20 institutions reported holding $234.1M of ALPHA ARCHITECT US EQUITY 2 ETF (AAEQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cache Advisors, LLC ($193.1M), Truepoint, Inc. ($12.4M), Seed Wealth Management, Inc. ($4.8M), Meredith Wealth Planning ($4.3M), Ledyard National Bank ($3.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cache Advisors, LLC | $193.1M | 3.6M | Hold |
| 2 | Truepoint, Inc. | $12.4M | 232,542 | Trimmed |
| 3 | Seed Wealth Management, Inc. | $4.8M | 91,183 | Trimmed |
| 4 | Meredith Wealth Planning | $4.3M | 80,965 | Trimmed |
| 5 | Ledyard National Bank | $3.5M | 65,131 | Trimmed |
| 6 | One Degree Advisors Inc | $2.7M | 50,944 | Hold |
| 7 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $2.3M | 43,122 | Hold |
| 8 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $2.1M | 39,418 | Hold |
| 9 | Revolve Wealth Partners, LLC | $2.0M | 37,219 | Trimmed |
| 10 | Family CFO Inc | $1.1M | 19,852 | Hold |
| 11 | Sherman Wealth Management LLC | $946,699 | 17,799 | Hold |
| 12 | CONTINUUM WEALTH ADVISORS, LLC | $821,071 | 15,437 | Hold |
| 13 | Prairiewood Capital, LLC | $818,440 | 15,388 | Hold |
| 14 | QUARRY HILL ADVISORS, LLC | $757,096 | 14,235 | Trimmed |
| 15 | MilWealth Group LLC | $680,207 | 12,789 | Trimmed |
| 16 | Savvy Advisors, Inc. | $646,445 | 12,154 | Trimmed |
| 17 | Midwest Capital Advisors, LLC | $351,322 | 6,605 | Hold |
| 18 | XY Planning Network, Inc. | $351,289 | 6,605 | Trimmed |
| 19 | ZWJ INVESTMENT COUNSEL INC | $271,475 | 5,104 | Hold |
| 20 | Farther Finance Advisors, LLC | $182,411 | 3,430 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30