Institutional Ownership Ea Series Trust Sparkline Inta (ITAN)
This table provides information about the institutional ownership of Ea Series Trust Sparkline Inta (ITAN). We have compiled data on the 12 institutions that hold shares in the stock, with a total of 1.18 Million shares, which have been reported (via 13F filing form) to have a value of $41 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
799,798
shares
|
$27.8 Million
3.47% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
263,612
shares
|
$9.15 Million
1.07% of portfolio
|
Q3 2025
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
43,335
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 96.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
38,461
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
19,506
shares
|
$677,248
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
9,375
shares
|
$325,500
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
8,064
shares
|
$279,982
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
7,052
shares
|
$244,845
0.06% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
6,264
shares
|
$217,486
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,845
shares
|
$133,498
0.0% of portfolio
|
Q2 2025
Reduced 75.1%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
774
shares
|
$26,873
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2
shares
|
$69
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|