ALPHA ARCHI INTL QT VLU ETF (IVAL) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $105.29M 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 $42.18M in its March 31, 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 $44.00M, representing an estimated gain of +4.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed IVAL value among the investors covered in this analysis. Major shareholders include Revolve Wealth Partners, Llc, Hightower Advisors, 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
35
Total Reported Value
$105.29M
Largest Holder
Revolve Wealth Partners, Llc
Largest Position
$42.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Revolve Wealth Partners, Llc | 5.48% | 1,242,115 | $42,182,108 | $44,001,551 | +$1,819,443 | +4.31% | |
| Hightower Advisors, Llc | 0.01% | 304,274 | $10,333,115 | $10,778,815 | +$445,700 | +4.31% | |
| Empirical Finance, Llc | 0.47% | 294,873 | $10,013,858 | $10,445,788 | +$431,930 | +4.31% | |
| One Plus One Wealth Management, Llc | 2.80% | 195,357 | $6,634,304 | $6,920,463 | +$286,159 | +4.31% | |
| Empowered Funds, Llc | 0.04% | 189,662 | $6,440,903 | $6,718,719 | +$277,816 | +4.31% | |
| Kathmere Capital Management, Llc | 0.29% | 139,272 | $4,729,677 | $4,933,669 | +$203,992 | +4.31% | |
| Savvy Advisors, Inc. | 0.11% | 122,506 | $4,160,296 | $4,339,738 | +$179,442 | +4.31% | |
| Royal Harbor Partners, Llc | 1.27% | 110,687 | $3,758,920 | $3,921,054 | +$162,134 | +4.31% | |
| Stratos Wealth Advisors, Llc | 0.21% | 102,848 | $3,492,714 | $3,643,360 | +$150,646 | +4.31% | |
| Vestment Financial Llc | 1.37% | 81,971 | $2,904,669 | $2,903,798 | -$871 | -0.03% | |
| Warren Street Wealth Advisors, Llc | 0.40% | 45,510 | $1,545,526 | $1,612,178 | +$66,652 | +4.31% | |
| Valley Financial Group, Inc. | 0.82% | 44,872 | $1,523,850 | $1,589,577 | +$65,727 | +4.31% | |
| Aqr Capital Management Llc | 0.00% | 32,750 | $1,112,187 | $1,160,159 | +$47,972 | +4.31% | |
| L.K. Benson & Company, P.C. | 0.34% | 30,027 | $1,019,723 | $1,063,697 | +$43,974 | +4.31% | |
| Baker Boyer National Bank | 0.30% | 29,069 | $987,180 | $1,029,761 | +$42,581 | +4.31% | |
| Well Done, Llc | 0.11% | 22,243 | $755,371 | $787,952 | +$32,581 | +4.31% | |
| Innova Wealth Partners | 0.31% | 19,143 | $650,094 | $678,135 | +$28,041 | +4.31% | |
| Xy Planning Network, Inc. | 0.10% | 18,169 | $627,537 | $643,631 | +$16,094 | +2.56% | |
| Stokes Family Office, Llc | 0.04% | 11,887 | $403,681 | $421,093 | +$17,412 | +4.31% | |
| Quarry Hill Advisors, Llc | 0.16% | 10,845 | $386,229 | $384,181 | -$2,048 | -0.53% | |
| Ameriprise Financial Inc | 0.00% | 10,518 | $357,190 | $372,597 | +$15,407 | +4.31% | |
| Lpl Financial Llc | 0.00% | 9,883 | $335,619 | $350,102 | +$14,483 | +4.32% | |
| Royal Bank Of Canada | 0.00% | 9,419 | $320,000 | $333,665 | +$13,665 | +4.27% | |
| Raymond James Financial Inc | 0.00% | 8,393 | $285,025 | $297,320 | +$12,295 | +4.31% | |
| Sax Wealth Advisors, Llc | 0.01% | 6,405 | $201,495 | $226,895 | +$25,400 | +12.61% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 1,688 | $57,324 | $59,797 | +$2,473 | +4.31% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 1,671 | $56,680 | $59,195 | +$2,515 | +4.44% | |
| Osaic Holdings, Inc. | 0.00% | 410 | $13,923 | $14,524 | +$601 | +4.32% | |
| One Degree Advisors Inc | 1.05% | 118,150 | $4,012 | $4,185,428 | +$4,181,416 | +104222.74% | |
| Vanguard Advisers Inc | 0.00% | 12 | $411 | $425 | +$14 | +3.43% | |
| Aptus Capital Advisors, Llc | 0.00% | 8 | $272 | $283 | +$11 | +4.19% | |
| Guardian Wealth Advisors, Llc / Nc | 0.00% | 8 | $272 | $283 | +$11 | +4.19% | |
| Kilter Group Llc | 0.00% | 2 | $65 | $71 | +$6 | +9.00% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $32 | $35 | +$3 | +10.70% | |
| Manning & Napier Advisors Llc | 0.00% | 1 | $19 | $35 | +$16 | +86.45% |
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.