21 institutions reported holding $43.7M of EA SERIES TRUST (ITAN) in SEC 13F filings for 2026-03-31. Largest institutional holders: Revolve Wealth Partners, LLC ($26.2M), Philip James Wealth Mangement, LLC ($6.8M), Integrated Wealth Concepts LLC ($3.1M), Savvy Advisors, Inc. ($2.5M), Proficio Capital Partners LLC ($1.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Revolve Wealth Partners, LLC | $26.2M | 731,857 | Trimmed |
| 2 | Philip James Wealth Mangement, LLC | $6.8M | 189,706 | Trimmed |
| 3 | Integrated Wealth Concepts LLC | $3.1M | 85,753 | New |
| 4 | Savvy Advisors, Inc. | $2.5M | 69,748 | New |
| 5 | Proficio Capital Partners LLC | $1.6M | 43,335 | Hold |
| 6 | WEALTH EFFECTS LLC | $1.0M | 28,166 | Added |
| 7 | RITHOLTZ WEALTH MANAGEMENT | $585,607 | 16,331 | New |
| 8 | Womack Financial LLC | $438,395 | 12,226 | Added |
| 9 | Royal Bank of Canada | $392,000 | 10,926 | Added |
| 10 | Signature Wealth Management Group | $380,812 | 10,620 | Added |
| 11 | OneDigital Investment Advisors LLC | $380,808 | 10,620 | Added |
| 12 | Bravias Capital Group, LLC | $267,694 | 7,465 | Added |
| 13 | NewEdge Advisors, LLC | $34,250 | 34,250 | Trimmed |
| 14 | Noble Wealth Management PBC | $23,307 | 650 | Hold |
| 15 | Steward Partners Investment Advisory, LLC | $7,100 | 198 | New |
| 16 | JPMORGAN CHASE & CO | $5,527 | 158 | Hold |
| 17 | AlphaCore Capital LLC | $0 | 0 | Exited |
| 18 | Inlight Wealth Management, LLC | $0 | 0 | Exited |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 20 | UBS Group AG | $0 | 0 | Exited |
| 21 | Compound Planning, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31