QVAL Institutional Ownership & Shareholders
ALPHA ARCH US QNT VALUE ETF (QVAL) is currently held by 67 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $335.13M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Strid Group, Llc is currently the largest disclosed institutional shareholder of QVAL tracked by InsiderSet, reporting ownership valued at approximately $107.99M 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 $119.43M, representing an estimated gain of +10.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% 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
67
Total Reported Value
$335.13M
Largest Holder
Strid Group, Llc
Largest Position
$107.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
77
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Strid Group, Llc | 11.77% | 1,850,494 | $107,994,662 | $119,430,883 | +$11,436,221 | +10.59% | |
| Valley Financial Group, Inc. | 9.11% | 333,192 | $18,475,508 | $21,504,212 | +$3,028,704 | +16.39% | |
| Bwm Planning, Llc | 3.87% | 300,787 | $16,678,666 | $19,412,793 | +$2,734,127 | +16.39% | |
| Empirical Finance, Llc | 0.51% | 219,682 | $12,181,367 | $14,178,276 | +$1,996,909 | +16.39% | |
| Ethos Financial Group, Llc | 0.80% | 203,329 | $12,004,486 | $13,122,854 | +$1,118,368 | +9.32% | |
| Waverly Advisors, Llc | 0.07% | 208,210 | $11,545,251 | $13,437,873 | +$1,892,622 | +16.39% | |
| Cwm, Llc | 0.03% | 217,002 | $11,314,800 | $14,005,309 | +$2,690,509 | +23.78% | |
| Stillwater Private Wealth, Llc | 6.90% | 175,036 | $10,591,000 | $11,296,823 | +$705,823 | +6.66% | |
| One Degree Advisors Inc | 2.34% | 188,514 | $10,487,000 | $12,166,694 | +$1,679,694 | +16.02% | |
| Raymond James Financial Inc | 0.00% | 187,337 | $10,387,835 | $12,090,730 | +$1,702,895 | +16.39% | |
| Well Done, Llc | 1.37% | 171,203 | $9,991,403 | $11,049,442 | +$1,058,039 | +10.59% | |
| Kathmere Capital Management, Llc | 0.44% | 156,378 | $9,126,181 | $10,092,636 | +$966,455 | +10.59% | |
| D.A. Davidson & Co. | 0.05% | 145,701 | $8,503,093 | $9,403,543 | +$900,450 | +10.59% | |
| Vise Technologies, Inc. | 0.07% | 138,635 | $8,090,719 | $8,947,503 | +$856,784 | +10.59% | |
| Stokes Family Office, Llc | 0.85% | 131,695 | $7,302,475 | $8,499,595 | +$1,197,120 | +16.39% | |
| Jpl Wealth Management, Llc | 1.40% | 127,564 | $7,073,440 | $8,232,981 | +$1,159,541 | +16.39% | |
| Royal Bank Of Canada | 0.00% | 110,464 | $6,125,000 | $7,129,347 | +$1,004,347 | +16.40% | |
| Empowered Funds, Llc | 0.03% | 104,967 | $5,820,420 | $6,774,570 | +$954,150 | +16.39% | |
| Stratos Wealth Advisors, Llc | 0.30% | 97,797 | $5,422,864 | $6,311,818 | +$888,954 | +16.39% | |
| Lpl Financial Llc | 0.00% | 92,275 | $5,116,625 | $5,955,429 | +$838,804 | +16.39% | |
| Vestment Financial Llc | 1.79% | 68,238 | $4,008,962 | $4,404,081 | +$395,119 | +9.86% | |
| One Plus One Wealth Management, Llc | 1.63% | 66,010 | $3,852,337 | $4,260,285 | +$407,948 | +10.59% | |
| Mariner, Llc | 0.00% | 56,119 | $3,111,786 | $3,621,920 | +$510,134 | +16.39% | |
| Quarry Hill Advisors, Llc | 1.13% | 53,176 | $2,948,621 | $3,431,979 | +$483,358 | +16.39% | |
| Onedigital Investment Advisors Llc | 0.02% | 52,221 | $2,895,679 | $3,370,343 | +$474,664 | +16.39% | |
| L.K. Benson & Company, P.C. | 0.70% | 40,619 | $2,370,526 | $2,621,550 | +$251,024 | +10.59% | |
| Equitable Holdings, Inc. | 0.01% | 37,530 | $2,081,032 | $2,422,186 | +$341,154 | +16.39% | |
| Vista Investment Partners Ii, Llc | 0.75% | 31,899 | $1,861,594 | $2,058,761 | +$197,167 | +10.59% | |
| Innova Wealth Partners | 0.69% | 29,976 | $1,749,416 | $1,934,651 | +$185,235 | +10.59% | |
