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 33 institutions that hold shares in the stock, with a total of 3.6 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
1,399,493
shares
|
$42.9 Million
5.28% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
460,399
shares
|
$14.1 Million
0.39% of portfolio
|
Q2 2023
New holding
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
367,721
shares
|
$11.3 Million
0.54% of portfolio
|
Q3 2025
Reduced 16.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
297,670
shares
|
$9.13 Million
0.01% of portfolio
|
Q3 2025
Added 32.96%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
232,127
shares
|
$7.12 Million
3.97% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
175,639
shares
|
$5.39 Million
3.85% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
135,094
shares
|
$4.14 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
106,286
shares
|
$3.26 Million
0.98% of portfolio
|
Q3 2025
Added 14.91%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
94,167
shares
|
$2.89 Million
0.14% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
72,023
shares
|
$2.21 Million
1.25% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
55,292
shares
|
$1.7 Million
0.52% of portfolio
|
Q3 2025
Added 20.14%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
32,750
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
29,174
shares
|
$894,474
0.29% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
21,000
shares
|
$643,860
0.06% of portfolio
|
Q1 2025
Added 132.35%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
17,948
shares
|
$550,285
0.29% of portfolio
|
Q3 2025
Added 11.85%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
16,802
shares
|
$515,149
0.16% of portfolio
|
Q2 2025
Added 61.25%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
16,558
shares
|
$507,668
0.09% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
15,385
shares
|
$471,704
0.21% of portfolio
|
Q2 2023
Reduced 6.04%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
12,508
shares
|
$383,495
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
11,770
shares
|
$360,868
0.18% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
9,175
shares
|
$281,305
0.04% of portfolio
|
Q3 2025
Reduced 35.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
8,796
shares
|
$269,685
0.0% of portfolio
|
Q3 2025
Added 20.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
6,958
shares
|
$213,332
0.0% of portfolio
|
Q1 2025
Reduced 83.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,371
shares
|
$103,354
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
2,000
shares
|
$61,320
0.02% of portfolio
|
Q2 2025
Reduced 80.8%
|
|