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 35 institutions that hold shares in the stock, with a total of 3.55 Million shares, which have been reported (via 13F filing form) to have a value of $105 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
1,352,846
shares
|
$40.2 Million
5.1% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
460,399
shares
|
$13.7 Million
0.39% of portfolio
|
Q2 2023
New holding
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
438,109
shares
|
$13 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
226,528
shares
|
$6.73 Million
3.83% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
223,871
shares
|
$6.65 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
169,388
shares
|
$5.03 Million
3.56% of portfolio
|
Q2 2025
Added 46.82%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
136,536
shares
|
$4.05 Million
0.31% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
93,641
shares
|
$2.78 Million
0.14% of portfolio
|
Q2 2025
Added 94.3%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
92,493
shares
|
$2.75 Million
0.92% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
67,403
shares
|
$2 Million
1.2% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
46,023
shares
|
$1.37 Million
0.44% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
32,750
shares
|
$972,347
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
28,366
shares
|
$842,186
0.27% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
25,060
shares
|
$744,031
0.0% of portfolio
|
Q2 2025
Reduced 41.83%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
21,000
shares
|
$623,490
0.06% of portfolio
|
Q1 2025
Added 132.35%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
18,348
shares
|
$544,752
0.02% of portfolio
|
Q2 2025
Added 45.65%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
17,331
shares
|
$514,557
0.09% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
16,802
shares
|
$498,851
0.16% of portfolio
|
Q2 2025
Added 61.25%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
16,492
shares
|
$489,647
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
16,047
shares
|
$476,435
0.27% of portfolio
|
Q2 2025
Added 32.77%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
15,385
shares
|
$456,780
0.21% of portfolio
|
Q2 2023
Reduced 6.04%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
14,173
shares
|
$420,796
0.06% of portfolio
|
Q2 2025
Reduced 27.86%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
11,770
shares
|
$349,451
0.19% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
7,320
shares
|
$217,330
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
2,000
shares
|
$59,380
0.02% of portfolio
|
Q2 2025
Reduced 80.8%
|