Who Owns Alpha Architect International Quantitative Value ETF (IVAL)?Hedge Fund & Institutional Holders

$33.77+0.33 (+0.98%)Financial ServicesNASDAQ

Institutional Holders

36

as of Q4 2025

Total Institutional Value

$4.371000056330004e+121T

% of Float Held

QoQ Change in Holders

+14 / -3

Price History

$22.92$26.37$29.82$33.27$36.72Aug 24May 25Mar 26

IVAL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ONE PLUS ONE WEALTH MANAGEMENT, LLCNew Position+179K+$5.6B
Kathmere Capital Management, LLCNew Position+139K+$4.4B
Stratos Wealth Advisors, LLCNew Position+99K+$3.1B
Vestment Financial LLCNew Position+78K+$2.5B
Warren Street Wealth Advisors, LLCNew Position+43K+$1.4B
BAKER BOYER NATIONAL BANKNew Position+29K+$924.0M
L.K. Benson & Company, P.C.New Position+28K+$877.0M
QUARRY HILL ADVISORS, LLCNew Position+12K+$370.0M
SAX WEALTH ADVISORS, LLCNew Position+6K+$201.0M
XY Planning Network, Inc.Increased+2K+$121.6M
One Degree Advisors IncNew Position+116K+$3.6M
FLOW TRADERS U.S. LLCNew Position+64K+$2K
Empowered Funds, LLCNew Position+16K+$0
JANE STREET GROUP, LLCNew Position+20K+$0
Well Done, LLCNew Position+17K+$0

IVAL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Empirical Finance, LLCClosed Position-368K-$11.1B
Valley Financial Group, Inc.Decreased-186K-$5.6B
Stokes Family Office, LLCDecreased-12K-$350.5M
LPL Financial LLCDecreased-101-$265.3M
Kathleen S. Wright Associates Inc.Closed Position-2K-$60.3M
Lifeworks Advisors, LLCDecreased-2K-$59.8M
BANK OF AMERICA CORP /DE/Decreased-2K-$101K
MORGAN STANLEYClosed Position-201-$6K
Revolve Wealth Partners, LLCDecreased-10K-$-1.5B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Revolve Wealth Partners, LLC1,389,492$43.7B5.14%Share
2ONE PLUS ONE WEALTH MANAGEMENT, LLC179,066$5.6B2.60%Share
3Kathmere Capital Management, LLC138,728$4.4B0.29%Share
4Stratos Wealth Advisors, LLC99,130$3.1B0.15%Share
5Vestment Financial LLC77,805$2.5B1.30%Share
6Valley Financial Group, Inc.45,837$1.4B0.81%Share
7Warren Street Wealth Advisors, LLC43,499$1.4B0.39%Share
8AQR CAPITAL MANAGEMENT LLC32,750$1.0B0.52%Share
9L.K. Benson & Company, P.C.27,896$877.0M0.44%Share
10BAKER BOYER NATIONAL BANK18,827$592.0M0.18%Share
11XY Planning Network, Inc.18,756$590.0M0.10%Share
12QUARRY HILL ADVISORS, LLC11,770$370.0M0.17%Share
13BAKER BOYER NATIONAL BANK10,573$332.0M0.10%Share
14Stokes Family Office, LLC9,000$283.0M0.03%Share
15Lifeworks Advisors, LLC6,923$217.0M0.03%Share
16SAX WEALTH ADVISORS, LLC6,405$201.0M0.01%Share
17HighTower Advisors, LLC302,492$9.0M0.01%Share
18One Degree Advisors Inc115,659$3.6M1.00%Share
19FLOW TRADERS U.S. LLC63,938$2K0.07%Share
20MANNING & NAPIER ADVISORS LLC1$00.00%Share
21JANE STREET GROUP, LLC20,277$00.00%Share
22Federation des caisses Desjardins du Quebec1,671$00.00%Share
23Empowered Funds, LLC2,063$00.00%Share
24Empowered Funds, LLC13,473$00.00%Share
25Aptus Capital Advisors, LLC8$00.00%Share
26AE Wealth Management LLC31$00.00%Share
27LPL Financial LLC8,695$00.00%Share
28Well Done, LLC16,558$00.00%Share
29OSAIC HOLDINGS, INC.410$00.00%Share
30WELLS FARGO & COMPANY/MN0$00.00%Share
31ROYAL BANK OF CANADA9,992$00.00%Share
32ROYAL BANK OF CANADA144$00.00%Share
33O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,688$00.00%Share
34Kilter Group LLC7$00.00%Share
35BANK OF AMERICA CORP /DE/1,668$00.00%Share
36AMERIPRISE FINANCIAL INC16,761$00.00%Share

IVAL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202533$66.6B+16
Q3 202517$72.2B-13
Q2 202530$81.6B-1
Q1 202531$76.3B-2
Q4 202433$3.4T+7
Q3 202426$7.9T+2
Q2 202424$7.5T+1
Q1 202423$5.8T

Similar Stocks by Institutional Ownership

As of Q4 2025, 36 institutional investors hold IVAL (Alpha Architect International Quantitative Value ETF). The largest holder is Revolve Wealth Partners, LLC with $43.7B in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own IVAL?

As of Q4 2025, 36 institutional investors report holding IVAL (Alpha Architect International Quantitative Value ETF) in their 13F filings.

Who is the largest institutional holder of IVAL?

The largest institutional holder of IVAL is Revolve Wealth Partners, LLC with $43.7B in shares.

Is institutional ownership of IVAL increasing or decreasing?

This quarter, 14 institutions opened new positions in IVAL and 3 closed their positions.