EA SERIES TRUST (ITAN)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
17
Reporting holders
$53.8M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Revolve Wealth Partners, LLC | $31.3M | 747,367 | 3.24% | 15q | +2.1%+$648.8K |
| Philip James Wealth Mangement, LLC | $7.6M | 180,664 | 0.85% | 4q | -4.8%-$378.2K |
| Integrated Wealth Concepts LLC | $3.8M | 89,628 | 0.02% | 2q | +4.5%+$162.1K |
| Savvy Advisors, Inc. | $3.1M | 75,024 | 0.07% | 2q | +7.6%+$220.7K |
| Proficio Capital Partners LLC | $1.8M | 43,335 | 0.07% | 20q | HELD |
| NewEdge Advisors, LLC | $1.6M | 38,562 | 0.00% | 16q | +12.6%+$180.4K |
| RITHOLTZ WEALTH MANAGEMENT | $1.4M | 33,026 | 0.01% | 2q | +102.2%+$698.4K |
| WEALTH EFFECTS LLC | $1.2M | 28,321 | 0.32% | 4q | +0.6%+$6.5K |
| Womack Financial LLC | $508.7K | 12,160 | 0.34% | 7q | -0.5%-$2.8K |
| ROYAL BANK OF CANADA | $466.0K | 11,151 | 0.00% | 9q | +2.1%+$9.4K |
| OneDigital Investment Advisors LLC | $436.4K | 10,432 | 0.00% | 3q | -1.8%-$7.9K |
| Bravias Capital Group, LLC | $397.4K | 9,500 | 0.24% | 4q | +27.3%+$85.1K |
| Triumph Capital Management | $232.3K | 5,553 | 0.04% | new | NEW |
| Noble Wealth Management PBC | $27.2K | 650 | 0.01% | 4q | HELD |
| Steward Partners Investment Advisory, LLC | $24.3K | 582 | 0.00% | 2q | +193.9%+$16.1K |
| JPMORGAN CHASE & CO | $6.6K | 158 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $68 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 17 | $53.8M | 1,286,114 | 2 | 9 | 3 | 0.0% |
| Q1 2026 | 15 | $43.7M | 1,217,759 | 4 | 5 | 2 | 0.0% |
| Q4 2025 | 17 | $46.0M | 1,241,231 | 6 | 4 | 2 | 0.0% |
| Q3 2025 | 14 | $42.3M | 1,218,031 | 5 | 4 | 1 | 0.0% |
| Q2 2025 | 9 | $28.8M | 892,455 | 1 | 3 | 1 | 0.0% |
| Q1 2025 | 11 | $25.5M | 857,495 | 4 | 3 | 1 | 0.0% |
| Q4 2024 | 7 | $25.5M | 822,585 | 0 | 1 | 2 | 0.0% |
| Q3 2024 | 7 | $24.2M | 800,641 | 1 | 2 | 2 | 0.0% |
| Q2 2024 | 6 | $27.3M | 961,380 | 2 | 2 | 0 | 0.0% |
| Q1 2024 | 5 | $26.4M | 910,842 | 0 | 3 | 1 | 0.0% |
| Q4 2023 | 9 | $23.7M | 884,796 | 3 | 2 | 1 | 0.0% |
| Q3 2023 | 6 | $20.2M | 866,620 | 0 | 3 | 0 | 0.0% |
| Q2 2023 | 7 | $19.2M | 792,246 | 1 | 2 | 1 | 0.0% |
| Q1 2023 | 7 | $13.2M | 588,143 | 2 | 3 | 0 | 0.0% |
| Q4 2022 | 5 | $5.8M | 286,921 | 1 | 1 | 1 | 0.0% |
| Q3 2022 | 4 | $1.2M | 61,466 | 1 | 0 | 1 | 0.0% |
| Q2 2022 | 6 | $713.0K | 35,251 | 1 | 2 | 2 | 0.0% |
| Q1 2022 | 5 | $859.0K | 34,237 | 2 | 2 | 1 | 0.0% |
| Q4 2021 | 3 | $1.1M | 40,078 | 1 | 1 | 0 | 0.0% |
| Q3 2021 | 2 | $901.0K | 36,385 | 2 | 0 | 0 | 0.0% |