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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 2025-12-31, 1,241,231 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
17
13F filers
17
New
6
Added
5
Reduced
3
Sold out
3
Shares held by filers
1,241,231

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC792,783$29.4M3.45%-7,01513F-HRTimeline
Philip James Wealth Mangement, LLC268,087$9.93M1.15%+4,47513F-HRTimeline
Proficio Capital Partners LLC43,335$1.6M0.11%013F-HRTimeline
NewEdge Advisors, LLC38,469$1.42M0.01%+5913F-HRTimeline
WEALTH EFFECTS LLC22,471$832K0.26%+2,96513F-HRTimeline
Compound Planning, Inc.14,344$531K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,199$526K<0.01%new13F-HRTimelineGroup
Womack Financial LLC11,923$442K0.33%+1,45013F-HRTimeline
OneDigital Investment Advisors LLC10,460$387K<0.01%new13F-HRTimeline
Signature Wealth Management Group10,460$387K0.16%-2913F-HRTimeline
Bravias Capital Group, LLC7,452$276K0.17%+1,18813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,748$176K<0.01%-4,85513F-HRTimelineGroup
AlphaCore Capital LLC887$32.9K<0.01%new13F-HRTimeline
Inlight Wealth Management, LLC774$28.7K0.01%013F-HRTimeline
Noble Wealth Management PBC650$24.1K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO158$5.85K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG31$1.15K<0.01%new13F-HRTimelineGroup