EA Series Trust - ITAN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revolve Wealth Partners, LLC | History | Added to | 747,367 | 31,262 | 3.24% | 3.41% | 1 | +15,510 | 2.12% | Q2 2026 | Jul 09, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 180,664 | 7,557 | 0.85% | 0.78% | 2 | -9,042 | -4.77% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 89,659 | 3,750 | 0.02% | 0.02% | 3 | +3,906 | 4.55% | Q2 2026 | Sep 08, 2026 |
| Savvy Advisors, Inc. | History | Added to | 75,024 | 3,138 | 0.07% | 0.07% | 4 | +5,276 | 7.56% | Q2 2026 | Aug 03, 2026 |
| Proficio Capital Partners LLC | History | No change | 43,335 | 1,812 | 0.07% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 38,562 | 1,613 | 0.0% | 0.0% | 6 | +4,312 | 12.59% | Q2 2026 | Aug 12, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 28,321 | 1,184 | 0.32% | 0.36% | 7 | +155 | 0.55% | Q2 2026 | Aug 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 16,513 | 690 | 0.01% | 0.01% | 8 | +182 | 1.11% | Q2 2026 | Aug 11, 2026 |
| Womack Financial LLC | History | Reduced | 12,160 | 508 | 0.34% | 0.32% | 9 | -66 | -0.54% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 11,151 | 466 | 0.0% | 0.0% | 10 | +225 | 2.06% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 10,432 | 436 | 0.0% | 0.0% | 11 | -188 | -1.77% | Q2 2026 | Aug 06, 2026 |
| Bravias Capital Group, LLC | History | Added to | 9,500 | 397 | 0.24% | 0.17% | 12 | +2,035 | 27.26% | Q2 2026 | Jul 30, 2026 |
| Signature Wealth Management Group | History | No change | 10,620 | 380 | 0.14% | 0.14% | 13 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Triumph Capital Management | History | New | 5,553 | 232 | 0.04% | — | 14 | +5,553 | New | Q2 2026 | Jul 20, 2026 |
| Noble Wealth Management PBC | History | No change | 650 | 27 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 582 | 24 | 0.0% | 0.0% | 16 | +384 | 193.94% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 158 | 6 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 13, 2026 |