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 41 institutions that hold shares in the stock, with a total of 3.87 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
|
$36.2 Million
5.34% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
549,009
shares
|
$14.5 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
460,399
shares
|
$12.1 Million
0.39% of portfolio
|
Q2 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
270,744
shares
|
$7.14 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
198,045
shares
|
$5.22 Million
3.31% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
137,019
shares
|
$3.61 Million
0.05% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
136,091
shares
|
$3.59 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
115,371
shares
|
$3.04 Million
2.16% of portfolio
|
Q1 2025
Added 13.98%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
81,162
shares
|
$2.14 Million
0.82% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
62,034
shares
|
$1.64 Million
1.14% of portfolio
|
Q1 2025
Added 17.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
57,855
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 34.72%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
48,193
shares
|
$1.27 Million
0.07% of portfolio
|
Q1 2025
Added 45.2%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
46,508
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 42.4%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
43,466
shares
|
$1.15 Million
0.45% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
39,541
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Added 20.09%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
34,278
shares
|
$903,910
0.15% of portfolio
|
Q4 2024
Reduced 17.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
33,137
shares
|
$873,822
0.0% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
27,636
shares
|
$728,761
0.26% of portfolio
|
Q1 2025
Added 60.72%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
25,000
shares
|
$659,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
19,126
shares
|
$504,352
0.09% of portfolio
|
Q2 2024
Reduced 4.02%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
15,385
shares
|
$405,702
0.21% of portfolio
|
Q2 2023
Reduced 6.04%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
13,610
shares
|
$358,895
0.05% of portfolio
|
Q4 2024
Reduced 95.48%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
12,086
shares
|
$318,707
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
12,060
shares
|
$318,022
0.2% of portfolio
|
Q1 2025
Added 26.11%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
10,497
shares
|
$276,805
0.1% of portfolio
|
Q4 2024
Added 0.79%
|