EA SERIES TRUST (IVAL): Institutional Ownership

Hedge funds and institutional managers reporting a position in IVAL. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
2
13F filers
Aggregate Value
$7.6M
Across holders
Last Price
$34.57
2026-06-26
Sector
GICS
Holder activity1 new0 added0 reduced
Institutional Holders of IVAL
2 holders
ManagerTypeSharesMarket Value% of Total% of PortfolioActionQoQ ChangeQuarter
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund271K$6.5M85.4%0.0%NewQ4 2024
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund33K$1.1M14.6%0.0%Unchanged+$0Q1 2026