8 institutions reported holding $9.8M of EA SERIES TRUST (DTAN) in SEC 13F filings for 2026-03-31. Largest institutional holders: Philip James Wealth Mangement, LLC ($5.7M), STAPP WEALTH MANAGEMENT, PLLC ($1.1M), GTS SECURITIES LLC ($821,887), Proficio Capital Partners LLC ($748,791), Mutual Advisors, LLC ($657,642). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Philip James Wealth Mangement, LLC | $5.7M | 188,982 | Trimmed |
| 2 | STAPP WEALTH MANAGEMENT, PLLC | $1.1M | 36,917 | Added |
| 3 | GTS SECURITIES LLC | $821,887 | 27,213 | Trimmed |
| 4 | Proficio Capital Partners LLC | $748,791 | 24,793 | Hold |
| 5 | Mutual Advisors, LLC | $657,642 | 21,775 | New |
| 6 | Tradition Wealth Management, LLC | $404,914 | 13,407 | New |
| 7 | Bravias Capital Group, LLC | $342,703 | 11,347 | Added |
| 8 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31