IVAL — Ea Series Trust Institutional Holders · Q2 2026

Name: Who Owns IVAL? 39 Institutions Hold $112M (Q2 2026)
Creator: ko.io

Who owns Ea Series Trust (IVAL)? 39 institutions reported holding $111.71M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Revolve Wealth Partners, LLC ($43.2M), HighTower Advisors, LLC ($10.8M), Empowered Funds, LLC ($7.4M).

Rank	Institution	Value	Shares	Change
1	Revolve Wealth Partners, LLC	$43.2M	1.3M	Added
2	HighTower Advisors, LLC	$10.8M	316,419	Added
3	Empowered Funds, LLC	$7.4M	218,580	Added
4	Empirical Finance, LLC	$5.9M	172,106	Trimmed
5	ONE PLUS ONE WEALTH MANAGEMENT, LLC	$5.2M	152,449	Trimmed
6	Kathmere Capital Management, LLC	$4.9M	143,563	Added
7	Savvy Advisors, Inc.	$4.5M	131,099	Added
8	One Degree Advisors Inc	$4.2M	123,872	Added
9	Royal Harbor Partners, LLC	$3.8M	110,812	Added
10	Stratos Wealth Advisors, LLC	$3.6M	106,179	Added
11	Vestment Financial LLC	$2.9M	84,126	Added
12	Stokes Family Office, LLC	$1.7M	50,762	Added
13	Warren Street Wealth Advisors, LLC	$1.6M	47,237	Added
14	Valley Financial Group, Inc.	$1.5M	44,536	Trimmed
15	JANE STREET GROUP, LLC	$1.4M	42,101	New
16	Vise Technologies, Inc.	$1.4M	40,838	New
17	AQR CAPITAL MANAGEMENT LLC	$1.1M	32,750	Hold
18	BAKER BOYER NATIONAL BANK	$998,115	29,296	Added
19	L.K. Benson & Company, P.C.	$962,833	28,262	Trimmed
20	Innova Wealth Partners	$890,567	26,139	Added
21	Sankala Group LLC	$861,521	23,584	Added
22	Well Done, LLC	$766,303	22,492	Added
23	XY Planning Network, Inc.	$547,153	16,060	Trimmed
24	QUARRY HILL ADVISORS, LLC	$368,827	10,826	Trimmed
25	LPL Financial LLC	$330,718	9,707	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30