ALPHA ARCH US QNT VALUE ETF (QVAL) Top Institutional Shareholders

ALPHA ARCH US QNT VALUE ETF (QVAL) 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 $278.54M in QVAL holdings during the latest filing period.

Strid Group, Llc is currently the largest disclosed institutional shareholder of QVAL tracked by InsiderSet, reporting ownership valued at approximately $88.76M 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 $93.96M, representing an estimated gain of +5.86% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed QVAL value among the investors covered in this analysis. Major shareholders include Strid Group, Llc, Valley Financial Group, Inc., Bwm Planning, Llc, and several other long-term asset managers with concentrated positions in ALPHA ARCH US QNT VALUE ETF (QVAL).

This page ranks the largest institutional QVAL 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

63

Total Reported Value

$278.54M

Largest Holder

Strid Group, Llc

Largest Position

$88.76M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

71

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Strid Group, Llc11.00%1,702,272$88,758,834$93,956,903+$5,198,069+5.86%
Valley Financial Group, Inc.9.24%328,410$17,123,760$18,126,590+$1,002,830+5.86%
Bwm Planning, Llc3.99%290,340$15,138,746$16,025,316+$886,570+5.86%
Empirical Finance, Llc0.68%275,814$14,381,328$15,223,554+$842,226+5.86%
Ethos Financial Group, Llc0.99%260,869$13,602,086$14,398,664+$796,578+5.86%
Cwm, Llc0.03%217,002$11,314,800$11,977,425+$662,625+5.86%
Stokes Family Office, Llc1.13%210,680$10,985,136$11,628,483+$643,347+5.86%
Waverly Advisors, Llc0.08%208,749$10,884,488$11,521,901+$637,413+5.86%
Northwestern Mutual Wealth Management Co0.01%186,509$9,724,850$10,294,364+$569,514+5.86%
Raymond James Financial Inc0.00%182,293$9,504,989$10,061,662+$556,673+5.86%
Kathmere Capital Management, Llc0.50%153,444$8,000,801$8,469,342+$468,541+5.86%
Well Done, Llc1.17%152,531$7,953,163$8,418,949+$465,786+5.86%
Stratos Wealth Advisors, Llc0.41%128,778$6,714,704$7,107,902+$393,198+5.86%
Royal Bank Of Canada0.00%112,437$5,863,000$6,205,960+$342,960+5.85%
Empowered Funds, Llc0.03%100,408$5,235,414$5,542,020+$306,606+5.86%
Lpl Financial Llc0.00%88,139$4,595,668$4,864,832+$269,164+5.86%
Jpl Wealth Management, Llc1.06%87,956$4,586,172$4,854,731+$268,559+5.86%
Vestment Financial Llc1.69%64,824$3,580,512$3,577,961-$2,551-0.07%
One Plus One Wealth Management, Llc1.49%67,627$3,526,167$3,732,672+$206,505+5.86%
Mariner, Llc0.00%57,995$3,023,934$3,201,034+$177,100+5.86%
Quarry Hill Advisors, Llc1.21%53,176$2,930,196$2,935,049+$4,853+0.17%
Onedigital Investment Advisors Llc0.03%50,497$2,632,982$2,787,182+$154,200+5.86%
L.K. Benson & Company, P.C.0.65%37,998$1,981,283$2,097,300+$116,017+5.86%
Equitable Holdings, Inc.0.01%34,892$1,702,555$1,925,864+$223,309+13.12%
Baker Boyer National Bank0.39%25,006$1,303,848$1,380,206+$76,358+5.86%
Xy Planning Network, Inc.0.21%24,845$1,302,657$1,371,320+$68,663+5.27%
Meredith Wealth Planning0.35%24,840$1,295,167$1,371,044+$75,877+5.86%
Innova Wealth Partners0.52%20,957$1,092,727$1,156,722+$63,995+5.86%
Warren Street Wealth Advisors, Llc0.25%19,026$992,058$1,050,140+$58,082+5.85%
Independent Advisor Alliance0.01%18,302$954,298$1,010,179+$55,881+5.86%
Redwood Family Wealth Llc0.90%17,509$912,975$966,409+$53,434+5.85%
Pathstone Holdings, Llc0.00%15,608$813,840$861,484+$47,644+5.85%
Quantinno Capital Management Lp0.00%12,361$644,520$682,265+$37,745+5.86%
Belpointe Asset Management Llc0.02%12,105$631,201$668,135+$36,934+5.85%
Aspect Partners, Llc0.17%8,077$421,138$445,810+$24,672+5.86%
Lbmc Investment Advisors, Llc0.03%8,000$417,132$441,560+$24,428+5.86%
Aqr Capital Management Llc0.00%7,410$386,352$408,995+$22,643+5.86%
Gwn Securities Inc.0.07%6,642$346,364$366,605+$20,241+5.84%
Commonwealth Equity Services, Llc0.00%6,500$338,920$358,768+$19,848+5.86%
Almanack Investment Partners, Llc.0.06%6,354$331,306$350,709+$19,403+5.86%
O'Shaughnessy Asset Management, Llc0.00%6,116$318,897$337,573+$18,676+5.86%
Vise Technologies, Inc.0.01%6,016$293,551$332,053+$38,502+13.12%
Intrepid Financial Planning Group Llc0.11%5,300$276,349$292,534+$16,185+5.86%
Quantify Chaos Advisors, Llc0.82%5,056$263,602$279,066+$15,464+5.87%
Moisand Fitzgerald Tamayo, Llc0.02%4,430$230,987$244,514+$13,527+5.86%
Mill Creek Capital Advisors, Llc0.00%4,313$224,886$238,056+$13,170+5.86%
Leavell Investment Management, Inc.0.01%4,245$221,340$234,303+$12,963+5.86%
Cetera Investment Advisers0.00%4,022$209,713$221,994+$12,281+5.86%
Federation Des Caisses Desjardins Du Quebec0.00%2,843$148,035$156,919+$8,884+6.00%
Srh Advisors, Llc0.04%2,400$125,139$132,468+$7,329+5.86%

Frequently asked questions about QVAL

  • Who owns the most QVAL stock?

    The largest holders of QVAL 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 ARCH US QNT VALUE ETF (QVAL).

  • Is QVAL widely held by superinvestors?

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