IVAL Institutional Ownership & Shareholders
ALPHA ARCHI INTL QT VLU ETF (IVAL) is currently held by 36 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $107.59M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Revolve Wealth Partners, Llc is currently the largest disclosed institutional shareholder of IVAL tracked by InsiderSet, reporting ownership valued at approximately $47.52M 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 $48.25M, representing an estimated gain of +1.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% 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
36
Total Reported Value
$107.59M
Largest Holder
Revolve Wealth Partners, Llc
Largest Position
$47.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
44
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 | 4.98% | 1,317,677 | $47,515,418 | $48,254,518 | +$739,100 | +1.56% | |
| Empowered Funds, Llc | 0.04% | 218,580 | $7,447,020 | $8,004,596 | +$557,576 | +7.49% | |
| Empirical Finance, Llc | 0.24% | 172,106 | $5,863,651 | $6,302,677 | +$439,026 | +7.49% | |
| One Plus One Wealth Management, Llc | 2.38% | 156,291 | $5,635,853 | $5,723,517 | +$87,664 | +1.56% | |
| Kathmere Capital Management, Llc | 0.26% | 149,734 | $5,399,423 | $5,483,394 | +$83,971 | +1.56% | |
| Savvy Advisors, Inc. | 0.10% | 131,099 | $4,466,527 | $4,800,963 | +$334,436 | +7.49% | |
| One Degree Advisors Inc | 0.94% | 123,872 | $4,196,000 | $4,536,304 | +$340,304 | +8.11% | |
| Royal Harbor Partners, Llc | 1.24% | 112,359 | $4,051,666 | $4,114,688 | +$63,022 | +1.56% | |
| Stratos Wealth Advisors, Llc | 0.20% | 106,179 | $3,617,541 | $3,888,371 | +$270,830 | +7.49% | |
| Vestment Financial Llc | 1.34% | 83,816 | $2,994,324 | $3,069,417 | +$75,093 | +2.51% | |
| Vise Technologies, Inc. | 0.02% | 64,277 | $2,317,838 | $2,353,882 | +$36,044 | +1.56% | |
| Warren Street Wealth Advisors, Llc | 0.35% | 48,541 | $1,750,400 | $1,777,615 | +$27,215 | +1.55% | |
| Stokes Family Office, Llc | 0.20% | 50,762 | $1,729,461 | $1,858,950 | +$129,489 | +7.49% | |
| Valley Financial Group, Inc. | 0.75% | 44,536 | $1,517,353 | $1,630,948 | +$113,595 | +7.49% | |
| Jane Street Group, Llc | 0.00% | 42,101 | $1,434,381 | $1,541,777 | +$107,396 | +7.49% | |
| L.K. Benson & Company, P.C. | 0.35% | 32,864 | $1,185,063 | $1,203,509 | +$18,446 | +1.56% | |
| Aqr Capital Management Llc | 0.00% | 32,750 | $1,115,793 | $1,199,334 | +$83,541 | +7.49% | |
| Innova Wealth Partners | 0.44% | 30,715 | $1,107,575 | $1,124,811 | +$17,236 | +1.56% | |
| Well Done, Llc | 0.15% | 30,500 | $1,099,830 | $1,116,937 | +$17,107 | +1.56% | |
| Baker Boyer National Bank | 0.27% | 29,296 | $998,115 | $1,072,846 | +$74,731 | +7.49% | |
| Xy Planning Network, Inc. | 0.06% | 15,732 | $567,310 | $576,120 | +$8,810 | +1.55% | |
| Quarry Hill Advisors, Llc | 0.15% | 10,826 | $390,370 | $396,458 | +$6,088 | +1.56% | |
| Lpl Financial Llc | 0.00% | 9,707 | $330,718 | $355,479 | +$24,761 | +7.49% | |
| Raymond James Financial Inc | 0.00% | 9,028 | $307,584 | $330,613 | +$23,029 | +7.49% | |
| Old Mission Capital Llc | 0.01% | 8,732 | $297,499 | $319,774 | +$22,275 | +7.49% | |
| Royal Bank Of Canada | 0.00% | 2,743 | $93,000 | $100,451 | +$7,451 | +8.01% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 1,671 | $56,797 | $61,194 | +$4,397 | +7.74% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 1,255 | $42,758 | $45,959 | +$3,201 | +7.49% | |
| United Financial Planning Group Llc | 0.01% | 658 | $23,727 | $24,097 | +$370 | +1.56% | |
| Birch Financial Group, Llc | 0.01% | 600 | $21,652 | $21,973 | +$321 | +1.48% | |
| Osaic Holdings, Inc. | 0.00% | 410 | $13,968 | $15,015 | +$1,047 | +7.49% | |
| Vanguard Advisers Inc | 0.00% | 12 | $412 | $439 | +$27 | +6.66% | |
| Aptus Capital Advisors, Llc | 0.00% | 8 | $273 | $293 | +$20 | +7.31% | |
| Kilter Group Llc | 0.00% | 2 | $65 | $73 | +$8 | +12.68% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $22 | $37 | +$15 | +66.46% | |
| Manning & Napier Advisors Llc | 0.00% | 1 | $20 | $37 | +$17 | +83.10% |
Frequently asked questions about IVAL
Who are the largest institutional holders of IVAL?
The largest institutional holders of IVAL reported in the latest SEC Form 13F filings include Revolve Wealth Partners, Llc, Empowered Funds, Llc, Empirical Finance, Llc, One Plus One Wealth Management, Llc, and Kathmere Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported IVAL position.
What is IVAL institutional ownership?
This page tracks IVAL positions reported by institutional investment managers through SEC Form 13F. ALPHA ARCHI INTL QT VLU ETF (IVAL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IVAL?
InsiderSet currently tracks 36 institutional managers reporting IVAL 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 IVAL shareholders.
How much IVAL stock do institutions own?
Institutional investment managers disclosed approximately $107.59M in IVAL holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IVAL institutional ownership last updated?
The latest IVAL 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 IVAL 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 IVAL position after the reporting date.
Are institutions buying or selling IVAL?
Institutional buying and selling can be analyzed by comparing IVAL positions across consecutive 13F reporting periods. InsiderSet's IVAL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IVAL ownership changes.
How has IVAL institutional ownership changed over time?
InsiderSet tracks IVAL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.