| Meredith Wealth Planning | 0.36% | 24,973 | $1,457,431 | $1,611,757 | +$154,326 | +10.59% | |
| Baker Boyer National Bank | 0.38% | 24,969 | $1,384,531 | $1,611,499 | +$226,968 | +16.39% | |
| Xy Planning Network, Inc. | 0.14% | 21,693 | $1,265,976 | $1,400,066 | +$134,090 | +10.59% | |
| Warren Street Wealth Advisors, Llc | 0.24% | 19,545 | $1,083,743 | $1,261,434 | +$177,691 | +16.40% | |
| Redwood Family Wealth Llc | 0.86% | 16,635 | $970,793 | $1,073,623 | +$102,830 | +10.59% | |
| Pathstone Holdings, Llc | 0.00% | 15,608 | $813,840 | $1,007,340 | +$193,500 | +23.78% | |
| Quantinno Capital Management Lp | 0.00% | 14,020 | $777,409 | $904,851 | +$127,442 | +16.39% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,468 | $727,610 | $804,685 | +$77,075 | +10.59% | |
| Centaurus Financial, Inc. | 0.03% | 12,191 | $676,000 | $786,807 | +$110,807 | +16.39% | |
| Belpointe Asset Management Llc | 0.02% | 11,889 | $659,276 | $767,316 | +$108,040 | +16.39% | |
| Independent Advisor Alliance | 0.01% | 9,550 | $529,548 | $616,357 | +$86,809 | +16.39% | |
| Aspect Partners, Llc | 0.18% | 8,077 | $471,364 | $521,290 | +$49,926 | +10.59% | |
| Lbmc Investment Advisors, Llc | 0.02% | 8,000 | $443,600 | $516,320 | +$72,720 | +16.39% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 7,901 | $438,110 | $509,931 | +$71,821 | +16.39% | |
| Osaic Holdings, Inc. | 0.00% | 7,427 | $411,826 | $479,339 | +$67,513 | +16.39% | |
| Aqr Capital Management Llc | 0.00% | 7,339 | $406,948 | $473,659 | +$66,711 | +16.39% | |
| Two Sigma Investments, Lp | 0.00% | 7,080 | $392,586 | $456,943 | +$64,357 | +16.39% | |
| Almanack Investment Partners, Llc. | 0.04% | 6,354 | $352,329 | $410,087 | +$57,758 | +16.39% | |
| Gwn Securities Inc. | 0.06% | 6,018 | $333,699 | $388,402 | +$54,703 | +16.39% | |
| Intrepid Financial Planning Group Llc | 0.10% | 5,285 | $293,053 | $341,094 | +$48,041 | +16.39% | |
| Quantify Chaos Advisors, Llc | 0.79% | 5,086 | $282,040 | $328,250 | +$46,210 | +16.38% |
Frequently asked questions about QVAL
Who are the largest institutional holders of QVAL?
The largest institutional holders of QVAL reported in the latest SEC Form 13F filings include Strid Group, Llc, Valley Financial Group, Inc., Bwm Planning, Llc, Empirical Finance, Llc, and Ethos Financial Group, Llc. InsiderSet ranks institutional holders by their latest reported QVAL position.
What is QVAL institutional ownership?
This page tracks QVAL positions reported by institutional investment managers through SEC Form 13F. ALPHA ARCH US QNT VALUE ETF (QVAL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QVAL?
InsiderSet currently tracks 67 institutional managers reporting QVAL 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 QVAL shareholders.
How much QVAL stock do institutions own?
Institutional investment managers disclosed approximately $335.13M in QVAL holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QVAL institutional ownership last updated?
The latest QVAL 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 QVAL 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 QVAL position after the reporting date.
Are institutions buying or selling QVAL?
Institutional buying and selling can be analyzed by comparing QVAL positions across consecutive 13F reporting periods. InsiderSet's QVAL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QVAL ownership changes.
How has QVAL institutional ownership changed over time?
InsiderSet tracks QVAL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.