13F Insight
DOSSIER · 13F Holders · Q2 2026
DTAN

EA SERIES TRUST

10 institutions still hold EA SERIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L219·10 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$10M
visible holders
Holders
10
filers reporting
Concentration
59.03%
Philip James Wealth Mangement, LLC #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported DTAN in Q2 2026. Philip James Wealth Mangement, LLC leads at 59.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Philip James Wealth Mangement, LLC
CIK 0002002630
$6M178K0.63%Q2 202602
STAPP WEALTH MANAGEMENT, PLLC
CIK 0001954085
$1M38K1.56%Q2 202603
Proficio Capital Partners LLC
CIK 0001654175
$780K25K0.03%Q2 202604
Mutual Advisors, LLC
CIK 0001694080
$658K22K0.01%Q1 202605
Bravias Capital Group, LLC
CIK 0002054328
$464K15K0.28%Q2 202606
Tradition Wealth Management, LLC
CIK 0001843010
$422K13K0.03%Q2 202607
GTS SECURITIES LLC
CIK 0001452765· Market maker
$334K11K0.01%Q2 202608
Integrated Wealth Concepts LLC
CIK 0001737109
$46K1K0.00%Q2 202609
Steward Partners Investment Advisory, LLC
CIK 0001723397
$535170.00%Q2 202610
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025