Who owns Alpha Architect US Equity 2 ETF?
Institutional ownership of AAEQ from SEC Form 13F filings across 17 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
17
13F holders
$46.0M
value, 2026 filers
9.3%
of shares outstanding (867,299 sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of AAEQ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Vise Technologies, Inc.NEW | 233,703 | $12.4M | 0.1% | 2.5% | new |
| 2 | JPL Wealth Management, LLC | 229,355 | $12.2M | 2.4% | 2.5% | -50.0% |
| 3 | Meredith Wealth Planning | 80,965 | $4.3M | 1.0% | 0.9% | -0.4% |
| 4 | Ethos Financial Group, LLC | 80,056 | $4.2M | 0.3% | 0.9% | -20.3% |
| 5 | Quantinno Capital Management LP | 53,441 | $2.8M | 0.0% | 0.6% | +115.5% |
| 6 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 43,122 | $2.3M | 0.0% | 0.5% | 0.0% |
| 7 | Magnolia Private Wealth, LLC | 31,966 | $1.7M | 0.9% | 0.3% | -2.4% |
| 8 | ROYAL BANK OF CANADA | 29,555 | $1.6M | 0.0% | 0.3% | +1.6% |
| 9 | MERCER GLOBAL ADVISORS INC /ADVNEW | 17,607 | $936,462 | 0.0% | 0.2% | new |
| 10 | BLAIR WILLIAM & CO/ILNEW | 15,195 | $808,175 | 0.0% | 0.2% | new |
| 11 | Creative Planning | 14,259 | $758,388 | 0.0% | 0.2% | 0.0% |
| 12 | Savvy Advisors, Inc. | 12,154 | $646,445 | 0.0% | 0.1% | -8.5% |
| 13 | Cerity Partners LLC | 9,378 | $498,779 | 0.0% | 0.1% | 0.0% |
| 14 | Midwest Capital Advisors, LLC | 6,605 | $351,322 | 0.1% | 0.1% | 0.0% |
| 15 | ZWJ INVESTMENT COUNSEL INC | 5,104 | $271,475 | 0.0% | 0.1% | 0.0% |
| 16 | CITADEL ADVISORS LLCNEW | 4,385 | $233,225 | 0.0% | 0% | new |
| 17 | UBS Group AG | 449 | $23,881 | 0.0% | 0% | -67.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.