EA SERIES TRUST (QVAL) is held by 24 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Waverly Advisors, LLC as of Q1 2026.

Are institutions buying or selling QVAL?

In Q1 2026, 15 institutions opened or increased positions in EA SERIES TRUST while 9 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on QVAL?

HoldingsIntel scores EA SERIES TRUST across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for QVAL. In Q1 2026, the institutional leg showed net inflows: 15 buying versus 9 selling.

How many hedge funds hold QVAL?

24 institutional investors report holding EA SERIES TRUST (QVAL) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into QVAL?

As of Q1 2026, tracked institutions in EA SERIES TRUST show 15 buyers versus 9 sellers — net inflows.

EA SERIES TRUST

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

Holders

(2 Elite)

$56.4M

Total Value

63% (24)

Consensus

15 buying - 9 selling

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

Smart Money Verdict

View all

Held by 24 funds

2 elite

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WAWaverly Advisors, LLC	Increased	208,749(+0.9%)	$10.9M	0.1%	+77.54%	28
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	186,509(+8.7%)	$9.7M	0.0%	+36.54%	30
RAYMOND JAMES FINANCIAL INC	Decreased	182,293(-1.0%)	$9.5M	0.0%	+37.55%	0
ROYAL BANK OF CANADA	Decreased	112,437(-5.9%)	$5.9M	0.0%	+35.95%	0
Empowered Funds, LLC	Increased	100,408(+895.2%)	$5.2M	0.0%	+15.58%	44
LPL Financial LLC	Increased	88,139(+9.1%)	$4.6M	0.0%	+54.17%	29
Mariner, LLC	New	57,995	$3M	0.0%	+14.83%	37
OneDigital Investment Advisors LLC	Decreased	50,497(-1.3%)	$2.6M	0.0%	+36.80%	0
Equitable Holdings, Inc.	Increased	34,892(+16.3%)	$1.7M	0.0%	+31.77%	30
Pathstone Holdings, LLC	Increased	15,608(+0.4%)	$813,840	0.0%	+50.61%	25
Quantinno Capital Management LP	New	12,361	$644,520	0.0%	+14.83%	34
AQR CAPITAL MANAGEMENT LLC	Increased	7,410(+2.5%)	$386,352	0.0%	+43.03%	24
COMMONWEALTH EQUITY SERVICES, LLC	Unchanged	6,500	$338,920	0.0%	+22.80%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	6,116(-24.5%)	$318,897	0.0%	+65.95%	0
Cetera Investment Advisers	New	4,022	$209,713	0.0%	+14.83%	32
JPMORGAN CHASE & CO	Increased	3,317(+2040.0%)	$169,134	0.0%	+15.46%	25
Federation des caisses Desjardins du Quebec	Increased	2,843(+13.6%)	$148,035	0.0%	+21.78%	25
MAI Capital Management	Unchanged	1,500	$78,213	0.0%	+37.61%	0
MORGAN STANLEY	Increased	1,053(+58.1%)	$54,914	0.0%	+31.58%	20
OSAIC HOLDINGS, INC.	Decreased	608(-29.8%)	$31,736	0.0%	+36.82%	0

Showing 1-20 of 28

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QVALEA SERIES TRUST

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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