Who Owns Alpha Architect Global Factor Equity ETF (AAVM)?Hedge Fund & Institutional Holders
Institutional Holders
6
as of Q4 2025
Total Institutional Value
$787000394000.3T
% of Float Held
—
QoQ Change in Holders
+2 / -4
Price History
AAVM — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| GWN SECURITIES INC. | New Position | +10K | +$286.0M |
| AlphaCore Capital LLC | New Position | +1K | +$0 |
| MORGAN STANLEY | Increased | +1 | +$0 |
AAVM — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Empirical Finance, LLC | Closed Position | -272K | -$7.8B |
| Lifeworks Advisors, LLC | Decreased | -30K | -$853.7M |
| ROYAL BANK OF CANADA | Decreased | -10K | -$541.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -12K | -$347.6M |
| Valley Financial Group, Inc. | Decreased | -9K | -$237.4M |
| UBS Group AG | Closed Position | -585 | -$16.8M |
| Vivaldi Capital Management LP | Closed Position | -8K | -$224K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Lifeworks Advisors, LLC | 26,665 | $787.0M | 0.10% | Share |
| 2 | Valley Financial Group, Inc. | 13,359 | $394.0M | 0.22% | Share |
| 3 | GWN SECURITIES INC. | 9,690 | $286.0M | 0.06% | Share |
| 4 | AlphaCore Capital LLC | 1,241 | $0 | 0.00% | Share |
| 5 | MORGAN STANLEY | 2 | $0 | 0.00% | Share |
| 6 | ROYAL BANK OF CANADA | 8,520 | $0 | 0.00% | Share |
AAVM Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 6 | $1.5B | -2 |
| Q3 2025 | 8 | $11.0B | -2 |
| Q2 2025 | 10 | $9.8B | +2 |
| Q1 2025 | 8 | $9.0B | -2 |
| Q4 2024 | 10 | $10.7B | +2 |
| Q3 2024 | 8 | $10.0B | -1 |
| Q2 2024 | 9 | $7.0B | +1 |
| Q1 2024 | 8 | $6.2B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 6 institutional investors hold AAVM (Alpha Architect Global Factor Equity ETF). The largest holder is Lifeworks Advisors, LLC with $787.0M in shares. This quarter, 2 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own AAVM?
As of Q4 2025, 6 institutional investors report holding AAVM (Alpha Architect Global Factor Equity ETF) in their 13F filings.
Who is the largest institutional holder of AAVM?
The largest institutional holder of AAVM is Lifeworks Advisors, LLC with $787.0M in shares.
Is institutional ownership of AAVM increasing or decreasing?
This quarter, 2 institutions opened new positions in AAVM and 4 closed their positions.