Who Owns AA US Quantitative Value ETF (QVAL)? -- Institutional Holders (2026-06-30)

67 institutions reported holding $318.8M of AA US Quantitative Value ETF (QVAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Strid Group, LLC ($101.0M), Valley Financial Group, Inc. ($18.5M), BWM Planning, LLC ($16.7M), MENLO ADVISORS LLC ($13.3M), Empirical Finance, LLC ($12.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Strid Group, LLC	$101.0M	1.8M	Added
2	Valley Financial Group, Inc.	$18.5M	333,192	Added
3	BWM Planning, LLC	$16.7M	300,787	Added
4	MENLO ADVISORS LLC	$13.3M	240,365	Trimmed
5	Empirical Finance, LLC	$12.2M	219,682	Trimmed
6	Ethos Financial Group, LLC	$12.0M	203,329	Trimmed
7	Waverly Advisors, LLC	$11.5M	208,210	Trimmed
8	Stillwater Private Wealth, LLC	$10.6M	175,036	Added
9	One Degree Advisors Inc	$10.5M	188,514	Added
10	RAYMOND JAMES FINANCIAL INC	$10.4M	187,337	Added
11	Well Done, LLC	$9.2M	165,606	Added
12	Kathmere Capital Management, LLC	$8.5M	152,637	Trimmed
13	Stokes Family Office, LLC	$7.3M	131,695	Trimmed
14	JPL Wealth Management, LLC	$7.1M	127,564	Added
15	Royal Bank of Canada	$6.1M	110,464	Trimmed
16	Empowered Funds, LLC	$5.8M	104,967	Added
17	Stratos Wealth Advisors, LLC	$5.4M	97,797	Trimmed
18	LPL Financial LLC	$5.1M	92,275	Added
19	Vise Technologies, Inc.	$4.3M	77,055	Added
20	Vestment Financial LLC	$3.8M	66,778	Added
21	ONE PLUS ONE WEALTH MANAGEMENT, LLC	$3.6M	64,813	Trimmed
22	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$3.5M	62,911	Trimmed
23	Mariner, LLC	$3.1M	56,119	Trimmed
24	QUARRY HILL ADVISORS, LLC	$2.9M	53,176	Hold
25	OneDigital Investment Advisors LLC	$2.9M	52,221	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30