Vault-13

EA SERIES TRUST ITAN

SPARKLINE INTANG · ETP · CUSIP 02072L771

17 institutional holders +1 vs Q1 2026
1,269,6011.3m shares reported held*
$53.1mreported value*
2 new 9 added 3 reduced 0 sold out net bought ≈ $1.2m (+28.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $41.83.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q3 22: 5Q4 22: 6Q1 23: 10Q2 23: 9Q3 23: 8Q4 23: 11Q1 24: 6Q2 24: 7Q3 24: 8Q4 24: 8Q1 25: 12Q2 25: 10Q3 25: 14Q4 25: 17Q1 26: 16Q2 26: 1717Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20225
Q4 20226
Q1 202310
Q2 20239
Q3 20238
Q4 202311
Q1 20246
Q2 20247
Q3 20248
Q4 20248
Q1 202512
Q2 202510
Q3 202514
Q4 202517
Q1 202616
Q2 202617

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 3 bought or addedQ3 24: 2 cut or sold outQ4 24: 1 bought or addedQ4 24: 4 cut or sold outQ4 24Q1 25: 7 bought or addedQ1 25: 2 cut or sold outQ2 25: 6 bought or addedQ2 25: 4 cut or sold outQ2 25Q3 25: 9 bought or addedQ3 25: 2 cut or sold outQ4 25: 11 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 10 bought or addedQ1 26: 8 cut or sold outQ2 26: 11 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202432
Q4 202414
Q1 202572
Q2 202564
Q3 202592
Q4 2025116
Q1 2026108
Q2 2026113

Biggest buyers

Revolve Wealth Partners, LLC Added +15,510+15.5k
Triumph Capital Management New +5,553+5.6k
Savvy Advisors, Inc. Added +5,276+5.3k
NewEdge Advisors, LLC Added +4,312+4.3k
Integrated Wealth Concepts LLC Added +3,875+3.9k
Bravias Capital Group, LLC Added +2,035+2.0k
Steward Partners Investment Advisory, LLC Added +384+384
ROYAL BANK OF CANADA Added +225+225
RITHOLTZ WEALTH MANAGEMENT Added +182+182
WEALTH EFFECTS LLC Added +155+155

Biggest sellers

Philip James Wealth Mangement, LLC Reduced -9,042-9.0k
OneDigital Investment Advisors LLC Reduced -188-188
Womack Financial LLC Reduced -66-66

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Revolve Wealth Partners, LLC 3.25% of their portfolio Hackensack, NJ 747,367747.4k $31.3m $31.3m 3.25% Added +15.5k +15,510
2 Philip James Wealth Mangement, LLC 0.85% of their portfolio MILTON, GA 180,664180.7k $7.6m $7.6m 0.85% Reduced -9.0k -9,042
3 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 89,62889.6k $3.8m $3.8m 0.02% Added +3.9k +3,875
4 Savvy Advisors, Inc. 0.07% of their portfolio NEW YORK, NY 75,02475.0k $3.1m $3.1m 0.07% Added +5.3k +5,276
5 Proficio Capital Partners LLC 0.07% of their portfolio NEWTON, MA 43,33543.3k $1.8m $1.8m 0.07% Unchanged
6 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 38,56238.6k $1.6m $1.6m 0.00% Added +4.3k +4,312
7 WEALTH EFFECTS LLC 0.32% of their portfolio BOSTON, MA 28,32128.3k $1.2m $1.2m 0.32% Added +155 +155
8 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 16,51316.5k $690.8k $690.8k 0.01% Added +182 +182
9 Womack Financial LLC 0.34% of their portfolio DALLAS, TX 12,16012.2k $508.7k $508.7k 0.34% Reduced -66 -66
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,15111.2k $466.0k $466.0k 0.00% Added +225 +225
11 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 10,43210.4k $436.4k $436.4k 0.00% Reduced -188 -188
12 Bravias Capital Group, LLC 0.24% of their portfolio ISELIN, NJ 9,5009.5k $397.4k $397.4k 0.24% Added +2.0k +2,035
13 Triumph Capital Management 0.04% of their portfolio DENVER, CO 5,5535.6k $232.3k $232.3k 0.04% New
14 Noble Wealth Management PBC 0.01% of their portfolio GREENWOOD VILLAGE, CO 650650 $27.2k $27.2k 0.01% Unchanged
15 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 582582 $24.3k $24.3k 0.00% Added +384 +384
16 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 158158 $6.6k $6.6k 0.00% Unchanged
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $68 $68 0.00% New