DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated

STXE

EA SERIES TRUST

38 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 02072L698·38 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 5.3%

vs prior quarter

13F value held

$79M

63.0% inst. owned

of float

Holders

38

+111 QoQ

filers reporting

Activity

+24 / −26

+756 added · −676 reduced

this quarter

Concentration

40.64%

McIlrath & Eck, LLC #1

top holder share

AI Holders Summary · Q1 2026

38 institutions reported STXE in Q1 2026. McIlrath & Eck, LLC leads at 40.6% of the visible book. +111 net new institutions vs prior quarter — accumulation reading.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

McIlrath & Eck, LLC

$32M825K2.39%Q1 2026 02

Chicago Partners Investment Group LLC

$15M333K0.33%Q1 2026 03

OxenFree Capital LLC

$8M174K3.71%Q1 2026 04

OLD MISSION CAPITAL LLC

$4M102K0.06%Q1 2026 05

GTS SECURITIES LLC

CIK 0001452765· Market maker

$3M81K0.11%Q1 2026 06

$3M78K0.00%Q1 2026 07

STIFEL FINANCIAL CORP

$3M68K0.00%Q1 2026 08

SECURED RETIREMENT ADVISORS, LLC

$1M34K0.75%Q1 2026 09

Parallel Advisors, LLC

$1M34K0.02%Q1 2026 10

JONES FINANCIAL COMPANIES LLLP

$1M32K0.00%Q1 2026 11

WealthPlan Investment Management, LLC

$1M28K0.06%Q1 2026 12

Concurrent Investment Advisors, LLC

$1M28K0.01%Q1 2026 13

FINANCIAL MANAGEMENT NETWORK INC

$1M25K0.17%Q1 2026 14

LPL Financial LLC

$981,57225K0.00%Q1 2026 15

Stratos Wealth Advisors, LLC

$862,28522K0.05%Q1 2026 16

Hegarty Advisors, LLC

$648,85517K0.51%Q1 2026 17

PARAGON CAPITAL MANAGEMENT INC

$519,17813K0.44%Q1 2026 18

Kestra Advisory Services, LLC

$497,17713K0.00%Q1 2026 19

RAYMOND JAMES FINANCIAL INC

$483,49812K0.00%Q1 2026 20

GWN SECURITIES INC.

$480,85612K0.09%Q1 2026

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