13F Insight
DOSSIER · 13F Holders · Q3 2026
ITAN

EA SERIES TRUST

20 institutions still hold EA SERIES TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L771·20 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$56M
visible holders
Holders
20
filers reporting
Concentration
58.50%
Revolve Wealth Partners, LLC #1
top holder share
AI Holders Summary · Q3 2026

20 institutions reported ITAN in Q3 2026. Revolve Wealth Partners, LLC leads at 58.5% 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
$33M753K3.42%Q3 202602
Philip James Wealth Mangement, LLC
CIK 0002002630
$8M181K0.85%Q2 202603
Integrated Wealth Concepts LLC
CIK 0001737109
$4M90K0.02%Q2 202604
Savvy Advisors, Inc.
CIK 0002003633
$3M75K0.07%Q2 202605
Proficio Capital Partners LLC
CIK 0001654175
$2M43K0.07%Q2 202606
NewEdge Advisors, LLC
CIK 0001633516
$2M39K0.00%Q2 202607
WEALTH EFFECTS LLC
CIK 0001907254
$1M29K0.34%Q3 202608
Triumph Capital Management
CIK 0001730765
$883K20K0.15%Q3 202609
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$691K17K0.01%Q2 202610
Womack Financial LLC
CIK 0002107079
$542K12K0.36%Q3 202611
ROYAL BANK OF CANADA
CIK 0001000275
$466K11K0.00%Q2 202612
OneDigital Investment Advisors LLC
CIK 0001690370
$436K10K0.00%Q2 202613
Bravias Capital Group, LLC
CIK 0002054328
$397K10K0.24%Q2 202614
Signature Wealth Management Group
CIK 0001736666
$381K11K0.14%Q1 202615
KENNEDY INVESTMENT GROUP
CIK 0001978005
$285K7K0.09%Q3 202616
Noble Wealth Management PBC
CIK 0002055065
$28K6500.01%Q3 202617
Steward Partners Investment Advisory, LLC
CIK 0001723397
$24K5820.00%Q2 202618
JPMORGAN CHASE & CO
CIK 0000019617
$7K1580.00%Q2 202619
MORGAN STANLEY
CIK 0000895421
$6810.00%Q2 202620
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025