | $1,614,862 | +$42,862 | +2.73% | |
| Regions Financial Corp | 0.01% | 27,580 | $1,466,895 | $1,506,949 | +$40,054 | +2.73% | |
| Aqr Capital Management Llc | 0.00% | 20,340 | $1,081,822 | $1,111,361 | +$29,539 | +2.73% | |
| Family Cfo Inc | 0.41% | 19,852 | $1,055,844 | $1,084,697 | +$28,853 | +2.73% | |
| Sherman Wealth Management Llc | 0.71% | 17,799 | $946,699 | $972,523 | +$25,824 | +2.73% | |
| Mercer Global Advisors Inc | 0.00% | 17,607 | $936,462 | $962,032 | +$25,570 | +2.73% | |
| Continuum Wealth Advisors, Llc | 0.28% | 15,437 | $821,071 | $843,465 | +$22,394 | +2.73% | |
| Prairiewood Capital, Llc | 0.21% | 15,388 | $818,440 | $840,788 | +$22,348 | +2.73% | |
| Blair William & Co/Il | 0.00% | 15,195 | $808,175 | $830,243 | +$22,068 | +2.73% | |
| Quarry Hill Advisors, Llc | 0.29% | 14,235 | $757,096 | $777,789 | +$20,693 | +2.73% | |
| Milwealth Group Llc | 0.15% | 12,789 | $680,207 | $698,781 | +$18,574 | +2.73% | |
| Savvy Advisors, Inc. | 0.01% | 12,154 | $646,445 | $664,085 | +$17,640 | +2.73% | |
| Schiavi & Co Llc | 0.14% | 9,817 | $522,154 | $536,393 | +$14,239 | +2.73% | |
| Cerity Partners Llc | 0.00% | 9,378 | $498,779 | $512,406 | +$13,627 | +2.73% | |
| Midwest Capital Advisors, Llc | 0.14% | 6,605 | $351,322 | $360,892 | +$9,570 | +2.72% | |
| Xy Planning Network, Inc. | 0.04% | 6,605 | $351,289 | $360,892 | +$9,603 | +2.73% | |
| Zwj Investment Counsel Inc | 0.01% | 5,104 | $271,475 | $278,878 | +$7,403 | +2.73% | |
| Citadel Advisors Llc | 0.00% | 4,385 | $233,225 | $239,593 | +$6,368 | +2.73% | |
| Farther Finance Advisors, Llc | 0.00% | 3,430 | $182,411 | $187,412 | +$5,001 | +2.74% | |
| Ubs Group Ag | 0.00% | 449 | $23,881 | $24,533 | +$652 | +2.73% |
Frequently asked questions about AAEQ
Who owns the most AAEQ stock?
The largest holders of AAEQ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ALPHA ARCHITCT US EQTY 2 ETF (AAEQ).
Is AAEQ widely held by superinvestors?
Many widely followed stocks like AAEQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AAEQ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.