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Disclosery

IVAL EA SERIES TRUST

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ETF (fund)

36 managers (36 13F filers) reported a position in IVAL shares at 2026-03-31, 3,230,644 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
36
13F filers
36
New
6
Added
14
Reduced
8
Sold out
5
Shares held by filers
3,230,644

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Revolve Wealth Partners, LLC1,242,115$42.2M5.48%-147,37713F-HRTimeline
HighTower Advisors, LLC304,274$10.3M0.01%+1,78213F-HRTimeline
Empirical Finance, LLC294,873$10M0.47%new13F-HR/ATimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC195,357$6.63M2.8%+16,29113F-HRTimeline
Empowered Funds, LLC189,662$6.44M0.04%+3,79813F-HR/ATimeline
Kathmere Capital Management, LLC139,272$4.73M0.29%+54413F-HRTimeline
Savvy Advisors, Inc.122,506$4.16M0.11%new13F-HRTimeline
One Degree Advisors Inc118,150$4.01M1.05%+2,49113F-HRTimeline
Royal Harbor Partners, LLC110,687$3.76M1.27%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.102,848$3.49M0.21%+3,71813F-HRTimelineGroup
Vestment Financial LLC81,971$2.9M1.37%+4,16613F-HRTimeline
Warren Street Wealth Advisors, LLC45,510$1.55M0.4%+2,01113F-HRTimeline
Valley Financial Group, Inc.44,872$1.52M0.82%-96513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC32,750$1.11M<0.01%013F-HRTimelineGroup
L.K. Benson & Company, P.C.30,027$1.02M0.34%+2,13113F-HRTimeline
BAKER BOYER NATIONAL BANK29,069$987K0.3%-33113F-HRTimeline
Well Done, LLC22,243$755K0.11%+5,68513F-HRTimeline
Innova Wealth Partners19,143$650K0.31%new13F-HRTimeline
XY Planning Network, Inc.18,169$628K0.1%-58713F-HRTimeline
Sankala Group LLC15,995$533K0.44%+30213F-HRTimeline
Stokes Family Office, LLC11,887$404K0.04%+2,88713F-HRTimeline
QUARRY HILL ADVISORS, LLC10,845$386K0.16%-92513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,518$357K<0.01%-6,24313F-HR/ATimelineGroup
LPL Financial LLC9,883$336K<0.01%+1,18813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,419$320K<0.01%-71713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,393$285K<0.01%new13F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC6,405$201K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,688$57.3K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,671$56.7K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.410$13.9K<0.01%013F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC12$411<0.01%13F-HRTimelineGroup
Aptus Capital Advisors, LLC8$272<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8$272<0.01%new13F-HRTimeline
Kilter Group LLC2$65<0.01%-113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$32<0.01%+113F-HR/ATimelineGroup
MANNING & NAPIER ADVISORS LLC1$19<0.01%013F-HRTimeline