ALPHA ARCHI INTL QT VLU ETF (IVAL) Institutional Shareholders

ALPHA ARCHI INTL QT VLU ETF (IVAL) 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 $100.06M in IVAL holdings during the latest filing period.

Revolve Wealth Partners, Llc is currently the largest disclosed institutional shareholder of IVAL tracked by InsiderSet, reporting ownership valued at approximately $43.23M 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 $46.85M, representing an estimated gain of +8.37% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed IVAL value among the investors covered in this analysis. Major shareholders include Revolve Wealth Partners, Llc, Empowered Funds, Llc, Empirical Finance, Llc, and several other long-term asset managers with concentrated positions in ALPHA ARCHI INTL QT VLU ETF (IVAL).

This page ranks the largest institutional IVAL 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

34

Total Reported Value

$100.06M

Largest Holder

Revolve Wealth Partners, Llc

Largest Position

$43.23M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

42

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Revolve Wealth Partners, Llc4.50%1,268,919$43,232,054$46,848,997+$3,616,943+8.37%
Empowered Funds, Llc0.04%218,580$7,447,020$8,070,061+$623,041+8.37%
Empirical Finance, Llc0.24%172,106$5,863,651$6,354,222+$490,571+8.37%
One Plus One Wealth Management, Llc2.27%152,449$5,193,937$5,628,478+$434,541+8.37%
Kathmere Capital Management, Llc0.26%143,563$4,891,185$5,300,403+$409,218+8.37%
Savvy Advisors, Inc.0.10%131,099$4,466,527$4,840,228+$373,701+8.37%
One Degree Advisors Inc0.94%123,872$4,196,000$4,573,404+$377,404+8.99%
Royal Harbor Partners, Llc1.17%110,812$3,775,365$4,091,223+$315,858+8.37%
Stratos Wealth Advisors, Llc0.20%106,179$3,617,541$3,920,171+$302,630+8.37%
Vestment Financial Llc1.30%84,126$2,906,548$3,105,966+$199,418+6.86%
Stokes Family Office, Llc0.20%50,762$1,729,461$1,874,153+$144,692+8.37%
Warren Street Wealth Advisors, Llc0.36%47,237$1,609,350$1,744,009+$134,659+8.37%
Valley Financial Group, Inc.0.75%44,536$1,517,353$1,644,287+$126,934+8.37%
Jane Street Group, Llc0.00%42,101$1,434,381$1,554,386+$120,005+8.37%
Vise Technologies, Inc.0.02%40,838$1,391,347$1,507,755+$116,408+8.37%
Aqr Capital Management Llc0.00%32,750$1,115,793$1,209,143+$93,350+8.37%
Baker Boyer National Bank0.27%29,296$998,115$1,081,620+$83,505+8.37%
L.K. Benson & Company, P.C.0.29%28,262$962,833$1,043,444+$80,611+8.37%
Innova Wealth Partners0.37%26,139$890,567$965,062+$74,495+8.36%
Well Done, Llc0.10%22,492$766,303$830,414+$64,111+8.37%
Xy Planning Network, Inc.0.07%16,060$547,153$592,942+$45,789+8.37%
Quarry Hill Advisors, Llc0.14%10,826$368,827$399,700+$30,873+8.37%
Lpl Financial Llc0.00%9,707$330,718$358,386+$27,668+8.37%
Raymond James Financial Inc0.00%9,028$307,584$333,317+$25,733+8.37%
Old Mission Capital Llc0.01%8,732$297,499$322,389+$24,890+8.37%
Royal Bank Of Canada0.00%2,743$93,000$101,273+$8,273+8.90%
Federation Des Caisses Desjardins Du Quebec0.00%1,671$56,797$61,694+$4,897+8.62%
O'Shaughnessy Asset Management, Llc0.00%1,255$42,758$46,335+$3,577+8.37%
Osaic Holdings, Inc.0.00%410$13,968$15,137+$1,169+8.37%
Vanguard Advisers Inc0.00%12$412$443+$31+7.54%
Aptus Capital Advisors, Llc0.00%8$273$295+$22+8.19%
Kilter Group Llc0.00%2$65$74+$9+13.60%
Wells Fargo & Company/Mn0.00%1$22$37+$15+67.82%
Manning & Napier Advisors Llc0.00%1$20$37+$17+84.60%
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Frequently asked questions about IVAL

  • Who owns the most IVAL stock?

    The largest holders of IVAL 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 ARCHI INTL QT VLU ETF (IVAL).

  • Is IVAL widely held by superinvestors?

    Many widely followed stocks like IVAL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IVAL 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.