EA Series Trust - IVAL

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$57.64M
QoQ value delta ($000)
-$33.03M (-36.43%)
Implied price effect (QoQ)
+7.79%
Shares
Total shares
1,697,353
QoQ shares delta
-1,180,657 (-41.02%)
Total shares held by funds (by quarter)

Market chart (IVAL)

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Top holders (Q1 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Revolve Wealth Partners, LLC 42,182 1,242,115 5.48%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 6,634 195,357 2.8%
Royal Harbor Partners, LLC 3,758 110,687 1.27%
Warren Street Wealth Advisors, LLC 1,545 45,510 0.39%
L.K. Benson & Company, P.C. 1,019 30,027 0.34%
Well Done, LLC 755 22,243 0.11%
XY Planning Network, Inc. 627 18,169 0.1%
Sankala Group LLC 533 15,995 0.44%
QUARRY HILL ADVISORS, LLC 386 10,845 0.16%
SAX WEALTH ADVISORS, LLC 201 6,405 0.01%