EA SERIES TRUST

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QVAL·02072L102·US·ETF·Unknown - Unknown

QVAL (EA SERIES TRUST) is held by 24 institutional investors as of Q1 2026. Largest holders: Waverly Advisors, LLC ($10.9M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($9.7M), RAYMOND JAMES FINANCIAL INC ($9.5M). Net institutional sentiment: Mixed.

24

Holders

Avg rating(3 Elite)

$56.4M

Total Value

63% (28)

Fund Consensus

15 buying - 9 selling

Smart Money Verdict

View all

58Mixed MomentumSingle Source

Institutional (13F)58

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

Holder Quality

3

★★★★★

Elite

11

★★★★

Strong

9

★★★

Solid

5

★★

Below

0

★

Weak

Held by 24 funds

3 elite

No recent insider, activist, or congressional trades found for this stock

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

Positions (24)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WAWaverly Advisors, LLC	Increased	208,749(+0.9%)	$10.9M	0.1%	+55.15%	28
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	186,509(+8.7%)	$9.7M	0.0%	+19.32%	30
RAYMOND JAMES FINANCIAL INC	Decreased	182,293(-1.0%)	$9.5M	0.0%	+20.20%	0
ROYAL BANK OF CANADA	Decreased	112,437(-5.9%)	$5.9M	0.0%	+18.80%	0
Empowered Funds, LLC	Increased	100,408(+895.2%)	$5.2M	0.0%	+1.00%	44
LPL Financial LLC	Increased	88,139(+9.1%)	$4.6M	0.0%	+34.73%	29
Mariner, LLC	New	57,995	$3M	0.0%	+0.34%	37
OneDigital Investment Advisors LLC	Decreased	50,497(-1.3%)	$2.6M	0.0%	+19.55%	0
Equitable Holdings, Inc.	Increased	34,892(+16.3%)	$1.7M	0.0%	+15.15%	30
Pathstone Holdings, LLC	Increased	15,608(+0.4%)	$813,840	0.0%	+31.62%	25
Quantinno Capital Management LP	New	12,361	$644,520	0.0%	+0.34%	34
AQR CAPITAL MANAGEMENT LLC	Increased	7,410(+2.5%)	$386,352	0.0%	+24.99%	24
COMMONWEALTH EQUITY SERVICES, LLC	Unchanged	6,500	$338,920	0.0%	+7.31%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	6,116(-24.5%)	$318,897	0.0%	+45.02%	0
Cetera Investment Advisers	New	4,022	$209,713	0.0%	+0.34%	32
JPMORGAN CHASE & CO	Increased	3,317(+2040.0%)	$169,134	0.0%	+0.90%	25
Federation des caisses Desjardins du Quebec	Increased	2,843(+13.6%)	$148,035	0.0%	+6.42%	25
MAI Capital Management	Unchanged	1,500	$78,213	0.0%	+20.26%	0
MORGAN STANLEY	Increased	1,053(+58.1%)	$54,914	0.0%	+14.98%	20
OSAIC HOLDINGS, INC.	Decreased	608(-29.8%)	$31,736	0.0%	+19.57%	0

Showing 1-20 of 28

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

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