Who Owns EA SERIES TRUST (IVAL)? -- Institutional Holders (2026-06-30)
39 institutions reported holding $111.7M of EA SERIES TRUST (IVAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Revolve Wealth Partners, LLC ($43.2M), HighTower Advisors, LLC ($10.8M), Empowered Funds, LLC ($7.4M), Empirical Finance, LLC ($5.9M), ONE PLUS ONE WEALTH MANAGEMENT, LLC ($5.2M). Source: SEC Form 13F.
| 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