# EA SERIES TRUST (DTAN)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DTAN/

- Reporting holders: 9
- Reported value: $9.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Philip James Wealth Mangement, LLC](https://holderbook.com/funds/2002630-philip-james-wealth-mangement-llc/) | $5.6M | 178,378 | 0.6% | 7 |
| [STAPP WEALTH MANAGEMENT, PLLC](https://holderbook.com/funds/1954085-stapp-wealth-management-pllc/) | $1.2M | 37,846 | 1.6% | 6 |
| [Proficio Capital Partners LLC](https://holderbook.com/funds/1654175-proficio-capital-partners-llc/) | $780.4K | 24,793 | 0.0% | 8 |
| [Mutual Advisors, LLC](https://holderbook.com/funds/1694080-mutual-advisors-llc/) | $685.4K | 21,775 | 0.0% | 2 |
| [Bravias Capital Group, LLC](https://holderbook.com/funds/2054328-bravias-capital-group-llc/) | $464.4K | 14,752 | 0.3% | 4 |
| [Tradition Wealth Management, LLC](https://holderbook.com/funds/1843010-tradition-wealth-management-llc/) | $422.0K | 13,407 | 0.0% | 2 |
| [GTS SECURITIES LLC](https://holderbook.com/funds/1452765-gts-securities-llc/) | $334.0K | 10,611 | 0.0% | 3 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $46.5K | 1,476 | 0.0% | 1 |
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $535 | 17 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 9 | $9.5M |
| Q1 2026 | 7 | $9.8M |
| Q4 2025 | 6 | $11.3M |
| Q3 2025 | 5 | $9.7M |
| Q2 2025 | 6 | $9.0M |
| Q1 2025 | 6 | $7.6M |
| Q4 2024 | 3 | $6.1M |
| Q3 2024 | 2 | $1.8M |