13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
STXD

EA SERIES TRUST

30 institutions still hold EA SERIES TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L581·30 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.2%
vs prior quarter
13F value held
$30M
60.0% inst. owned
of float
Holders
30
-30 QoQ
filers reporting
Activity
+69 / −104
+850 added · −884 reduced
this quarter
Concentration
43.56%
OxenFree Capital LLC #1
top holder share
AI Holders Summary · Q1 2026

30 institutions reported STXD in Q1 2026. OxenFree Capital LLC leads at 43.6% of the visible book. -30 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
OxenFree Capital LLC
CIK 0002009781
$13M342K6.25%Q1 202602
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$10M276K0.12%Q1 202603
StoneX Group Inc.
CIK 0000913760
$2M47K0.09%Q1 202604
UPTICK PARTNERS, LLC
CIK 0002005353
$1M30K0.21%Q1 202605
Kestra Advisory Services, LLC
CIK 0001830819
$570,90216K0.00%Q1 202606
GWN SECURITIES INC.
CIK 0001265905
$482,79614K0.09%Q1 202607
Venture Visionary Partners LLC
CIK 0001792283
$443,30712K0.01%Q1 202608
PDS Planning, Inc
CIK 0000838618
$422,08812K0.03%Q1 202609
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$392,72511K0.01%Q1 202610
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$299,7988K0.00%Q1 202611
Advyzon Investment Management, LLC
CIK 0002011872
$279,5658K0.03%Q1 202612
World Investment Advisors
CIK 0001652594
$248,4717K0.00%Q1 202613
ATTICUS WEALTH MANAGEMENT, LLC
CIK 0001800234
$232,9727K0.06%Q1 202614
CWM, LLC
CIK 0001535847
$228,6996K0.00%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$227,1746K0.00%Q1 202616
Parallel Advisors, LLC
CIK 0001690010
$141,9834K0.00%Q1 202617
Longview Financial Advisors, Inc.
CIK 0001786915
$81,0722K0.05%Q1 202618
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$48,0971K0.00%Q1 202619
Aptus Capital Advisors, LLC
CIK 0001664193
$48,0971K0.00%Q1 202620
Colonial Trust Advisors
CIK 0001567993
$26,2677400.00%Q1 2026
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