AAUS Institutional Ownership & Shareholders
ALPHA ARCHITECT US EQY ETF (AAUS) is currently held by 30 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $326.71M 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 AAUS tracked by InsiderSet, reporting ownership valued at approximately $169.74M 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 $161.25M, representing an estimated loss of -5.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed AAUS value among the investors covered in this analysis. Major shareholders include Cache Advisors, Llc, Seed Wealth Management, Inc., Relyea Zuckerberg Hanson Llc, and several other long-term asset managers with concentrated positions in ALPHA ARCHITECT US EQY ETF (AAUS).
This page ranks the largest institutional AAUS 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
30
Total Reported Value
$326.71M
Largest Holder
Cache Advisors, Llc
Largest Position
$169.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cache Advisors, Llc | 10.40% | 2,753,833 | $169,736,903 | $161,254,822 | -$8,482,081 | -5.00% | |
| Seed Wealth Management, Inc. | 25.95% | 670,463 | $41,325,042 | $39,259,967 | -$2,065,075 | -5.00% | |
| Relyea Zuckerberg Hanson Llc | 2.23% | 437,528 | $26,967,748 | $25,620,108 | -$1,347,640 | -5.00% | |
| Plancorp, Llc | 0.27% | 198,075 | $12,024,873 | $11,598,579 | -$426,294 | -3.55% | |
| Sageworth Trust Co | 0.41% | 177,900 | $10,965,151 | $10,417,201 | -$547,950 | -5.00% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 172,768 | $10,792,126 | $10,116,689 | -$675,437 | -6.26% | |
| Aqr Capital Management Llc | 0.00% | 172,768 | $10,321,817 | $10,116,689 | -$205,128 | -1.99% | |
| One Degree Advisors Inc | 1.83% | 137,571 | $8,212,000 | $8,055,676 | -$156,324 | -1.90% | |
| United Capital Financial Advisors, Llc | 0.04% | 106,762 | $6,376,725 | $6,251,609 | -$125,116 | -1.96% | |
| Soundwatch Capital Llc | 0.64% | 94,303 | $5,864,664 | $5,522,054 | -$342,610 | -5.84% | |
| Quarry Hill Advisors, Llc | 0.88% | 38,450 | $2,369,911 | $2,251,497 | -$118,414 | -5.00% | |
| Jpl Wealth Management, Llc | 0.42% | 35,428 | $2,116,580 | $2,074,540 | -$42,040 | -1.99% | |
| Creative Planning | 0.00% | 31,526 | $1,943,152 | $1,846,052 | -$97,100 | -5.00% | |
| Frankly Finances, Llc | 1.51% | 31,331 | $1,931,266 | $1,834,634 | -$96,632 | -5.00% | |
| Flatrock Wealth Partners Llc | 0.73% | 31,250 | $1,866,999 | $1,829,891 | -$37,108 | -1.99% | |
| Royal Bank Of Canada | 0.00% | 28,196 | $1,685,000 | $1,651,059 | -$33,941 | -2.01% | |
| Almanack Investment Partners, Llc. | 0.18% | 24,443 | $1,506,585 | $1,431,297 | -$75,288 | -5.00% | |
| L.K. Benson & Company, P.C. | 0.43% | 23,439 | $1,444,717 | $1,372,506 | -$72,211 | -5.00% | |
| Revolve Wealth Partners, Llc | 0.15% | 23,350 | $1,439,224 | $1,367,294 | -$71,930 | -5.00% | |
| Schiavi & Co Llc | 0.31% | 19,362 | $1,156,759 | $1,133,771 | -$22,988 | -1.99% | |
| Ledyard National Bank | 0.09% | 18,688 | $1,151,865 | $1,094,304 | -$57,561 | -5.00% | |
| Sherman Wealth Management Llc | 0.77% | 17,545 | $1,081,387 | $1,027,374 | -$54,013 | -4.99% | |
| Summit Wealth & Retirement Planning, Inc. | 0.20% | 15,504 | $926,290 | $907,860 | -$18,430 | -1.99% | |
| Savvy Advisors, Inc. | 0.02% | 14,426 | $861,885 | $844,736 | -$17,149 | -1.99% | |
| Perigon Wealth Management, Llc | 0.01% | 10,281 | $633,706 | $602,019 | -$31,687 | -5.00% | |
| Cambria Investment Management, L.P. | 0.03% | 8,654 | $517,023 | $506,748 | -$10,275 | -1.99% | |
| Empowered Funds, Llc | 0.00% | 8,654 | $517,023 | $506,748 | -$10,275 | -1.99% | |
| Truepoint, Inc. | 0.01% | 7,874 | $470,423 | $461,074 | -$9,349 | -1.99% | |
| Parkside Financial Bank & Trust | 0.01% | 3,635 | $224,025 | $212,853 | -$11,172 | -4.99% | |
| Evolution Wealth Management Inc. | 0.05% | 1,290 | $79,511 | $75,538 | -$3,973 | -5.00% |
Frequently asked questions about AAUS
Who are the largest institutional holders of AAUS?
The largest institutional holders of AAUS reported in the latest SEC Form 13F filings include Cache Advisors, Llc, Seed Wealth Management, Inc., Relyea Zuckerberg Hanson Llc, Plancorp, Llc, and Sageworth Trust Co. InsiderSet ranks institutional holders by their latest reported AAUS position.
What is AAUS institutional ownership?
This page tracks AAUS positions reported by institutional investment managers through SEC Form 13F. ALPHA ARCHITECT US EQY ETF (AAUS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AAUS?
InsiderSet currently tracks 30 institutional managers reporting AAUS 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 AAUS shareholders.
How much AAUS stock do institutions own?
Institutional investment managers disclosed approximately $326.71M in AAUS holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AAUS institutional ownership last updated?
The latest AAUS 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 AAUS 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 AAUS position after the reporting date.
Are institutions buying or selling AAUS?
Institutional buying and selling can be analyzed by comparing AAUS positions across consecutive 13F reporting periods. InsiderSet's AAUS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AAUS ownership changes.
How has AAUS institutional ownership changed over time?
InsiderSet tracks AAUS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.