EA Series Trust - DTAN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Philip James Wealth Mangement, LLC | History | Reduced | 173,334 | 5,629 | 0.62% | 0.63% | 1 | -5,044 | -2.83% | Q3 2026 | Oct 27, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Reduced | 36,933 | 1,199 | 1.55% | 1.56% | 2 | -913 | -2.41% | Q3 2026 | Oct 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 24,793 | 780 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 21,775 | 685 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bravias Capital Group, LLC | History | No change | 14,752 | 464 | 0.28% | 0.28% | 5 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tradition Wealth Management, LLC | History | No change | 13,407 | 422 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GTS SECURITIES LLC | History | No change | 10,611 | 334 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |