Institutional Ownership Ea Ser Tr Alpha Architect Intl (IVAL)
This table provides information about the institutional ownership of Ea Ser Tr Alpha Architect Intl (IVAL). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 3.75 Million shares, which have been reported (via 13F filing form) to have a value of $94.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,254,005
shares
|
$31.4 Million
3.31% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
549,009
shares
|
$13.7 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
460,399
shares
|
$11.5 Million
0.39% of portfolio
|
Q2 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
270,744
shares
|
$6.77 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
198,045
shares
|
$4.95 Million
3.31% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
137,412
shares
|
$3.44 Million
0.31% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
137,019
shares
|
$3.43 Million
0.05% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 29, 2025 Q4 2024 |
101,221
shares
|
$2.53 Million
1.43% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
81,162
shares
|
$2.03 Million
0.82% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
57,855
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Reduced 34.72%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
57,293
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 35.66%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
52,902
shares
|
$1.32 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
46,508
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 42.4%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
39,550
shares
|
$988,750
0.4% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
39,541
shares
|
$988,525
0.01% of portfolio
|
Q4 2024
Added 20.09%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
34,278
shares
|
$856,950
0.15% of portfolio
|
Q4 2024
Reduced 17.01%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
33,191
shares
|
$829,775
0.04% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
33,137
shares
|
$828,425
0.0% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
25,000
shares
|
$625,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
20,668
shares
|
$516,700
0.18% of portfolio
|
Q4 2024
Reduced 23.23%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
19,126
shares
|
$478,150
0.08% of portfolio
|
Q2 2024
Reduced 4.02%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
17,195
shares
|
$429,875
0.14% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
16,147
shares
|
$403,675
0.3% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
15,385
shares
|
$384,625
0.21% of portfolio
|
Q2 2023
Reduced 6.04%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
13,610
shares
|
$340,250
0.05% of portfolio
|
Q4 2024
Reduced 95.48%
|