Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EA SERIES TRUST (IVAL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
58%

Smart Money Signals — IVAL

Based on 34 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
34 funds currently hold this stock — 87% 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.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

19 buying14 selling
Last quarter: 19 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 3 → 8 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 21% medium ■ 26% new
18 out of 34 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 — ~6 new funds/quarter

5 → 7 → 3 → 8 → 6 new funds/Q
New funds entering each quarter: 7 → 3 → 8 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 9% 1-2yr ■ 38% new
Of 34 current holders: 18 (53%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
5 of 34 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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.

Institutional Sentiment Summary — IVAL

In 2026 Q1, 19 hedge funds were net buyers of IVAL (6 opened a new position, 13 added to an existing one), while 14 reduced or exited (8 trimmed, 6 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 34.

Hedge Fund Ownership: IVAL

How many hedge funds hold IVAL — quarterly history vs. share price
Quarterly hedge fund ownership of IVAL vs. share price

Market Analysis: IVAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IVAL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy EA SERIES TRUST (IVAL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IVAL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 52d ago
IVAL
+7.1%
SPY
+14.0%

IVAL outperformed SPY by -6.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 7d ago
IVAL
-0.5%
SPY
+0.3%

Since the filing became public, IVAL outperformed SPY by -0.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: IVAL
34 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 34 34 -
13F Shares 3M 3M 18.72%
Total Value $105M $85M 23.41%
New Positions 6 8 -2
Increased Positions 13 11 +2
Closed Positions 6 3 +3
Reduced Positions 8 8 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IVAL

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Financial Highlights

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Institutional Holders (2026 Q1)

34 + 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:
Top 25 institutional holders of IVAL — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Revolve Wealth Partners, LLC 5.48% 1,242,115 $42.2M
2 ONE PLUS ONE WEALTH MANAGEMENT, LLC 2.80% 195,357 $6.6M
3 Vestment Financial LLC 1.37% 81,971 $2.9M
4 Royal Harbor Partners, LLC 1.27% 110,687 $3.8M
5 One Degree Advisors Inc 1.05% 118,150 $4K
6 Valley Financial Group, Inc. 0.82% 44,872 $1.5M
7 Empirical Finance, LLC 0.47% 294,873 $10.0M
8 Warren Street Wealth Advisors, LLC 0.39% 45,510 $1.5M
9 L.K. Benson & Company, P.C. 0.34% 30,027 $1.0M
10 Innova Wealth Partners 0.31% 19,143 $650K
11 BAKER BOYER NATIONAL BANK 0.30% 29,069 $987K
12 Kathmere Capital Management, LLC 0.29% 139,272 $4.7M
13 Stratos Wealth Advisors, LLC 0.21% 102,848 $3.5M
14 QUARRY HILL ADVISORS, LLC 0.16% 10,845 $386K
15 Savvy Advisors, Inc. 0.11% 122,506 $4.2M
16 Well Done, LLC 0.11% 22,243 $755K
17 XY Planning Network, Inc. 0.10% 18,169 $628K
18 Stokes Family Office, LLC 0.04% 11,887 $404K
19 Empowered Funds, LLC 0.04% 189,662 $6.4M
20 HighTower Advisors, LLC 0.01% 304,274 $10.3M
21 SAX WEALTH ADVISORS, LLC 0.01% 6,405 $201K
22 AQR CAPITAL MANAGEMENT LLC 0.00% 32,750 $1.1M
23 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% 1,688 $57K
24 Federation des caisses Desjardins du Quebec 0.00% 1,671 $57K
25 LPL Financial LLC 0.00% 9,883 $336K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for IVAL?

Slight buying edge — 58% buying: Last quarter: 19 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IVAL holders?

Smaller funds dominant — 2% AUM from top-100: 5 of 34 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IVAL?

53% of holders stayed for 2+ years: 18 out of 34 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 Q1 hedge fund 13F filings?

As of today, IVAL has moved -0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (March 31, 2026), IVAL has gained +7.1% vs +14.0% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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