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 34 institutions that hold shares in the stock, with a total of 3.58 Million shares, which have been reported (via 13F filing form) to have a value of $99.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
1,373,167
shares
|
$38 Million
5.34% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
460,399
shares
|
$12.8 Million
0.39% of portfolio
|
Q2 2023
New holding
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
438,572
shares
|
$12.1 Million
0.69% of portfolio
|
Q1 2025
Reduced 20.12%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
300,029
shares
|
$8.31 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
218,478
shares
|
$6.05 Million
3.7% of portfolio
|
Q1 2025
Added 10.32%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
136,091
shares
|
$3.77 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
115,371
shares
|
$3.2 Million
2.16% of portfolio
|
Q1 2025
Added 13.98%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
85,039
shares
|
$2.36 Million
0.89% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
62,034
shares
|
$1.72 Million
1.14% of portfolio
|
Q1 2025
Added 17.26%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
48,193
shares
|
$1.33 Million
0.07% of portfolio
|
Q1 2025
Added 45.2%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
43,466
shares
|
$1.2 Million
0.45% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
43,457
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
43,078
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 72.31%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
32,750
shares
|
$907,175
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
27,636
shares
|
$765,517
0.26% of portfolio
|
Q1 2025
Added 60.72%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
21,000
shares
|
$581,700
0.06% of portfolio
|
Q1 2025
Added 132.35%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
19,647
shares
|
$544,221
0.09% of portfolio
|
Q1 2025
Reduced 42.68%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
19,126
shares
|
$529,790
0.09% of portfolio
|
Q2 2024
Reduced 4.02%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
15,385
shares
|
$426,164
0.21% of portfolio
|
Q2 2023
Reduced 6.04%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
13,610
shares
|
$376,997
0.04% of portfolio
|
Q4 2024
Reduced 95.48%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
12,597
shares
|
$348,936
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
12,086
shares
|
$334,782
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
12,060
shares
|
$334,062
0.2% of portfolio
|
Q1 2025
Added 26.11%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
10,420
shares
|
$288,634
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
10,419
shares
|
$288,606
0.11% of portfolio
|
Q1 2025
Reduced 0.74%
|