13F Insight
DOSSIER · 13F Holders · Q3 2026
IVAL

EA SERIES TRUST

37 institutions still hold EA SERIES TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L201·37 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$117M
visible holders
Holders
37
filers reporting
Concentration
40.47%
Revolve Wealth Partners, LLC #1
top holder share
AI Holders Summary · Q3 2026

37 institutions reported IVAL in Q3 2026. Revolve Wealth Partners, LLC leads at 40.5% 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
$48M1.3M4.96%Q3 202602
HighTower Advisors, LLC
CIK 0001462245
$11M316K0.01%Q2 202603
Empirical Finance, LLC
CIK 0001572838
$10M295K0.47%Q1 202604
Empowered Funds, LLC
CIK 0001592828
$7M219K0.04%Q2 202605
ONE PLUS ONE WEALTH MANAGEMENT, LLC
CIK 0001860132
$6M156K2.36%Q3 202606
Kathmere Capital Management, LLC
CIK 0001794543
$5M150K0.26%Q3 202607
Savvy Advisors, Inc.
CIK 0002003633
$4M131K0.09%Q2 202608
One Degree Advisors Inc
CIK 0002005743
$4M118K1.05%Q1 202609
Royal Harbor Partners, LLC
CIK 0001801876
$4M111K1.17%Q2 202610
Stratos Wealth Advisors, LLC
CIK 0001707202
$4M106K0.20%Q2 202611
Vestment Financial LLC
CIK 0002056705
$3M84K1.34%Q3 202612
Stokes Family Office, LLC
CIK 0001802278
$2M51K0.20%Q2 202613
Warren Street Wealth Advisors, LLC
CIK 0001703496
$2M47K0.36%Q2 202614
Valley Financial Group, Inc.
CIK 0002010327
$2M45K0.75%Q2 202615
Vise Technologies, Inc.
CIK 0001812090
$1M41K0.02%Q2 202616
L.K. Benson & Company, P.C.
CIK 0002055235
$1M33K0.35%Q3 202617
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$1M33K0.00%Q2 202618
Innova Wealth Partners
CIK 0001888831
$1M31K0.43%Q3 202619
Well Done, LLC
CIK 0001667132
$1M31K0.15%Q3 202620
BAKER BOYER NATIONAL BANK
CIK 0001079398
$998K29K0.27%Q2 2026
Page 1 of 2
17 more holders available. Log in →