Ea Series Trust (IVAL) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ea Series Trust (IVAL) following the 2026 Q2 hedge fund 13F filings?

As of today, IVAL has moved -0.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (June 30, 2026), IVAL gained +7.2% vs -0.2% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ea Series Trust (IVAL)

35 + Investors. Track Smart Money conviction in IVAL. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — IVAL

Based on 35 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added IVAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 90% of 3.0Y peak

90% of all-time peak

35 funds currently hold this stock — 90% of the 3.0-year high of 39 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding IVAL is almost the same as a year ago (+1 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 61% buying

19 buying12 selling

Last quarter: 19 funds were net buyers (4 opened a brand new position + 15 added to an existing one). Only 12 were sellers (9 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 8 → 6 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 20% medium ■ 20% new

21 out of 35 hedge funds have held IVAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~4 new funds/quarter

7 → 3 → 8 → 6 → 4 new funds/Q

New funds entering each quarter: 3 → 8 → 6 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 57% veterans vs 29% newcomers

■ 57% veterans ■ 14% 1-2yr ■ 29% new

Entry-cohort mix of 35 holders: 20 (57%) are 2+ year veterans, 5 entered 1–2 years ago, and 10 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds

4 of 35 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.1

out of 10

Low Exit Risk

Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	35	34	2.94%
13F Shares	3M	3M	1.93%
Total Value	$108M	$105M	2.11%
New Positions	4	6	-2
Increased Positions	15	13	+2
Closed Positions	3	6	-3
Reduced Positions	9	8	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

2.94%

13F Shares

1.93%

Total Value

$108M

$105M

2.11%

New Positions

-2

Increased Positions

Closed Positions

-3

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

35 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IVAL. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IVAL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Revolve Wealth Partners, LLC	4.48%	1,268,919	$43.2M
2	One Plus One Wealth Management, LLC	2.24%	152,449	$5.2M
3	Vestment Financial LLC	1.30%	84,126	$2.9M
4	Royal Harbor Partners, LLC	1.17%	110,812	$3.8M
5	Valley Financial Group, Inc.	0.75%	44,536	$1.5M
6	Sankala Group LLC	0.58%	23,584	$862K
7	Innova Wealth Partners	0.36%	26,139	$891K
8	Warren Street Wealth Advisors, LLC	0.36%	47,237	$1.6M
9	L.K. Benson & Company, P.C.	0.29%	28,262	$963K
10	Baker Boyer National Bank	0.27%	29,296	$998K
11	Kathmere Capital Management, LLC	0.26%	143,563	$4.9M
12	Empirical Finance, LLC	0.24%	172,106	$5.9M
13	Stokes Family Office, LLC	0.20%	50,762	$1.7M
14	Stratos Wealth Advisors, LLC	0.20%	106,179	$3.6M
15	Quarry Hill Advisors, LLC	0.14%	10,826	$369K
16	Well Done, LLC	0.10%	22,492	$766K
17	Savvy Advisors, Inc.	0.09%	131,099	$4.5M
18	XY Planning Network, Inc.	0.07%	16,060	$547K
19	Empowered Funds, LLC	0.04%	218,580	$7.4M
20	Vise Technologies, Inc.	0.02%	40,838	$1.4M
21	HighTower Advisors, LLC	0.01%	316,419	$10.8M
22	Old Mission Capital LLC	0.00%	8,732	$297K
23	Aqr Capital Management LLC	0.00%	32,750	$1.1M
24	O'shaughnessy Asset Management, LLC	0.00%	1,255	$43K
25	Federation des caisses Desjardins du Quebec	0.00%	1,671	$57K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Ea Series Trust (IVAL)

What does the Smart Money Trend signal show for IVAL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IVAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IVAL?

More buyers than sellers — 61% buying: Last quarter: 19 funds were net buyers (4 opened a brand new position + 15 added to an existing one). Only 12 were sellers (9 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IVAL holders?

Smaller funds dominant — 1% AUM from top-100: 4 of 35 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IVAL?

60% of holders stayed for 2+ years: 21 out of 35 hedge funds have held IVAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ea Series Trust (IVAL) following the 2026 Q2 hedge fund 13F filings?

As of today, IVAL has moved -0.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (June 30, 2026), IVAL has gained +7.2% vs -0.2% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Ea Series Trust (IVAL)

Smart Money Signals — IVAL

Buying streak — 1 quarter in a row

High ownership — 90% of 3.0Y peak

Stable — ownership unchanged year-over-year

More buyers than sellers — 61% buying

Steady new buyers — ~4 new funds per quarter

60% of holders stayed for 2+ years

Steady discovery — ~4 new funds/quarter

Veteran-anchored — 57% veterans vs 29% newcomers

Smaller funds dominant — 1% AUM from top-100

Institutional Sentiment Summary — IVAL

Hedge Fund Ownership: IVAL

Market Analysis: IVAL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IVAL

Is It Too Late to Buy Ea Series Trust (IVAL) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IVAL

Statistics: IVAL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ea Series Trust (IVAL)

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