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ITAN EA SERIES TRUST

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SPAR INT VAL ETF (fund)

16 managers (16 13F filers) reported a position in ITAN shares at 2026-03-31, 1,252,009 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
16
13F filers
16
New
4
Added
6
Reduced
3
Sold out
5
Shares held by filers
1,252,009

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC731,857$26.2M3.41%-60,92613F-HRTimeline
Philip James Wealth Mangement, LLC189,706$6.8M0.78%-78,38113F-HRTimeline
Integrated Wealth Concepts LLC85,753$3.07M0.02%new13F-HRTimeline
Savvy Advisors, Inc.69,748$2.5M0.07%new13F-HRTimeline
Proficio Capital Partners LLC43,335$1.55M0.08%013F-HRTimeline
NewEdge Advisors, LLC34,250$1.23M<0.01%-4,21913F-HR/ATimeline
WEALTH EFFECTS LLC28,166$1.01M0.36%+5,69513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT16,331$586K0.01%new13F-HRTimeline
Womack Financial LLC12,226$438K0.32%+30313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,926$392K<0.01%+6,17813F-HRTimelineGroup
Signature Wealth Management Group10,620$381K0.14%+16013F-HRTimeline
OneDigital Investment Advisors LLC10,620$381K<0.01%+16013F-HRTimeline
Bravias Capital Group, LLC7,465$268K0.18%+1313F-HRTimeline
Noble Wealth Management PBC650$23.3K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…198$7.1K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO158$5.53K<0.01%013F-HR/ATimelineGroup