ITAN EA SERIES TRUST
FollowSPAR INT VAL ETF (fund)
10 managers (10 13F filers) reported a position in ITAN shares at 2025-06-30, 888,610 shares in all. 1 filer opened a position and 3 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 1
- Added
- 5
- Reduced
- 1
- Sold out
- 3
- Shares held by filers
- 888,610
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Revolve Wealth Partners, LLC | 776,052 | $25.1M | 3.27% | +53,840 | 13F-HRTimeline |
| Proficio Capital Partners LLC | 43,335 | $1.4M | 0.09% | 0 | 13F-HRTimeline |
| NewEdge Advisors, LLC | 38,461 | $1.24M | 0.01% | +98 | 13F-HRTimeline |
| Womack Financial LLC | 9,742 | $315K | 0.26% | +528 | 13F-HR/ATimeline |
| Signature Wealth Management Group | 9,375 | $303K | 0.12% | new | 13F-HRTimeline |
| Factor Wealth Management LTD | 7,024 | $227K | 0.06% | +20 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 3,845 | $124K | <0.01% | -11,595 | 13F-HR/ATimelineGroup |
| Inlight Wealth Management, LLC | 774 | $25K | 0.01% | 0 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 2 | $80 | <0.01% | +1 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |