EA Series Trust - ITAN
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Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
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Q3 2026
· Q2 2026
Value (USD)
Total reported value ($000)
$57.63M
QoQ value delta ($000)
+$4.526M
(+8.52%)
Implied price effect (QoQ)
+3.25%
Shares
Total shares
1,334,455
QoQ shares delta
+64,823
(+5.11%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
Market chart (ITAN)
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Top holders (Q3 2026)
Top 25 only
Full list
Partial Q3 2026 data: 9 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 32,796 | 752,597 | 3.42% |
| Philip James Wealth Mangement, LLC | 7,666 | 175,925 | 0.85% |
| Integrated Wealth Concepts LLC | 3,750 | 89,659 | 0.02% |
| Savvy Advisors, Inc. | 3,138 | 75,024 | 0.07% |
| Proficio Capital Partners LLC | 1,812 | 43,335 | 0.07% |
| NewEdge Advisors, LLC | 1,613 | 38,562 | 0.0% |
| Accordant Advisory Group Inc | 1,557 | 35,750 | 0.98% |
| WEALTH EFFECTS LLC | 1,253 | 28,771 | 0.34% |
| Triumph Capital Management | 882 | 20,255 | 0.15% |
| RITHOLTZ WEALTH MANAGEMENT | 690 | 16,513 | 0.01% |
| Womack Financial LLC | 542 | 12,441 | 0.36% |
| ROYAL BANK OF CANADA | 466 | 11,151 | 0.0% |
| OneDigital Investment Advisors LLC | 436 | 10,432 | 0.0% |
| Bravias Capital Group, LLC | 397 | 9,500 | 0.24% |
| Soltis Investment Advisors LLC | 287 | 6,598 | 0.01% |
| KENNEDY INVESTMENT GROUP, INC. | 285 | 6,551 | 0.09% |
| Noble Wealth Management PBC | 28 | 650 | 0.01% |
| Steward Partners Investment Advisory, LLC | 24 | 582 | 0.0% |
| JPMORGAN CHASE & CO | 6 | 158 | 0.0% |
| MORGAN STANLEY | 0 | 1 | 0.0% |