ALPHA ARCH US QNT VALUE ETF (QVAL) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $295.64M 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 $100.98M 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 $106.48M, representing an estimated gain of +5.45% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 73% 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

64

Total Reported Value

$295.64M

Largest Holder

Strid Group, Llc

Largest Position

$100.98M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 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, Llc11.21%1,821,009$100,976,457$106,476,581+$5,500,124+5.45%
Valley Financial Group, Inc.9.24%328,410$17,123,760$19,202,527+$2,078,767+12.14%
Bwm Planning, Llc3.87%300,787$16,678,666$17,587,377+$908,711+5.45%
Empirical Finance, Llc0.68%275,814$14,381,328$16,127,176+$1,745,848+12.14%
Ethos Financial Group, Llc0.99%260,869$13,602,086$15,253,323+$1,651,237+12.14%
Cwm, Llc0.03%217,002$11,314,800$12,688,367+$1,373,567+12.14%
Stokes Family Office, Llc1.13%210,680$10,985,136$12,318,712+$1,333,576+12.14%
Waverly Advisors, Llc0.08%208,749$10,884,488$12,205,805+$1,321,317+12.14%
Northwestern Mutual Wealth Management Co0.01%186,509$9,724,850$10,905,405+$1,180,555+12.14%
Raymond James Financial Inc0.00%182,293$9,504,989$10,658,890+$1,153,901+12.14%
Well Done, Llc1.24%165,606$9,182,845$9,683,182+$500,337+5.45%
Kathmere Capital Management, Llc0.45%152,637$8,463,742$8,924,869+$461,127+5.45%
Stratos Wealth Advisors, Llc0.41%128,778$6,714,704$7,529,804+$815,100+12.14%
Royal Bank Of Canada0.00%112,437$5,863,000$6,574,326+$711,326+12.13%
Empowered Funds, Llc0.03%100,408$5,235,414$5,870,976+$635,562+12.14%
Lpl Financial Llc0.00%88,139$4,595,668$5,153,593+$557,925+12.14%
Jpl Wealth Management, Llc1.06%87,956$4,586,172$5,142,893+$556,721+12.14%
Vestment Financial Llc1.68%66,778$3,758,918$3,904,590+$145,672+3.88%
One Plus One Wealth Management, Llc1.57%64,813$3,593,881$3,789,694+$195,813+5.45%
Mariner, Llc0.00%57,995$3,023,934$3,391,037+$367,103+12.14%
Quarry Hill Advisors, Llc1.13%53,176$2,948,621$3,109,265+$160,644+5.45%
Onedigital Investment Advisors Llc0.03%50,497$2,632,982$2,952,620+$319,638+12.14%
L.K. Benson & Company, P.C.0.61%36,625$2,030,850$2,141,508+$110,658+5.45%
Equitable Holdings, Inc.0.01%34,892$1,702,555$2,040,177+$337,622+19.83%
Innova Wealth Partners0.64%27,922$1,548,257$1,632,633+$84,376+5.45%
Baker Boyer National Bank0.38%24,969$1,384,531$1,459,967+$75,436+5.45%
Meredith Wealth Planning0.33%24,883$1,379,785$1,454,939+$75,154+5.45%
Xy Planning Network, Inc.0.15%21,920$1,215,488$1,281,689+$66,201+5.45%
Warren Street Wealth Advisors, Llc0.24%19,545$1,083,743$1,142,820+$59,077+5.45%
Independent Advisor Alliance0.01%18,302$954,298$1,070,140+$115,842+12.14%
Redwood Family Wealth Llc0.90%17,509$912,975$1,023,772+$110,797+12.14%
Pathstone Holdings, Llc0.00%15,608$813,840$912,618+$98,778+12.14%
Commonwealth Equity Services, Llc0.00%12,461$690,960$728,610+$37,650+5.45%
Belpointe Asset Management Llc0.02%11,889$659,276$695,164+$35,888+5.44%
Quantinno Capital Management Lp0.00%12,361$644,520$722,763+$78,243+12.14%
Aspect Partners, Llc0.17%8,077$447,861$472,272+$24,411+5.45%
Lbmc Investment Advisors, Llc0.03%8,000$417,132$467,770+$50,638+12.14%
Aqr Capital Management Llc0.00%7,410$386,352$433,272+$46,920+12.14%
Almanack Investment Partners, Llc.0.04%6,354$352,329$371,526+$19,197+5.45%
Gwn Securities Inc.0.07%6,642$346,364$388,366+$42,002+12.13%
O'Shaughnessy Asset Management, Llc0.00%6,116$318,897$357,610+$38,713+12.14%
Vise Technologies, Inc.0.01%6,016$293,551$351,763+$58,212+19.83%
Quantify Chaos Advisors, Llc0.79%5,086$282,040$297,385+$15,345+5.44%
Intrepid Financial Planning Group Llc0.11%5,300$276,349$309,897+$33,548+12.14%
Leavell Investment Management, Inc.0.01%4,488$248,860$262,419+$13,559+5.45%
Moisand Fitzgerald Tamayo, Llc0.02%4,430$245,644$259,027+$13,383+5.45%
Mill Creek Capital Advisors, Llc0.00%4,313$224,886$252,186+$27,300+12.14%
Cetera Investment Advisers0.00%4,022$209,713$235,171+$25,458+12.14%
Foundry Financial Llc0.07%3,728$206,707$217,981+$11,274+5.45%
Federation Des Caisses Desjardins Du Quebec0.00%2,843$148,035$166,234+$18,199+12.29%

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.