13F Insight
DOSSIER · 13F Holders · Q2 2026
ITAN

EA SERIES TRUST

18 institutions still hold EA SERIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L771·18 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$50M
visible holders
Holders
18
filers reporting
Concentration
62.34%
Revolve Wealth Partners, LLC #1
top holder share
AI Holders Summary · Q2 2026

18 institutions reported ITAN in Q2 2026. Revolve Wealth Partners, LLC leads at 62.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Revolve Wealth Partners, LLC
CIK 0001808992
$31M747K3.24%Q2 202602
Philip James Wealth Mangement, LLC
CIK 0002002630
$7M190K0.78%Q1 202603
Integrated Wealth Concepts LLC
CIK 0001737109
$3M86K0.02%Q1 202604
Savvy Advisors, Inc.
CIK 0002003633
$3M70K0.07%Q1 202605
Proficio Capital Partners LLC
CIK 0001654175
$2M43K0.08%Q1 202606
NewEdge Advisors, LLC
CIK 0001633516
$1M34K0.00%Q1 202607
WEALTH EFFECTS LLC
CIK 0001907254
$1M28K0.36%Q1 202608
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$586K16K0.01%Q1 202609
Womack Financial LLC
CIK 0002107079
$438K12K0.32%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$392K11K0.00%Q1 202611
Signature Wealth Management Group
CIK 0001736666
$381K11K0.14%Q1 202612
OneDigital Investment Advisors LLC
CIK 0001690370
$381K11K0.00%Q1 202613
Bravias Capital Group, LLC
CIK 0002054328
$268K7K0.17%Q1 202614
Triumph Capital Management
CIK 0001730765
$232K6K0.04%Q2 202615
Noble Wealth Management PBC
CIK 0002055065
$27K6500.01%Q2 202616
Steward Partners Investment Advisory, LLC
CIK 0001723397
$7K1980.00%Q1 202617
JPMORGAN CHASE & CO
CIK 0000019617
$6K1580.00%Q1 202618
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025