Who Owns EA SERIES TRUST (IVAL)? -- Institutional Holders (2026-03-31)
41 institutions reported holding $109.8M of EA SERIES TRUST (IVAL) in SEC 13F filings for 2026-03-31. Largest institutional holders: Revolve Wealth Partners, LLC ($42.2M), HighTower Advisors, LLC ($10.3M), Empirical Finance, LLC ($10.0M), ONE PLUS ONE WEALTH MANAGEMENT, LLC ($6.6M), Empowered Funds, LLC ($6.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Revolve Wealth Partners, LLC | $42.2M | 1.2M | Trimmed |
| 2 | HighTower Advisors, LLC | $10.3M | 304,274 | Added |
| 3 | Empirical Finance, LLC | $10.0M | 294,873 | New |
| 4 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $6.6M | 195,357 | Added |
| 5 | Empowered Funds, LLC | $6.4M | 189,662 | Added |
| 6 | Kathmere Capital Management, LLC | $4.7M | 139,272 | Added |
| 7 | Savvy Advisors, Inc. | $4.2M | 122,506 | New |
| 8 | One Degree Advisors Inc | $4.0M | 118,150 | Added |
| 9 | Royal Harbor Partners, LLC | $3.8M | 110,687 | New |
| 10 | Stratos Wealth Advisors, LLC | $3.5M | 102,848 | Added |
| 11 | Vestment Financial LLC | $2.9M | 81,971 | Added |
| 12 | Warren Street Wealth Advisors, LLC | $1.5M | 45,510 | Added |
| 13 | Valley Financial Group, Inc. | $1.5M | 44,872 | Trimmed |
| 14 | AQR CAPITAL MANAGEMENT LLC | $1.1M | 32,750 | Hold |
| 15 | L.K. Benson & Company, P.C. | $1.0M | 30,027 | Added |
| 16 | BAKER BOYER NATIONAL BANK | $987,180 | 29,069 | Trimmed |
| 17 | Well Done, LLC | $755,371 | 22,243 | Added |
| 18 | Innova Wealth Partners | $650,094 | 19,143 | New |
| 19 | XY Planning Network, Inc. | $627,537 | 18,169 | Trimmed |
| 20 | Sankala Group LLC | $533,122 | 15,995 | Added |
| 21 | Stokes Family Office, LLC | $403,681 | 11,887 | Added |
| 22 | QUARRY HILL ADVISORS, LLC | $386,229 | 10,845 | Trimmed |
| 23 | AMERIPRISE FINANCIAL INC | $357,190 | 10,518 | Trimmed |
| 24 | LPL Financial LLC | $335,619 | 9,883 | Added |
| 25 | Royal Bank of Canada | $320,000 | 9,419 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31