EA SERIES TRUST

Watch

Share

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

QVAL (EA SERIES TRUST) is held by 22 institutional investors as of Q2 2026. Largest holders: Waverly Advisors, LLC ($11.5M), RAYMOND JAMES FINANCIAL INC ($10.4M), ROYAL BANK OF CANADA ($6.1M). Net institutional sentiment: Mixed.

22

Holders

(2 Elite)

$47.9M

Total Value

50% (22)

Consensus

11 buying - 11 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Loading verdict

Institutional (13F)39

Insider (Form 4)52

Activist (13D/13G)26

Congressional (STOCK Act)52

Holder Quality

25

★★★★★

Elite

69

★★★★

Strong

33

★★★

Solid

71

★★

Below

70

★

Weak

Held by 22 funds

2 elite

Who's Trading

Source dates: Price Sep 21, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for QVAL.

Top Holders

Top Holders (22)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WAWaverly Advisors, LLC	Decreased	208,210(-0.3%)	$11.5M	0.1%	+79.16%	0
RAYMOND JAMES FINANCIAL INC	Increased	187,337(+2.8%)	$10.4M	0.0%	+37.82%	28
ROYAL BANK OF CANADA	Decreased	110,464(-1.8%)	$6.1M	0.0%	+37.43%	0
Empowered Funds, LLC	Increased	104,967(+4.5%)	$5.8M	0.0%	—	28
LPL Financial LLC	Increased	92,275(+4.7%)	$5.1M	0.0%	+52.72%	28
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	62,911(-66.3%)	$3.5M	0.0%	+37.78%	0
Mariner, LLC	Decreased	56,119(-3.2%)	$3.1M	0.0%	+15.87%	0
OneDigital Investment Advisors LLC	Increased	52,221(+3.4%)	$2.9M	0.0%	+36.88%	27
Equitable Holdings, Inc.	Increased	37,530(+7.6%)	$2.1M	0.0%	—	28
Pathstone Holdings, LLC	Increased	23,223(+48.8%)	$1.3M	0.0%	+34.97%	35
Quantinno Capital Management LP	Increased	14,020(+13.4%)	$777,409	0.0%	+15.12%	28
COMMONWEALTH EQUITY SERVICES, LLC	Increased	12,461(+91.7%)	$690,960	0.0%	+16.73%	39
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	7,901(+29.2%)	$438,110	0.0%	+49.69%	30
OSAIC HOLDINGS, INC.	Increased	7,427(+1121.5%)	$411,826	0.0%	+11.66%	38
AQR CAPITAL MANAGEMENT LLC	Decreased	7,339(-1.0%)	$406,948	0.0%	+44.34%	0
TWO SIGMA INVESTMENTS, LP	New	7,080	$392,586	0.0%	+9.79%	33
&PARTNERS	New	4,188	$232,211	0.0%	+9.79%	32
Cetera Investment Advisers	Unchanged	4,022	$223,020	0.0%	+15.87%	0
MORGAN STANLEY	Increased	3,515(+233.8%)	$194,920	0.0%	+15.79%	25
Federation des caisses Desjardins du Quebec	Decreased	2,074(-27.1%)	$114,900	0.0%	+22.89%	0

Showing 1-20 of 26

Per page:

1 / 2

QVALEA SERIES TRUST

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

324 holders · $20.7B

SPYSTATE STR SPDR S&P 500 ETF T

286 holders · $340.8B

IVVISHARES TR

252 holders · $559.6B

QQQINVESCO QQQ TR

237 holders · $121.6B

IWMISHARES TR

235 holders · $66.3B

VOOVANGUARD INDEX FDS

235 holders · $261.4B

GLDSPDR GOLD TR

228 holders · $32.8B

XLFSELECT SECTOR SPDR TR

217 holders · $31.4B

XLESELECT SECTOR SPDR TR

216 holders · $17.1B

EFAISHARES TR

214 holders · $46.9B

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