AAUA Institutional Ownership & Shareholders
ALPHA ARCHITECT US EQU 3 ETF (AAUA) is currently held by 39 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $254.56M 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 AAUA tracked by InsiderSet, reporting ownership valued at approximately $110.08M 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 $110.41M, representing an estimated gain of +0.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed AAUA value among the investors covered in this analysis. Major shareholders include Cache Advisors, Llc, Blb&B Advisors, Llc, Relyea Zuckerberg Hanson Llc, and several other long-term asset managers with concentrated positions in ALPHA ARCHITECT US EQU 3 ETF (AAUA).
This page ranks the largest institutional AAUA 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
39
Total Reported Value
$254.56M
Largest Holder
Cache Advisors, Llc
Largest Position
$110.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cache Advisors, Llc | 6.74% | 1,872,926 | $110,076,356 | $110,406,927 | +$330,571 | +0.30% | |
| Blb&B Advisors, Llc | 1.79% | 847,442 | $49,806,201 | $49,955,774 | +$149,573 | +0.30% | |
| Relyea Zuckerberg Hanson Llc | 1.65% | 338,303 | $19,882,894 | $19,942,590 | +$59,696 | +0.30% | |
| Kathmere Capital Management, Llc | 0.63% | 221,231 | $13,002,250 | $13,041,324 | +$39,074 | +0.30% | |
| Quantinno Capital Management Lp | 0.01% | 173,666 | $9,885,579 | $10,237,420 | +$351,841 | +3.56% | |
| Everest Management Corp. | 2.37% | 111,578 | $6,351,347 | $6,577,400 | +$226,053 | +3.56% | |
| Ledyard National Bank | 0.43% | 91,951 | $5,404,181 | $5,420,410 | +$16,229 | +0.30% | |
| Family Cfo Inc | 1.38% | 63,129 | $3,593,502 | $3,721,385 | +$127,883 | +3.56% | |
| Revolve Wealth Partners, Llc | 0.27% | 43,063 | $2,530,904 | $2,538,516 | +$7,612 | +0.30% | |
| Perigon Wealth Management, Llc | 0.04% | 41,753 | $2,453,953 | $2,461,293 | +$7,340 | +0.30% | |
| Summit Wealth & Retirement Planning, Inc. | 0.49% | 40,458 | $2,302,992 | $2,384,955 | +$81,963 | +3.56% | |
| Voisard Asset Management Group, Inc. | 0.42% | 38,601 | $2,268,687 | $2,275,486 | +$6,799 | +0.30% | |
| Downshift Financial, Llc | 0.91% | 35,307 | $2,075,055 | $2,081,309 | +$6,254 | +0.30% | |
| Jpl Wealth Management, Llc | 0.41% | 36,070 | $2,053,230 | $2,126,287 | +$73,057 | +3.56% | |
| Meridian Wealth Management, Llc | 0.06% | 34,568 | $1,967,705 | $2,037,746 | +$70,041 | +3.56% | |
| Foundry Financial Llc | 0.55% | 29,860 | $1,754,944 | $1,760,214 | +$5,270 | +0.30% | |
| Farther Finance Advisors, Llc | 0.01% | 28,150 | $1,654,419 | $1,659,412 | +$4,993 | +0.30% | |
| One Degree Advisors Inc | 0.37% | 29,094 | $1,654,000 | $1,715,059 | +$61,059 | +3.69% | |
| Royal Bank Of Canada | 0.00% | 28,201 | $1,605,000 | $1,662,418 | +$57,418 | +3.58% | |
| Beacon Pointe Advisors, Llc | 0.01% | 25,840 | $1,470,878 | $1,523,240 | +$52,362 | +3.56% | |
| Almanack Investment Partners, Llc. | 0.18% | 25,485 | $1,450,704 | $1,502,313 | +$51,609 | +3.56% | |
| Newedge Advisors, Llc | 0.00% | 23,467 | $1,335,832 | $1,383,354 | +$47,522 | +3.56% | |
| Meredith Wealth Planning | 0.29% | 19,556 | $1,149,375 | $1,152,805 | +$3,430 | +0.30% | |
| Mercer Global Advisors Inc | 0.00% | 19,462 | $1,107,842 | $1,147,263 | +$39,421 | +3.56% | |
| Bouchey Financial Group Ltd | 0.07% | 17,822 | $1,014,487 | $1,050,587 | +$36,100 | +3.56% | |
| Dhjj Financial Advisors, Ltd. | 0.18% | 10,613 | $623,731 | $625,625 | +$1,894 | +0.30% | |
| Prairiewood Capital, Llc | 0.14% | 9,376 | $551,025 | $552,705 | +$1,680 | +0.30% | |
| Cerity Partners Llc | 0.00% | 9,672 | $550,580 | $570,154 | +$19,574 | +3.56% | |
| Citadel Advisors Llc | 0.00% | 8,654 | $492,610 | $510,144 | +$17,534 | +3.56% | |
| Snowden Capital Advisors Llc | 0.01% | 6,776 | $385,693 | $399,438 | +$13,745 | +3.56% | |
| Rockwood Wealth Management, Llc | 0.02% | 6,351 | $373,264 | $374,384 | +$1,120 | +0.30% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.00% | 5,550 | $326,201 | $327,166 | +$965 | +0.30% | |
| Cambria Investment Management, L.P. | 0.01% | 4,641 | $264,179 | $273,582 | +$9,403 | +3.56% | |
| Empowered Funds, Llc | 0.00% | 4,641 | $264,179 | $273,582 | +$9,403 | +3.56% | |
| Quarry Hill Advisors, Llc | 0.10% | 4,497 | $255,987 | $265,093 | +$9,106 | +3.56% | |
| Causey Wealth Llc | 0.08% | 3,641 | $207,282 | $214,633 | +$7,351 | +3.55% | |
| Milwealth Group Llc | 0.04% | 2,995 | $170,484 | $176,552 | +$6,068 | +3.56% | |
| Southstate Bank Corp | 0.00% | 621 | $35,361 | $36,607 | +$1,246 | +3.52% |
Frequently asked questions about AAUA
Who are the largest institutional holders of AAUA?
The largest institutional holders of AAUA reported in the latest SEC Form 13F filings include Cache Advisors, Llc, Blb&B Advisors, Llc, Relyea Zuckerberg Hanson Llc, Kathmere Capital Management, Llc, and Quantinno Capital Management Lp. InsiderSet ranks institutional holders by their latest reported AAUA position.
What is AAUA institutional ownership?
This page tracks AAUA positions reported by institutional investment managers through SEC Form 13F. ALPHA ARCHITECT US EQU 3 ETF (AAUA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AAUA?
InsiderSet currently tracks 39 institutional managers reporting AAUA 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 AAUA shareholders.
How much AAUA stock do institutions own?
Institutional investment managers disclosed approximately $254.56M in AAUA holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AAUA institutional ownership last updated?
The latest AAUA 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 AAUA 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 AAUA position after the reporting date.
Are institutions buying or selling AAUA?
Institutional buying and selling can be analyzed by comparing AAUA positions across consecutive 13F reporting periods. InsiderSet's AAUA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AAUA ownership changes.
How has AAUA institutional ownership changed over time?
InsiderSet tracks AAUA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.