EA SERIES TRUST
Institutional coverage
34 13F filers hold $IVAL.
13F holders
34
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
2 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
01
One Plus One Wealth Management, LLC
2.80% held
α +21.1pts
02
Quarry Hill Advisors, LLC
0.16% NEW
α +11.4pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 34 · Source: 13F-HR01
Revolve Wealth Partners, LLC
5.14% of portfolio
1,389,492 sh
02
Flower City Capital
5.48% of portfolio
1,242,115 sh
03
Kentucky Retirement Systems Insurance Trust Fund
0.04% of portfolio
340,656 sh
04
Private Harbour Investment Management & Counsel, LLC
0.01% of portfolio
304,274 sh
05
Palestra Capital Management LLC
0.47% of portfolio
294,873 sh
06
Monimus Capital Management, LP
2.80% of portfolio
195,357 sh
07
Matrix Trust Co
0.29% of portfolio
139,272 sh
08
Philip James Wealth Mangement, LLC
0.11% of portfolio
122,506 sh
09
Financiere des Professionnels - Fonds d,investissement inc.
1.05% of portfolio
118,150 sh
10
John W. Brooker & Co., CPAs
1.27% of portfolio
110,687 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $IVAL in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $IVAL in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:17 UTC.