EA SERIES TRUST

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IVAL·02072L201·US·ETF·Unknown - Unknown

IVAL (EA SERIES TRUST) is held by 12 institutional investors as of Q1 2026. Largest holders: HighTower Advisors, LLC ($10.3M), Empowered Funds, LLC ($6.4M), AQR CAPITAL MANAGEMENT LLC ($1.1M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (12)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
HighTower Advisors, LLC	Increased	304,274(+0.6%)	$10.3M	0.0%	+23.86%	28
Empowered Funds, LLC	Increased	189,662(+1120.8%)	$6.4M	0.0%	+1.76%	44
AQR CAPITAL MANAGEMENT LLC	Unchanged	32,750	$1.1M	0.0%	+39.86%	0
AMERIPRISE FINANCIAL INC	Decreased	10,518(-37.3%)	$357,190	0.0%	+10.92%	0
LPL Financial LLC	Increased	9,883(+13.7%)	$335,619	0.0%	+21.67%	27
ROYAL BANK OF CANADA	Decreased	9,419(-7.1%)	$320,000	0.0%	+17.58%	0
RAYMOND JAMES FINANCIAL INC	New	8,393	$285,025	0.0%	+1.01%	32
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Unchanged	1,688	$57,324	0.0%	+42.82%	0
Federation des caisses Desjardins du Quebec	Unchanged	1,671	$56,680	0.0%	+10.92%	0
OSAIC HOLDINGS, INC.	Unchanged	410	$13,923	0.0%	+63.27%	0
Aptus Capital Advisors, LLC	Unchanged	8	$272	0.0%	+46.11%	0
WELLS FARGO & COMPANY/MN	Increased	1	$32	0.0%	+1.01%	8
BANK OF AMERICA CORP /DE/	Exited	0(-100.0%)	$52,470	0.0%	+15.26%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$637,872	0.0%	+9.81%	0
AE Wealth Management LLC	Exited	0(-100.0%)	$975	0.0%	+9.81%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer