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 3.65 Million shares, which have been reported (via 13F filing form) to have a value of $102 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
|
$38.4 Million
5.34% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
460,399
shares
|
$12.9 Million
0.39% of portfolio
|
Q2 2023
New holding
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
438,572
shares
|
$12.3 Million
0.69% of portfolio
|
Q1 2025
Reduced 20.12%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
300,029
shares
|
$8.38 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
218,478
shares
|
$6.1 Million
3.7% of portfolio
|
Q1 2025
Added 10.32%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
169,388
shares
|
$4.73 Million
3.56% of portfolio
|
Q2 2025
Added 46.82%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
136,536
shares
|
$3.81 Million
0.31% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
85,039
shares
|
$2.38 Million
0.89% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
67,403
shares
|
$1.88 Million
1.2% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
48,193
shares
|
$1.35 Million
0.07% of portfolio
|
Q1 2025
Added 45.2%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
46,023
shares
|
$1.29 Million
0.44% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
43,457
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
43,078
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Added 72.31%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
32,750
shares
|
$915,035
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
27,636
shares
|
$772,149
0.26% of portfolio
|
Q1 2025
Added 60.72%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
21,000
shares
|
$586,740
0.06% of portfolio
|
Q1 2025
Added 132.35%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
19,647
shares
|
$548,937
0.09% of portfolio
|
Q1 2025
Reduced 42.68%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
17,331
shares
|
$484,228
0.09% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
16,802
shares
|
$469,447
0.16% of portfolio
|
Q2 2025
Added 61.25%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
15,385
shares
|
$429,856
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
|
$380,263
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
|
$351,960
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
12,086
shares
|
$337,682
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
12,060
shares
|
$336,956
0.2% of portfolio
|
Q1 2025
Added 26.11%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
10,419
shares
|
$291,106
0.11% of portfolio
|
Q1 2025
Reduced 0.74%
|