17 institutions reported holding $53.1M of EA SERIES TRUST (ITAN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Revolve Wealth Partners, LLC ($31.3M), Philip James Wealth Mangement, LLC ($7.6M), Integrated Wealth Concepts LLC ($3.8M), Savvy Advisors, Inc. ($3.1M), Proficio Capital Partners LLC ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Revolve Wealth Partners, LLC | $31.3M | 747,367 | Added |
| 2 | Philip James Wealth Mangement, LLC | $7.6M | 180,664 | Trimmed |
| 3 | Integrated Wealth Concepts LLC | $3.8M | 89,628 | Added |
| 4 | Savvy Advisors, Inc. | $3.1M | 75,024 | Added |
| 5 | Proficio Capital Partners LLC | $1.8M | 43,335 | Hold |
| 6 | NewEdge Advisors, LLC | $1.6M | 38,562 | Added |
| 7 | WEALTH EFFECTS LLC | $1.2M | 28,321 | Added |
| 8 | RITHOLTZ WEALTH MANAGEMENT | $690,758 | 16,513 | Added |
| 9 | Womack Financial LLC | $508,653 | 12,160 | Trimmed |
| 10 | Royal Bank of Canada | $466,000 | 11,151 | Added |
| 11 | OneDigital Investment Advisors LLC | $436,371 | 10,432 | Trimmed |
| 12 | Bravias Capital Group, LLC | $397,378 | 9,500 | Added |
| 13 | Triumph Capital Management | $232,282 | 5,553 | New |
| 14 | Noble Wealth Management PBC | $27,190 | 650 | Hold |
| 15 | Steward Partners Investment Advisory, LLC | $24,345 | 582 | Added |
| 16 | JPMORGAN CHASE & CO | $6,622 | 158 | Hold |
| 17 | MORGAN STANLEY | $68 | 1 | New |
Source: SEC Form 13F filings · as of 2026-06-30