Who owns Alpha Architect US Equity 2 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AAEQ from SEC Form 13F filings across 42 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.
As of the 2026-06-30 reporting period, 42 institutions disclosed 6.3M shares of Alpha Architect US Equity 2 ETF worth $333.1M — about 67.2% of shares outstanding; the largest disclosed holder is Cache Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
42
13F holders
$333.1M
value, 2026 filers
67.2%
of shares outstanding (6.3M 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 | Cache Advisors, LLC | 3.6M | $193.1M | 16.4% | 38.9% | 0.0% |
| 2 | Everest Private Wealth | 375,942 | $20.0M | 7.5% | 4% | -1.2% |
| 3 | Beacon Pointe Advisors, LLC | 359,759 | $19.1M | 0.1% | 3.9% | 0.0% |
| 4 | Vise Technologies, Inc.NEW | 233,703 | $12.4M | 0.1% | 2.5% | new |
| 5 | Truepoint, Inc. | 232,542 | $12.4M | 0.3% | 2.5% | -0.3% |
| 6 | JPL Wealth Management, LLC | 229,355 | $12.2M | 2.4% | 2.5% | 0.0% |
| 7 | Flatrock Wealth Partners LLC | 101,682 | $5.4M | 2.1% | 1.1% | 0.0% |
| 8 | Seed Wealth Management, Inc. | 91,183 | $4.8M | 3.1% | 1% | -0.3% |
| 9 | Soundwatch Capital LLC | 83,311 | $4.4M | 0.5% | 0.9% | 0.0% |
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 83,311 | $4.4M | 0.0% | 0.9% | 0.0% |
| 11 | Meredith Wealth Planning | 80,965 | $4.3M | 1.0% | 0.9% | -0.4% |
| 12 | Ethos Financial Group, LLC | 80,056 | $4.2M | 0.3% | 0.9% | -20.3% |
| 13 | Ledyard National Bank | 65,131 | $3.5M | 0.3% | 0.7% | -2.1% |
| 14 | Quantinno Capital Management LP | 53,441 | $2.8M | 0.0% | 0.6% | +115.5% |
| 15 | One Degree Advisors Inc | 50,944 | $2.7M | 0.6% | 0.5% | 0.0% |
| 16 | TWIN PEAKS WEALTH ADVISORS, LLC | 49,139 | $2.6M | 0.6% | 0.5% | 0.0% |
| 17 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 43,122 | $2.3M | 0.0% | 0.5% | 0.0% |
| 18 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 39,418 | $2.1M | 0.4% | 0.4% | 0.0% |
| 19 | Revolve Wealth Partners, LLC | 37,219 | $2.0M | 0.2% | 0.4% | -1.3% |
| 20 | FIDELITY D & D BANCORP INC | 32,817 | $1.7M | 0.6% | 0.4% | 0.0% |
| 21 | Magnolia Private Wealth, LLC | 31,966 | $1.7M | 0.9% | 0.3% | -2.4% |
| 22 | ROYAL BANK OF CANADA | 29,555 | $1.6M | 0.0% | 0.3% | +1.6% |
| 23 | REGIONS FINANCIAL CORP | 27,580 | $1.5M | 0.0% | 0.3% | 0.0% |
| 24 | AQR CAPITAL MANAGEMENT LLC | 20,340 | $1.1M | 0.0% | 0.2% | -7.3% |
| 25 | Family CFO Inc | 19,852 | $1.1M | 0.4% | 0.2% | 0.0% |
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.