ITAN EA SERIES TRUST
FollowSPAR INT VAL ETF (fund)
14 managers (14 13F filers) reported a position in ITAN shares at 2025-09-30, 1,218,031 shares in all. 4 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 14
- 13F filers
- 14
- New
- 4
- Added
- 5
- Reduced
- 2
- Sold out
- 0
- Shares held by filers
- 1,218,031
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 | 799,798 | $27.8M | 3.33% | +23,746 | 13F-HRTimeline |
| Philip James Wealth Mangement, LLC | 263,612 | $9.15M | 1.07% | new | 13F-HRTimeline |
| Proficio Capital Partners LLC | 43,335 | $1.5M | 0.1% | 0 | 13F-HR/ATimeline |
| NewEdge Advisors, LLC | 38,410 | $1.33M | 0.01% | -51 | 13F-HRTimeline |
| WEALTH EFFECTS LLC | 19,506 | $677K | 0.22% | new | 13F-HRTimeline |
| Signature Wealth Management Group | 10,489 | $364K | 0.14% | +1,114 | 13F-HRTimeline |
| Womack Financial LLC | 10,473 | $364K | 0.28% | +731 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 9,603 | $333K | <0.01% | +5,758 | 13F-HRTimelineGroup |
| SAX WEALTH ADVISORS, LLC | 8,064 | $280K | 0.02% | new | 13F-HRTimeline |
| Factor Wealth Management LTD | 7,052 | $245K | 0.06% | +28 | 13F-HRTimeline |
| Bravias Capital Group, LLC | 6,264 | $217K | 0.15% | new | 13F-HRTimeline |
| Inlight Wealth Management, LLC | 774 | $26.9K | 0.01% | 0 | 13F-HRTimeline |
| Noble Wealth Management PBC | 650 | $22.6K | 0.01% | 13F-HRTimeline | |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $60 | <0.01% | -1 | 13F-HR/ATimelineGroup |