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

Latest / Compare
Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$109.8M
QoQ value delta ($000)
+$19.15M (+21.13%)
Implied price effect (QoQ)
+7.9%
Shares
Total shares
3,230,644
QoQ shares delta
+352,634 (+12.25%)
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%
HighTower Advisors, LLC 10,333 304,274 0.01%
Empirical Finance, LLC 10,013 294,873 0.47%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 6,634 195,357 2.8%
Empowered Funds, LLC 6,440 189,662 0.04%
Kathmere Capital Management, LLC 4,729 139,272 0.29%
Savvy Advisors, Inc. 4,160 122,506 0.11%
One Degree Advisors Inc 4,012 118,150 1.05%
Royal Harbor Partners, LLC 3,758 110,687 1.27%
Stratos Wealth Advisors, LLC 3,492 102,848 0.21%
Vestment Financial LLC 2,904 81,971 1.37%
Warren Street Wealth Advisors, LLC 1,545 45,510 0.39%
Valley Financial Group, Inc. 1,523 44,872 0.82%
AQR CAPITAL MANAGEMENT LLC 1,112 32,750 0.0%
L.K. Benson & Company, P.C. 1,019 30,027 0.34%
BAKER BOYER NATIONAL BANK 987 29,069 0.3%
Well Done, LLC 755 22,243 0.11%
Innova Wealth Partners 650 19,143 0.31%
XY Planning Network, Inc. 627 18,169 0.1%
Sankala Group LLC 533 15,995 0.44%
Stokes Family Office, LLC 403 11,887 0.04%
QUARRY HILL ADVISORS, LLC 386 10,845 0.16%
AMERIPRISE FINANCIAL INC 357 10,518 0.0%
LPL Financial LLC 335 9,883 0.0%
ROYAL BANK OF CANADA 320 9,419 0.0%