ALPHA ARCHITECT ETF TR (WIZ)
Institutional ownership reported to the SEC as of Q3 2023, across 16 quarters.
6
Reporting holders
$427.8K
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| GTS SECURITIES LLC | $291.0K | 10,464 | 0.00% | 2q | -3.7%-$11.1K |
| Householder Group Estate & Retirement Specialist, LLC | $87.0K | 3,130 | 0.03% | 2q | +142.1%+$51.1K |
| JANICZEK WEALTH MANAGEMENT, LLC | $33.4K | 1,200 | 0.01% | 13q | HELD |
| Global Retirement Partners, LLC | $7.7K | 284 | 0.00% | 3q | -72.0%-$19.9K |
| OSAIC HOLDINGS, INC. | $6.0K | 217 | 0.00% | 14q | HELD |
| UBS Group AG | $2.7K | 96 | 0.00% | 6q | +17.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2023 | 6 | $427.8K | 15,391 | 0 | 2 | 2 | 0.0% |
| Q2 2023 | 6 | $568.8K | 19,485 | 0 | 1 | 1 | 0.0% |
| Q1 2023 | 7 | $584.4K | 21,055 | 2 | 1 | 2 | 0.0% |
| Q4 2022 | 6 | $417.7K | 15,159 | 1 | 1 | 2 | 0.0% |
| Q3 2022 | 12 | $8.4M | 297,332 | 1 | 4 | 3 | 0.0% |
| Q2 2022 | 16 | $15.4M | 502,856 | 2 | 3 | 6 | 0.0% |
| Q1 2022 | 19 | $25.8M | 747,148 | 2 | 3 | 6 | 0.0% |
| Q4 2021 | 18 | $27.4M | 743,097 | 0 | 3 | 8 | 0.0% |
| Q3 2021 | 19 | $20.3M | 583,684 | 1 | 6 | 8 | 0.0% |
| Q2 2021 | 18 | $23.3M | 653,180 | 5 | 5 | 6 | 0.0% |
| Q1 2021 | 14 | $37.0M | 1,105,864 | 2 | 6 | 2 | 0.0% |
| Q4 2020 | 15 | $22.3M | 669,682 | 6 | 2 | 1 | 0.0% |
| Q3 2020 | 8 | $4.3M | 135,355 | 4 | 1 | 2 | 0.0% |
| Q2 2020 | 5 | $4.6M | 154,101 | 2 | 2 | 1 | 0.0% |
| Q1 2020 | 3 | $2.7M | 120,884 | 3 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $998.0K | 37,101 | 1 | 0 | 0 | 0.0% |