Alpha Architect U.S. Quantitative Value
QVAL • NASDAQ
Alpha Architect U.S. Quantitative Value is an exchange-traded fund on NASDAQ. As of Q3 2025, 62 institutional investors hold shares in this ETF, with total holdings valued at $251.3M. Strid Group, LLC is the largest holder with a position valued at $70.9M.
Overview
Overview of institutional ownership in QVAL as of Q3 2025
All Institutions
- Institutions
- 62
- Value Held
- $251.3M
- Shares Held
- 5.4M
- Avg Position
- $4.1M
- Median Position
- $449.6K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $353.7K
- Shares Held
- 7.6K
- Avg Position
- $353.7K
- Median Position
- $353.7K
Biggest Investors
Institutions with the largest positions in QVAL as of Q3 2025
| Institution | Position Value |
|---|---|
 Strid Group, LLC RIA/Wealth | $70.9M 9.01% of portfolio |
E Empirical Finance, LLC Institution | $20.0M 0.95% of portfolio |
B BWM Planning, LLC Institution | $13.3M 3.95% of portfolio |
 NATURAL INVESTMENTS, LLC RIA/Wealth | $13.2M 0.61% of portfolio |
 Ethos Financial Group, LLC RIA/Wealth | $12.3M 1.00% of portfolio |
 Stokes Family Office, LLC Family Office | $11.1M 1.06% of portfolio |
V Valley Financial Group, Inc. RIA/Wealth | $10.7M 6.05% of portfolio |
 CWM, LLC RIA/Wealth | $10.2M 0.03% of portfolio |
 Warren Averett Asset Management, LLC RIA/Wealth | $9.8M 0.10% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $8.3M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for QVAL in Q3 2025
- Traded
- +$18.1M
- Buyers
- 32
- Sellers
- 23
- Total Bought
- +$21.9M
- Total Sold
- −$3.9M
- Avg Position
- $3.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
NATURAL INVESTMENTS, LLC RIA/Wealth | +$13.2M +283.8K shares |
B BWM Planning, LLC Institution | +$1.4M +30.8K shares |
 One Degree Advisors Inc RIA/Wealth | +$1.1M +23.4K shares |
Strid Group, LLC RIA/Wealth | +$1.1M +23.2K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$943.5K +20.2K shares |
Ethos Financial Group, LLC RIA/Wealth | +$810.1K +17.4K shares |
 Independent Advisor Alliance RIA/Wealth | +$445.5K +9.6K shares |
 CENTAURUS FINANCIAL, INC. RIA/Wealth | +$388.9K +8.3K shares |
V Valley Financial Group, Inc. RIA/Wealth | +$386.7K +8.3K shares |
J JANE STREET GROUP, LLC Institution | +$225.0K +4.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
−$802.0K −18.2K shares | |
CWM, LLC RIA/Wealth | −$484.6K −10.4K shares |
E Empirical Finance, LLC Institution | −$297.2K −6.4K shares |
 Breakwater Capital Group RIA/Wealth | −$264.9K −5.7K shares |
A Advisor Group Holdings, Inc. Institution | −$253.5K −5.6K shares |
 UBS Group AG Institution | −$250.9K −5.7K shares |
 Almanack Investment Partners, LLC. RIA/Wealth | −$220.4K −4.7K shares |
−$218.1K −5.0K shares | |
 Lifeworks Advisors, LLC RIA/Wealth | −$185.7K −4.0K shares |
 Meredith Wealth Planning RIA/Wealth | −$151.2K −3.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited QVAL in Q3 2025
- New Positions
- 6
- New Value
- $14.1M
- Exited Positions
- 4
- Exited Value
- $1.3M
New Positions
| Institution | Position Value |
|---|---|
NATURAL INVESTMENTS, LLC RIA/Wealth | $13.2M 283.8K shares |
Independent Advisor Alliance RIA/Wealth | $445.5K 9.6K shares |
 Mill Creek Capital Advisors, LLC RIA/Wealth | $201.2K 4.3K shares |
 JPL Wealth Management, LLC RIA/Wealth | $181.1K 3.9K shares |
 CITIGROUP INC Institution | $47.0 1.0 shares |
 MANNING & NAPIER ADVISORS LLC RIA/Wealth | $9.0 0.2 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
$802.0K 18.2K shares | |
UBS Group AG Institution | $250.9K 5.7K shares |
$218.1K 5.0K shares | |
 ATTICUS WEALTH MANAGEMENT, LLC RIA/Wealth | $25.2K 572.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in QVAL as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with QVAL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Strid Group, LLC RIA/Wealth | 9.01% $70.9M |
V Valley Financial Group, Inc. RIA/Wealth | 6.05% $10.7M |
B BWM Planning, LLC Institution | 3.95% $13.3M |
One Degree Advisors Inc RIA/Wealth | 2.38% $7.3M |
K Kathleen S. Wright Associates Inc. Institution | 1.83% $4.9M |
V Vestment Financial LLC Institution | 1.81% $3.2M |
 ONE + ONE WEALTH MANAGEMENT, LLC RIA/Wealth | 1.68% $3.3M |
Q QUARRY HILL ADVISORS, LLC RIA/Wealth | 1.29% $2.5M |
Stokes Family Office, LLC Family Office | 1.06% $11.1M |
 Well Done, LLC RIA/Wealth | 1.04% $6.1M |
Hedge Fund Spotlight
Discover hedge funds investing in QVAL
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
Position in Alpha Architect U.S. Quantitative Value
- Market Value
- $353.7K
- Shares Held
- 7.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
