DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated

IVAL

EA SERIES TRUST

38 institutions still hold EA SERIES TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L201·38 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 4.4%

vs prior quarter

13F value held

$104M

74.0% inst. owned

of float

Holders

38

+13 QoQ

filers reporting

Activity

+35 / −67

+915 added · −680 reduced

this quarter

Concentration

40.63%

Revolve Wealth Partners, LLC #1

top holder share

AI Holders Summary · Q1 2026

38 institutions reported IVAL in Q1 2026. Revolve Wealth Partners, LLC leads at 40.6% of the visible book. +13 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

Revolve Wealth Partners, LLC

$42M1.2M5.48%Q1 2026 02

HighTower Advisors, LLC

$10M304K0.01%Q1 2026 03

Empirical Finance, LLC

$10M295K0.47%Q1 2026 04

ONE PLUS ONE WEALTH MANAGEMENT, LLC

$7M195K2.80%Q1 2026 05

Empowered Funds, LLC

$6M190K0.04%Q1 2026 06

Kathmere Capital Management, LLC

$5M139K0.29%Q1 2026 07

Savvy Advisors, Inc.

$4M123K0.11%Q1 2026 08

Royal Harbor Partners, LLC

$4M111K1.27%Q1 2026 09

Stratos Wealth Advisors, LLC

$3M103K0.21%Q1 2026 10

Vestment Financial LLC

$3M82K1.37%Q1 2026 11

Warren Street Wealth Advisors, LLC

$2M46K0.39%Q1 2026 12

Valley Financial Group, Inc.

$2M45K0.82%Q1 2026 13

AQR CAPITAL MANAGEMENT LLC

$1M33K0.00%Q1 2026 14

L.K. Benson & Company, P.C.

$1M30K0.34%Q1 2026 15

BAKER BOYER NATIONAL BANK

$987,18029K0.30%Q1 2026 16

$755,37122K0.11%Q1 2026 17

Innova Wealth Partners

$650,09419K0.31%Q1 2026 18

XY Planning Network, Inc.

$627,53718K0.10%Q1 2026 19

Sankala Group LLC

$533,12216K0.44%Q1 2026 20

Stokes Family Office, LLC

$403,68112K0.04%Q1 2026

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