IVAL · Insider trading · 13F holders · Congress trades
Ea Series Trust (IVAL)
Who is buying and selling IVAL: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 11
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IVAL at a glance
- No open-market insider purchases or sales of IVAL were filed in the last 90 days.
- 11 13F filers hold IVAL among their 50 largest positions, worth $70.9M combined. The biggest bets by portfolio weight are Revolve Wealth Partners, LLC (5.0%), One Plus One Wealth Management, LLC (2.4%) and Vestment Financial LLC (1.3%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in IVAL.
IVAL insider trading
No open-market insider purchases or sales of IVAL were filed in the last 90 days.
Who owns IVAL? Hedge funds and superinvestors
11 13F filers hold IVAL among their 50 largest positions, worth $70.9M combined. The biggest bets by portfolio weight are Revolve Wealth Partners, LLC (5.0%), One Plus One Wealth Management, LLC (2.4%) and Vestment Financial LLC (1.3%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Revolve Wealth Partners, LLCWealth manager | 5.0% | $47.5M | 1,317,677 | +3.8% shares | Q3 2026 |
| One Plus One Wealth Management, LLCWealth manager | 2.4% | $5.6M | 156,291 | +2.5% shares | Q3 2026 |
| One Degree Advisors IncWealth manager | 0.9% | $4.2M | 123,872 | +4.8% shares | Q2 2026 |
| Royal Harbor Partners, LLCWealth manager | 1.2% | $4.1M | 112,359 | +1.4% shares | Q3 2026 |
| Vestment Financial LLCWealth manager | 1.3% | $3.0M | 83,816 | -0.4% shares | Q3 2026 |
| Warren Street Wealth Advisors, LLCWealth manager | 0.4% | $1.6M | 47,237 | +3.8% shares | Q2 2026 |
| Valley Financial Group, Inc.Wealth manager | 0.7% | $1.5M | 44,536 | -0.7% shares | Q2 2026 |
| L.K. Benson & Company, P.C.Wealth manager | 0.4% | $1.2M | 32,864 | — | Q3 2026 |
| Baker Boyer National BankBank & trust | 0.3% | $998K | 29,296 | +0.8% shares | Q2 2026 |
| Sankala Group LLCWealth manager | 0.6% | $862K | 23,584 | +50.3% shares | Q2 2026 |
| Quarry Hill Advisors, LLCWealth manager | 0.1% | $369K | 10,826 | -0.2% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 6). Screen IVAL in the grand portfolio →
IVAL stock trades by members of Congress
No member of Congress has disclosed a trade in IVAL.
IVAL questions and answers
Are insiders buying IVAL stock?
No open-market insider purchases or sales of IVAL were filed in the last 90 days.
Which hedge funds own IVAL?
11 13F filers hold IVAL among their 50 largest positions, worth $70.9M combined. The biggest bets by portfolio weight are Revolve Wealth Partners, LLC (5.0%), One Plus One Wealth Management, LLC (2.4%) and Vestment Financial LLC (1.3%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded IVAL?
No member of Congress has disclosed a trade in IVAL.
Who is the largest holder of IVAL?
Among 13F filers, Revolve Wealth Partners, LLC reports the largest IVAL position, $47.5M (1,317,677 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Revolve Wealth Partners, LLC's: 5.0% of its portfolio.
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