AAUB Institutional Ownership & Shareholders
ALPHA ARCHITCT US EQTY 4 ETF (AAUB) is currently held by 19 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $438.09M 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 AAUB tracked by InsiderSet, reporting ownership valued at approximately $267.18M 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 $260.23M, representing an estimated loss of -2.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed AAUB value among the investors covered in this analysis. Major shareholders include Cache Advisors, Llc, Inscription Capital, Llc, Blb&B Advisors, Llc, and several other long-term asset managers with concentrated positions in ALPHA ARCHITCT US EQTY 4 ETF (AAUB).
This page ranks the largest institutional AAUB 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
19
Total Reported Value
$438.09M
Largest Holder
Cache Advisors, Llc
Largest Position
$267.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cache Advisors, Llc | 16.36% | 5,211,022 | $267,177,436 | $260,225,411 | -$6,952,025 | -2.60% | |
| Inscription Capital, Llc | 8.07% | 1,424,257 | $73,023,952 | $71,123,834 | -$1,900,118 | -2.60% | |
| Blb&B Advisors, Llc | 0.56% | 303,051 | $15,537,910 | $15,133,609 | -$404,301 | -2.60% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.21% | 294,745 | $15,112,038 | $14,718,828 | -$393,210 | -2.60% | |
| Creative Planning | 0.01% | 263,311 | $13,500,387 | $13,149,093 | -$351,294 | -2.60% | |
| Relyea Zuckerberg Hanson Llc | 1.04% | 244,544 | $12,538,142 | $12,211,916 | -$326,226 | -2.60% | |
| Balance Wealth, Llc | 2.96% | 240,095 | $12,310,053 | $11,989,744 | -$320,309 | -2.60% | |
| Family Cfo Inc | 2.57% | 129,397 | $6,634,388 | $6,461,763 | -$172,625 | -2.60% | |
| Ledyard National Bank | 0.49% | 121,652 | $6,237,293 | $6,074,997 | -$162,296 | -2.60% | |
| Morling Financial Advisors, Llc | 1.20% | 86,922 | $4,456,655 | $4,340,667 | -$115,988 | -2.60% | |
| Trellis Wealth Advisors Llc | 0.89% | 51,792 | $2,655,435 | $2,586,363 | -$69,072 | -2.60% | |
| Ethos Financial Group, Llc | 0.17% | 51,719 | $2,488,454 | $2,582,718 | +$94,264 | +3.79% | |
| Cfs Investment Advisory Services, Llc | 0.11% | 33,731 | $1,759,153 | $1,684,442 | -$74,711 | -4.25% | |
| Flower City Capital | 0.64% | 29,229 | $1,498,619 | $1,459,623 | -$38,996 | -2.60% | |
| Continuum Wealth Advisors, Llc | 0.33% | 19,626 | $1,006,245 | $980,073 | -$26,172 | -2.60% | |
| First Pacific Financial | 0.08% | 15,521 | $795,790 | $775,080 | -$20,710 | -2.60% | |
| Vise Technologies, Inc. | 0.00% | 11,468 | $587,972 | $572,683 | -$15,289 | -2.60% | |
| Meredith Wealth Planning | 0.13% | 10,445 | $535,516 | $521,597 | -$13,919 | -2.60% | |
| Rockwood Wealth Management, Llc | 0.01% | 4,535 | $232,517 | $226,467 | -$6,050 | -2.60% |
Frequently asked questions about AAUB
Who are the largest institutional holders of AAUB?
The largest institutional holders of AAUB reported in the latest SEC Form 13F filings include Cache Advisors, Llc, Inscription Capital, Llc, Blb&B Advisors, Llc, Empirical Financial Services, Llc D.B.A. Empirical Wealth Management, and Creative Planning. InsiderSet ranks institutional holders by their latest reported AAUB position.
What is AAUB institutional ownership?
This page tracks AAUB positions reported by institutional investment managers through SEC Form 13F. ALPHA ARCHITCT US EQTY 4 ETF (AAUB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AAUB?
InsiderSet currently tracks 19 institutional managers reporting AAUB 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 AAUB shareholders.
How much AAUB stock do institutions own?
Institutional investment managers disclosed approximately $438.09M in AAUB holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AAUB institutional ownership last updated?
The latest AAUB 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 AAUB 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 AAUB position after the reporting date.
Are institutions buying or selling AAUB?
Institutional buying and selling can be analyzed by comparing AAUB positions across consecutive 13F reporting periods. InsiderSet's AAUB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AAUB ownership changes.
How has AAUB institutional ownership changed over time?
InsiderSet tracks AAUB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.