8 institutions reported holding $9.5M of EA SERIES TRUST (DTAN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Philip James Wealth Mangement, LLC ($5.6M), STAPP WEALTH MANAGEMENT, PLLC ($1.2M), Proficio Capital Partners LLC ($780,449), Mutual Advisors, LLC ($685,447), Bravias Capital Group, LLC ($464,367). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Philip James Wealth Mangement, LLC | $5.6M | 178,378 | Trimmed |
| 2 | STAPP WEALTH MANAGEMENT, PLLC | $1.2M | 37,846 | Added |
| 3 | Proficio Capital Partners LLC | $780,449 | 24,793 | Hold |
| 4 | Mutual Advisors, LLC | $685,447 | 21,775 | Hold |
| 5 | Bravias Capital Group, LLC | $464,367 | 14,752 | Added |
| 6 | Tradition Wealth Management, LLC | $422,034 | 13,407 | Hold |
| 7 | GTS SECURITIES LLC | $334,024 | 10,611 | Trimmed |
| 8 | Steward Partners Investment Advisory, LLC | $535 | 17 | New |
Source: SEC Form 13F filings · as of 2026-06-30