13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
QMOM

ALPHA ARCHITECT US QUANTITATIV

72 institutions still hold ALPHA ARCHITECT US QUANTITATIV as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072l409·72 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.6%
vs prior quarter
13F value held
$182M
56.0% inst. owned
of float
Holders
72
+10 QoQ
filers reporting
Activity
+83 / −6
+948 added · −724 reduced
this quarter
Concentration
15.24%
Revolve Wealth Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

72 institutions reported QMOM in Q1 2026. Revolve Wealth Partners, LLC leads at 15.2% of the visible book. +10 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Revolve Wealth Partners, LLC
CIK 0001808992
$28M406K3.60%Q1 202602
Commonwealth Financial Services, LLC
CIK 0001536755
$21M306K3.30%Q1 202603
Valley Financial Group, Inc.
CIK 0002010327
$16M235K8.67%Q1 202604
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$15M214K0.01%Q1 202605
LPL Financial LLC
CIK 0001403438
$14M205K0.00%Q1 202606
BWM Planning, LLC
CIK 0002039698
$14M201K3.62%Q1 202607
Stokes Family Office, LLC
CIK 0001802278
$12M171K1.21%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M134K0.00%Q1 202609
D.A. DAVIDSON & CO.
CIK 0001080107
$8M111K0.05%Q1 202610
Kathmere Capital Management, LLC
CIK 0001794543
$7M101K0.43%Q1 202611
JPL Wealth Management, LLC
CIK 0002010710
$7M101K1.58%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M73K0.01%Q1 202613
Ethos Financial Group, LLC
CIK 0001954242
$5M72K0.36%Q1 202614
Empowered Funds, LLC
CIK 0001592828
$4M59K0.03%Q1 202615
Vestment Financial LLC
CIK 0002056705
$4M48K1.72%Q1 202616
Empirical Finance, LLC
CIK 0001572838
$4M52K0.17%Q1 202617
Advantage Trust Co
CIK 0002009346
$3M45K1.36%Q1 202618
Brookwood Investment Group LLC
CIK 0002066812
$3M44K0.37%Q1 202619
Savvy Advisors, Inc.
CIK 0002003633
$3M41K0.07%Q1 202620
Cambria Investment Management, L.P.
CIK 0001529389
$3M39K0.15%Q1 2026
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