Institutional Ownership Ea Ser Tr Alpha Architect Intl (IVAL)
This table provides information about the institutional ownership of Ea Ser Tr Alpha Architect Intl (IVAL). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 3.81 Million shares, which have been reported (via 13F filing form) to have a value of $92.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
1,230,608
shares
|
$30 Million
5.07% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
553,755
shares
|
$13.5 Million
0.84% of portfolio
|
Q2 2024
Reduced 6.11%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
460,399
shares
|
$11.2 Million
0.39% of portfolio
|
Q2 2023
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
300,791
shares
|
$7.32 Million
1.47% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
202,528
shares
|
$4.93 Million
3.65% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
133,638
shares
|
$3.25 Million
0.34% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
123,574
shares
|
$3.01 Million
0.05% of portfolio
|
Q3 2024
Reduced 39.3%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
100,606
shares
|
$2.45 Million
1.54% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
89,049
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
88,620
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2024
Added 9.06%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
80,750
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
72,968
shares
|
$1.78 Million
0.79% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
44,522
shares
|
$1.08 Million
0.49% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
41,306
shares
|
$1.01 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
37,362
shares
|
$909,764
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
36,222
shares
|
$882,005
0.04% of portfolio
|
Q3 2024
Added 57.45%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
32,927
shares
|
$801,772
0.01% of portfolio
|
Q3 2024
Added 220.55%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
31,344
shares
|
$763,226
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
26,921
shares
|
$655,526
0.26% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
19,126
shares
|
$465,718
0.09% of portfolio
|
Q2 2024
Reduced 4.02%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
16,889
shares
|
$411,247
0.15% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
16,147
shares
|
$393,179
0.32% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
15,385
shares
|
$374,624
0.21% of portfolio
|
Q2 2023
Reduced 6.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
12,043
shares
|
$293,247
0.0% of portfolio
|
Q3 2024
Reduced 63.54%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
10,415
shares
|
$253,605
0.11% of portfolio
|
Q3 2024
Reduced 28.84%
|