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 36 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 $90.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Apr 15, 2024 Q1 2024 |
1,130,762
shares
|
$28.5 Million
5.43% of portfolio
|
Q1 2024
Added 4.24%
|
|
|
Empirical Finance, LLC
|
May 06, 2024 Q1 2024 |
589,799
shares
|
$14.9 Million
0.98% of portfolio
|
Q1 2024
Reduced 46.23%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
460,399
shares
|
$11.6 Million
0.39% of portfolio
|
Q2 2023
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 08, 2024 Q1 2024 |
297,374
shares
|
$7.5 Million
1.52% of portfolio
|
Q1 2024
Added 6.58%
|
|
|
One Plus One Wealth Management, LLC
|
Apr 10, 2024 Q1 2024 |
214,299
shares
|
$5.4 Million
3.32% of portfolio
|
Q1 2024
Reduced 23.1%
|
|
|
Empowered Funds, LLC
|
May 07, 2024 Q1 2024 |
205,415
shares
|
$5.18 Million
0.1% of portfolio
|
Q1 2024
Reduced 59.99%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 15, 2024 Q1 2024 |
167,640
shares
|
$4.23 Million
3.44% of portfolio
|
Q1 2024
Added 4.28%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 01, 2024 Q2 2024 |
118,565
shares
|
$2.99 Million
0.37% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 03, 2024 Q1 2024 |
67,414
shares
|
$1.7 Million
0.91% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
40,538
shares
|
$1.02 Million
0.55% of portfolio
|
Q1 2024
Added 4.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
38,154
shares
|
$962,243
0.0% of portfolio
|
Q1 2024
Added 10.45%
|
|
|
Wespac Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
32,294
shares
|
$814,454
0.52% of portfolio
|
Q4 2023
New holding
|
|
|
Lansing Street Advisors
|
Apr 29, 2024 Q1 2024 |
30,309
shares
|
$764,392
0.37% of portfolio
|
Q1 2024
Reduced 4.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
23,097
shares
|
$582,506
0.0% of portfolio
|
Q1 2024
Added 64.11%
|
|
|
Well Done, LLC
|
Apr 18, 2024 Q1 2024 |
19,927
shares
|
$502,558
0.11% of portfolio
|
Q2 2023
Added 0.45%
|
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
15,837
shares
|
$399,409
0.0% of portfolio
|
Q1 2024
Reduced 11.93%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
15,385
shares
|
$388,009
0.21% of portfolio
|
Q2 2023
Reduced 6.04%
|
|
|
Baker Boyer National Bank
|
Apr 12, 2024 Q1 2024 |
14,503
shares
|
$365,765
0.13% of portfolio
|
Q1 2024
Added 7.93%
|
|
|
Kathleen S. Wright Associates Inc.
|
Apr 17, 2024 Q1 2024 |
14,419
shares
|
$363,647
0.18% of portfolio
|
Q1 2024
Added 5.77%
|
|
|
Stokes Family Office, LLC
|
May 06, 2024 Q1 2024 |
12,777
shares
|
$322,235
0.04% of portfolio
|
Q3 2023
Added 6.48%
|
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
10,857
shares
|
$273,813
0.01% of portfolio
|
Q1 2024
Reduced 62.8%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
9,901
shares
|
$249,703
0.04% of portfolio
|
Q1 2024
Reduced 43.66%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
9,317
shares
|
$234,974
0.0% of portfolio
|
Q1 2024
Reduced 89.97%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 26, 2024 Q1 2024 |
8,905
shares
|
$224,584
0.18% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
8,521
shares
|
$214,899
0.01% of portfolio
|
Q4 2023
Reduced 43.56%
|
|