EA SERIES TRUST

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

ITAN (EA SERIES TRUST) is held by 6 institutional investors as of Q1 2026. Largest holders: Integrated Wealth Concepts LLC ($3.1M), NewEdge Advisors, LLC ($1.2M), ROYAL BANK OF CANADA ($392,000). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (6)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
IWIntegrated Wealth Concepts LLC	New	85,753	$3.1M	0.0%	+13.34%	37
NewEdge Advisors, LLC	Decreased	34,250(-11.0%)	$1.2M	0.0%	+94.62%	0
ROYAL BANK OF CANADA	Increased	10,926(+130.1%)	$392,000	0.0%	+19.35%	38
OneDigital Investment Advisors LLC	Increased	10,620(+1.5%)	$380,808	0.0%	+13.13%	24
Steward Partners Investment Advisory, LLC	New	198	$7,100	0.0%	+13.34%	25
JPMORGAN CHASE & CO	Unchanged	158	$5,527	0.0%	+13.13%	0
UBS Group AG	Exited	0(-100.0%)	$1,148	0.0%	-0.19%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$525,877	0.0%	-0.19%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer