Who Owns IVAL?

Alpha Architect International Quantitative Value ETF — Institutional Ownership & 13F Holdings

$34.94

+0.80 (+2.35%)

Market Cap

$215.0M

Shares Outstanding

5,712,019

Institutional Holders

31

Total Inst. Value

$78.7M

% of Float Held

QoQ Holder Change

+8

Institutional data as of Q1 2025

New Positions

11

Closed Positions

13

Increased

10

Decreased

4

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Revolve Wealth Partners, LLC$35.1M1,373,167
2Empirical Finance, LLC$11.2M438,572
3GTS SECURITIES LLCNew$7.7M300,029
4Valley Financial Group, Inc.$5.6M218,478
5Kathmere Capital Management, LLC$3.5M136,091
6ONE PLUS ONE WEALTH MANAGEMENT, LLCNew$2.9M115,371
7One Degree Advisors Inc$2.2M85,039
8Vestment Financial LLC$1.6M62,034
9Stratos Wealth Advisors, LLC$1.2M48,193
10Warren Street Wealth Advisors, LLCNew$1.1M43,466

Biggest Buyers & Sellers This Quarter

Top Sellers

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Frequently Asked Questions

How many institutional investors hold IVAL?

As of Q1 2025, 31 institutional investors report holding IVAL (Alpha Architect International Quantitative Value ETF) in their 13F filings.

Which hedge fund owns the most IVAL?

The largest institutional holder of IVAL is Revolve Wealth Partners, LLC with $35.1M in shares.

Are institutions buying or selling IVAL?

This quarter, 11 institutions opened new positions in IVAL and 13 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.