EA SERIES TRUST (DTAN)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
9
Reporting holders
$9.5M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Philip James Wealth Mangement, LLC | $5.6M | 178,378 | 0.63% | 7q | -5.6%-$333.8K |
| STAPP WEALTH MANAGEMENT, PLLC | $1.2M | 37,846 | 1.56% | 6q | +2.5%+$29.2K |
| Proficio Capital Partners LLC | $780.4K | 24,793 | 0.03% | 8q | HELD |
| Mutual Advisors, LLC | $685.4K | 21,775 | 0.01% | 2q | HELD |
| Bravias Capital Group, LLC | $464.4K | 14,752 | 0.28% | 4q | +30.0%+$107.2K |
| Tradition Wealth Management, LLC | $422.0K | 13,407 | 0.03% | 2q | HELD |
| GTS SECURITIES LLC | $334.0K | 10,611 | 0.01% | 3q | -61.0%-$522.6K |
| Integrated Wealth Concepts LLC | $46.5K | 1,476 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $535 | 17 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 9 | $9.5M | 303,055 | 2 | 2 | 2 | 0.0% |
| Q1 2026 | 7 | $9.8M | 324,434 | 2 | 2 | 2 | 0.0% |
| Q4 2025 | 6 | $11.3M | 360,794 | 1 | 3 | 1 | 0.0% |
| Q3 2025 | 5 | $9.7M | 323,150 | 2 | 2 | 0 | 0.0% |
| Q2 2025 | 6 | $9.0M | 312,516 | 1 | 2 | 0 | 0.0% |
| Q1 2025 | 6 | $7.6M | 288,364 | 3 | 1 | 1 | 0.0% |
| Q4 2024 | 3 | $6.1M | 248,177 | 1 | 1 | 1 | 0.0% |
| Q3 2024 | 2 | $1.8M | 68,880 | 2 | 0 | 0 | 0.0% |