13F Insight
DOSSIER · 13F Holders · Q2 2026
IVAL

EA SERIES TRUST

37 institutions still hold EA SERIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L201·37 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$107M
visible holders
Holders
37
filers reporting
Concentration
40.33%
Revolve Wealth Partners, LLC #1
top holder share
AI Holders Summary · Q2 2026

37 institutions reported IVAL in Q2 2026. Revolve Wealth Partners, LLC leads at 40.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Revolve Wealth Partners, LLC
CIK 0001808992
$43M1.3M4.48%Q2 202602
HighTower Advisors, LLC
CIK 0001462245
$10M304K0.01%Q1 202603
Empirical Finance, LLC
CIK 0001572838
$10M295K0.47%Q1 202604
Empowered Funds, LLC
CIK 0001592828
$6M190K0.04%Q1 202605
ONE PLUS ONE WEALTH MANAGEMENT, LLC
CIK 0001860132
$5M152K2.24%Q2 202606
Kathmere Capital Management, LLC
CIK 0001794543
$5M139K0.29%Q1 202607
Savvy Advisors, Inc.
CIK 0002003633
$4M123K0.11%Q1 202608
One Degree Advisors Inc
CIK 0002005743
$4M118K1.05%Q1 202609
Royal Harbor Partners, LLC
CIK 0001801876
$4M111K1.27%Q1 202610
Stratos Wealth Advisors, LLC
CIK 0001707202
$3M103K0.21%Q1 202611
Vestment Financial LLC
CIK 0002056705
$3M84K1.30%Q2 202612
Warren Street Wealth Advisors, LLC
CIK 0001703496
$2M47K0.36%Q2 202613
Valley Financial Group, Inc.
CIK 0002010327
$2M45K0.82%Q1 202614
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$1M33K0.00%Q1 202615
BAKER BOYER NATIONAL BANK
CIK 0001079398
$987K29K0.30%Q1 202616
L.K. Benson & Company, P.C.
CIK 0002055235
$963K28K0.29%Q2 202617
Innova Wealth Partners
CIK 0001888831
$891K26K0.36%Q2 202618
Well Done, LLC
CIK 0001667132
$766K22K0.10%Q2 202619
XY Planning Network, Inc.
CIK 0001873438
$547K16K0.07%Q2 202620
Sankala Group LLC
CIK 0002113426
$533K16K0.44%Q1 2026
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