EA Series Trust (IVAL): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow IVAL for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 36

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$34.07

+0.3% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of IVAL (all 13F filers)

Revolve Wealth Partners1.3 MWealth adviser+27 K
HighTower Advisors316 KWealth adviser+12 K
Empowered Funds219 KType not verified+29 K
Empirical Finance172 KType not verified−123 K
One Plus One Wealth Management152 KWealth adviser−43 K
Kathmere Capital Management144 KType not verified+4,291
Savvy Advisors131 KType not verified+8,593
One Degree Advisors124 KType not verified+5,722
Royal Harbor Partners111 KType not verified+125
Stratos Wealth Advisors106 KWealth adviser+3,331

Filer	Type
Revolve Wealth Partners	Wealth adviser	1.3 M	+27 K	$43.2M
HighTower Advisors	Wealth adviser	316 K	+12 K	$10.8M
Empowered Funds	Type not verified	219 K	+29 K	$7.4M
Empirical Finance	Type not verified	172 K	−123 K	$5.9M
One Plus One Wealth Management	Wealth adviser	152 K	−43 K	$5.2M
Kathmere Capital Management	Type not verified	144 K	+4,291	$4.9M
Savvy Advisors	Type not verified	131 K	+8,593	$4.5M
One Degree Advisors	Type not verified	124 K	+5,722	$4.2M
Royal Harbor Partners	Type not verified	111 K	+125	$3.8M
Stratos Wealth Advisors	Wealth adviser	106 K	+3,331	$3.6M

Revolve Wealth Partners
Shares
1.3 M
Change
+27 K
See more
Type
Wealth adviser
Value
$43.2M
HighTower Advisors
Shares
316 K
Change
+12 K
See more
Type
Wealth adviser
Value
$10.8M
Empowered Funds
Shares
219 K
Change
+29 K
See more
Type
Type not verified
Value
$7.4M
Empirical Finance
Shares
172 K
Change
−123 K
See more
Type
Type not verified
Value
$5.9M
One Plus One Wealth Management
Shares
152 K
Change
−43 K
See more
Type
Wealth adviser
Value
$5.2M
Kathmere Capital Management
Shares
144 K
Change
+4,291
See more
Type
Type not verified
Value
$4.9M
Savvy Advisors
Shares
131 K
Change
+8,593
See more
Type
Type not verified
Value
$4.5M
One Degree Advisors
Shares
124 K
Change
+5,722
See more
Type
Type not verified
Value
$4.2M
Royal Harbor Partners
Shares
111 K
Change
+125
See more
Type
Type not verified
Value
$3.8M
Stratos Wealth Advisors
Shares
106 K
Change
+3,331
See more
Type
Wealth adviser
Value
$3.6M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