Who Owns ALPHA ARCHITECT ETF TR (FRDM)? -- Institutional Holders (2026-06-30)

335 institutions reported holding $2.56B of ALPHA ARCHITECT ETF TR (FRDM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Retirement Planning Group, LLC ($192.8M), WELLS FARGO & COMPANY/MN ($174.3M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($150.6M), MAINSTAY CAPITAL MANAGEMENT LLC /ADV ($114.0M), LPL Financial LLC ($79.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Retirement Planning Group, LLC$192.8M2.6MAdded
2WELLS FARGO & COMPANY/MN$174.3M2.4MAdded
3NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$150.6M2.1MAdded
4MAINSTAY CAPITAL MANAGEMENT LLC /ADV$114.0M1.6MTrimmed
5LPL Financial LLC$79.1M1.1MAdded
6Ellevest, Inc.$73.1M1.0MTrimmed
7RAYMOND JAMES FINANCIAL INC$58.9M808,250Added
8Tanglewood Wealth Management, Inc.$58.0M795,880Added
9Willis Johnson & Associates, Inc.$57.4M787,203Trimmed
10MORGAN STANLEY$53.8M737,550Added
11Aptus Capital Advisors, LLC$48.4M664,025Added
12GUARDIAN WEALTH ADVISORS, LLC / NC$44.5M610,225Trimmed
13ENVESTNET ASSET MANAGEMENT INC$42.7M586,334Added
14Coyle Financial Counsel LLC$42.0M576,703Trimmed
15Heck Capital Advisors, LLC$40.6M555,714Trimmed
16HighTower Advisors, LLC$37.9M519,693Added
17Kestra Advisory Services, LLC$34.8M477,013Added
18Janney Montgomery Scott LLC$32.5M446,030Added
19Kathmere Capital Management, LLC$32.5M445,746Trimmed
20Investment Planning Advisors, Inc.$30.0M411,418Trimmed
21Legacy Financial Advisors, Inc.$28.8M394,487Added
22Integrated Wealth Concepts LLC$25.1M343,724Added
23First Heartland Consultants, Inc.$24.4M335,216Trimmed
24COMMONWEALTH EQUITY SERVICES, LLC$23.6M323,223Added
25Beaumont Financial Advisors, LLC$22.4M307,898Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30