ITAN institutional holders
EA SERIES TRUST · 13F, 2026Q2
| Managers holding | 17 |
|---|---|
| Shares held | 1,269,601 |
| Reported value | $53.1m |
| Quarter flows | 2 new, 9 added, 3 trimmed, 1 exited |
Top 17 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 747,367 | $31.3m | 3.2% |
| Philip James Wealth Mangement, LLC | 180,664 | $7.6m | 0.9% |
| Integrated Wealth Concepts LLC | 89,628 | $3.8m | 0.0% |
| Savvy Advisors, Inc. | 75,024 | $3.1m | 0.1% |
| Proficio Capital Partners LLC | 43,335 | $1.8m | 0.1% |
| NewEdge Advisors, LLC | 38,562 | $1.6m | 0.0% |
| WEALTH EFFECTS LLC | 28,321 | $1.2m | 0.3% |
| RITHOLTZ WEALTH MANAGEMENT | 16,513 | $690,758 | 0.0% |
| Womack Financial LLC | 12,160 | $508,653 | 0.3% |
| ROYAL BANK OF CANADA | 11,151 | $466,000 | 0.0% |
| OneDigital Investment Advisors LLC | 10,432 | $436,371 | 0.0% |
| Bravias Capital Group, LLC | 9,500 | $397,378 | 0.2% |
| Triumph Capital Management | 5,553 | $232,282 | 0.0% |
| Noble Wealth Management PBC | 650 | $27,190 | 0.0% |
| Steward Partners Investment Advisory, LLC | 582 | $24,345 | 0.0% |
| JPMORGAN CHASE & CO | 158 | $6,622 | 0.0% |
| MORGAN STANLEY | 1 | $68 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("ITAN"). ITAN price history · All 13F data