# EA SERIES TRUST (IVAL)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IVAL/

- Reporting holders: 36
- Reported value: $111.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Revolve Wealth Partners, LLC](https://holderbook.com/funds/1808992-revolve-wealth-partners-llc/) | $43.2M | 1,268,919 | 4.5% | 19 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $10.8M | 316,419 | 0.0% | 5 |
| [Empowered Funds, LLC](https://holderbook.com/funds/1592828-empowered-funds-llc/) | $7.4M | 218,580 | 0.0% | 3 |
| [Empirical Finance, LLC](https://holderbook.com/funds/1572838-empirical-finance-llc/) | $5.9M | 172,106 | 0.2% | 2 |
| [ONE PLUS ONE WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1860132-one-plus-one-wealth-management-llc/) | $5.2M | 152,449 | 2.2% | 22 |
| [Kathmere Capital Management, LLC](https://holderbook.com/funds/1794543-kathmere-capital-management-llc/) | $4.9M | 143,563 | 0.3% | 27 |
| [Savvy Advisors, Inc.](https://holderbook.com/funds/2003633-savvy-advisors-inc/) | $4.5M | 131,099 | 0.1% | 2 |
| [One Degree Advisors Inc](https://holderbook.com/funds/2005743-one-degree-advisors-inc/) | $4.2M | 123,872 | 0.9% | 11 |
| [Royal Harbor Partners, LLC](https://holderbook.com/funds/1801876-royal-harbor-partners-llc/) | $3.8M | 110,812 | 1.2% | 2 |
| [Stratos Wealth Advisors, LLC](https://holderbook.com/funds/1707202-stratos-wealth-advisors-llc/) | $3.6M | 106,179 | 0.2% | 9 |
| [Vestment Financial LLC](https://holderbook.com/funds/2056705-vestment-financial-llc/) | $2.9M | 84,126 | 1.3% | 7 |
| [Stokes Family Office, LLC](https://holderbook.com/funds/1802278-stokes-family-office-llc/) | $1.7M | 50,762 | 0.2% | 7 |
| [Warren Street Wealth Advisors, LLC](https://holderbook.com/funds/1703496-warren-street-wealth-advisors-llc/) | $1.6M | 47,237 | 0.4% | 19 |
| [Valley Financial Group, Inc.](https://holderbook.com/funds/2010327-valley-financial-group-inc/) | $1.5M | 44,536 | 0.7% | 11 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $1.4M | 42,101 | 0.0% | 1 |
| [Vise Technologies, Inc.](https://holderbook.com/funds/1812090-vise-technologies-inc/) | $1.4M | 40,838 | 0.0% | 1 |
| [AQR CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1167557-aqr-capital-management-llc/) | $1.1M | 32,750 | 0.0% | 6 |
| [BAKER BOYER NATIONAL BANK](https://holderbook.com/funds/1079398-baker-boyer-national-bank/) | $998.1K | 29,296 | 0.3% | 20 |
| [L.K. Benson & Company, P.C.](https://holderbook.com/funds/2055235-l-k-benson-company-p-c/) | $962.8K | 28,262 | 0.3% | 6 |
| [Innova Wealth Partners](https://holderbook.com/funds/1888831-innova-wealth-partners/) | $890.6K | 26,139 | 0.4% | 2 |
| [Sankala Group LLC](https://holderbook.com/funds/2113426-sankala-group-llc/) | $861.5K | 23,584 | 0.6% | 3 |
| [Well Done, LLC](https://holderbook.com/funds/1667132-well-done-llc/) | $766.3K | 22,492 | 0.1% | 23 |
| [XY Planning Network, Inc.](https://holderbook.com/funds/1873438-xy-planning-network-inc/) | $547.2K | 16,060 | 0.1% | 6 |
| [QUARRY HILL ADVISORS, LLC](https://holderbook.com/funds/1965346-quarry-hill-advisors-llc/) | $368.8K | 10,826 | 0.1% | 13 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $330.7K | 9,707 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 36 | $111.7M |
| Q1 2026 | 36 | $110.2M |
| Q4 2025 | 34 | $90.7M |
| Q3 2025 | 30 | $94.3M |
| Q2 2025 | 34 | $85.9M |
| Q1 2025 | 31 | $79.2M |
| Q4 2024 | 39 | $78.8M |
| Q3 2024 | 37 | $86.0M |
| Q2 2024 | 34 | $79.1M |
| Q1 2024 | 33 | $89.6M |
| Q4 2023 | 35 | $94.3M |
| Q3 2023 | 31 | $92.1M |