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ITAN EA SERIES TRUST

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SPAR INT VAL ETF (fund)

17 managers (17 13F filers) reported a position in ITAN shares at 2026-06-30, 1,269,601 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.

Managers
17
13F filers
17
New
2
Added
9
Reduced
3
Sold out
0
Shares held by filers
1,269,601

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Revolve Wealth Partners, LLC747,367$31.3M3.25%+15,51013F-HRTimeline
Philip James Wealth Mangement, LLC180,664$7.56M0.85%-9,04213F-HRTimeline
Integrated Wealth Concepts LLC89,628$3.75M0.02%+3,87513F-HRTimeline
Savvy Advisors, Inc.75,024$3.14M0.07%+5,27613F-HRTimeline
Proficio Capital Partners LLC43,335$1.81M0.07%013F-HRTimeline
NewEdge Advisors, LLC38,562$1.61M<0.01%+4,31213F-HRTimeline
WEALTH EFFECTS LLC28,321$1.18M0.32%+15513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT16,513$691K0.01%+18213F-HR/ATimeline
Womack Financial LLC12,160$509K0.34%-6613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,151$466K<0.01%+22513F-HRTimelineGroup
OneDigital Investment Advisors LLC10,432$436K<0.01%-18813F-HRTimeline
Bravias Capital Group, LLC9,500$397K0.24%+2,03513F-HRTimeline
Triumph Capital Management5,553$232K0.04%new13F-HRTimeline
Noble Wealth Management PBC650$27.2K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…582$24.3K<0.01%+38413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO158$6.62K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$68<0.01%new13F-HRTimelineGroup