DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
ITAN

EA SERIES TRUST

17 institutions still hold EA SERIES TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L771·17 13F holders·last filed Mar 31, 2026
Market cap
2.4%
vs prior quarter
13F value held
$45M
65.0% inst. owned
of float
Holders
17
+39 QoQ
filers reporting
Activity
+42 / −11
+915 added · −810 reduced
this quarter
Concentration
58.45%
Revolve Wealth Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

17 institutions reported ITAN in Q1 2026. Revolve Wealth Partners, LLC leads at 58.5% of the visible book. +39 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Revolve Wealth Partners, LLC
CIK 0001808992
$26M732K3.41%Q1 2026
02
Philip James Wealth Mangement, LLC
CIK 0002002630
$7M190K0.78%Q1 2026
03
Integrated Wealth Concepts LLC
CIK 0001737109
$3M86K0.02%Q1 2026
04
Savvy Advisors, Inc.
CIK 0002003633
$3M70K0.07%Q1 2026
05
Proficio Capital Partners LLC
CIK 0001654175
$2M43K0.08%Q1 2026
06
NewEdge Advisors, LLC
CIK 0001633516
$1M34K0.00%Q1 2026
07
WEALTH EFFECTS LLC
CIK 0001907254
$1M28K0.36%Q1 2026
08
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$585,60716K0.01%Q1 2026
09
Womack Financial LLC
CIK 0002107079
$438,39512K0.32%Q1 2026
10
ROYAL BANK OF CANADA
CIK 0001000275
$392,00011K0.00%Q1 2026
11
Signature Wealth Management Group
CIK 0001736666
$380,81211K0.14%Q1 2026
12
OneDigital Investment Advisors LLC
CIK 0001690370
$380,80811K0.00%Q1 2026
13
Bravias Capital Group, LLC
CIK 0002054328
$267,6947K0.17%Q1 2026
14
Noble Wealth Management PBC
CIK 0002055065
$23,3076500.01%Q1 2026
15
Steward Partners Investment Advisory, LLC
CIK 0001723397
$7,1001980.00%Q1 2026
16
JPMORGAN CHASE & CO
CIK 0000019617
$5,5271580.00%Q1 2026
17
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025