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.

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.

🏛️

Veteran-anchored — 53% veterans vs 38% newcomers

■ 53% veterans ■ 9% 1-2yr ■ 38% new

Entry-cohort mix of 34 holders: 18 (53%) are 2+ year veterans, 3 entered 1–2 years ago, and 13 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

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

Stock Performance

Real-time

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 Q2 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 June 30, 2026 · 12d ago

IVAL

+2.2%

SPY

+1.1%

IVAL outperformed SPY by +1.1% since June 30, 2026.

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

2026 Q2 Stats Unlock in 38 days 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

Valuation Measures Data as of: --

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Financial Highlights

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Institutional Holders (2026 Q2)

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:

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

Top 1 IVAL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Revolve Wealth Partners, LLC	4.48%	1,268,919	$43.2M

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 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), IVAL has gained +2.2% vs +1.1% 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.