EA SERIES TRUST

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ITAN·02072L771·US·ETF·Unknown - Unknown

ITAN (EA SERIES TRUST) is held by 7 institutional investors as of Q2 2026. Largest holders: Integrated Wealth Concepts LLC ($3.8M), NewEdge Advisors, LLC ($1.6M), ROYAL BANK OF CANADA ($466,000). Net institutional sentiment: Bullish.

7

Holders

$6.3M

Total Value

83% (6)

Consensus

5 buying - 1 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)85

Insider (Form 4)39

Activist (13D/13G)26

Congressional (STOCK Act)33

Holder Quality

65

★★★★★

Elite

61

★★★★

Strong

73

★★★

Solid

31

★★

Below

14

★

Weak

Held by 7 funds

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for ITAN.

Top Holders

Top Holders (7)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
IWIntegrated Wealth Concepts LLC	Increased	89,628(+4.5%)	$3.8M	0.0%	+19.52%	28
NewEdge Advisors, LLC	Increased	38,562(+12.6%)	$1.6M	0.0%	+86.94%	29
ROYAL BANK OF CANADA	Increased	11,151(+2.1%)	$466,000	0.0%	+28.64%	24
OneDigital Investment Advisors LLC	Decreased	10,432(-1.8%)	$436,371	0.0%	+19.93%	0
Steward Partners Investment Advisory, LLC	Increased	582(+193.9%)	$24,345	0.0%	+11.16%	31
JPMORGAN CHASE & CO	Unchanged	158	$6,622	0.0%	+19.93%	0
MORGAN STANLEY	New	1	$68	0.0%	+7.03%	17

ITANEA SERIES TRUST

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer