DOSSIER · 13F Holders · Q1 2026
STXE

EA SERIES TRUST

41 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 02072L698·41 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$88M
visible holders
Holders
41
filers reporting
Concentration
36.44%
McIlrath & Eck, LLC #1
top holder share
AI Holders Summary · Q1 2026

41 institutions reported STXE in Q1 2026. McIlrath & Eck, LLC leads at 36.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
McIlrath & Eck, LLC
CIK 0001701714
$32M825K2.39%Q1 2026
02
Chicago Partners Investment Group LLC
CIK 0001563525
$16M338K0.32%Q2 2026
03
OxenFree Capital LLC
CIK 0002009781
$8M169K3.83%Q2 2026
04
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M118K0.01%Q1 2026
05
UBS Group AG
CIK 0001610520
$4M71K0.00%Q2 2026
06
OLD MISSION CAPITAL LLC
CIK 0001455915
$4M70K0.06%Q2 2026
07
STIFEL FINANCIAL CORP
CIK 0000720672
$4M68K0.00%Q2 2026
08
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M42K0.00%Q2 2026
09
Parallel Advisors, LLC
CIK 0001690010
$2M37K0.03%Q2 2026
10
WealthPlan Investment Management, LLC
CIK 0001929986
$2M30K0.08%Q2 2026
11
LPL Financial LLC
CIK 0001403438
$2M30K0.00%Q2 2026
12
Concurrent Investment Advisors, LLC
CIK 0002001015
$1M28K0.01%Q2 2026
13
FINANCIAL MANAGEMENT NETWORK INC
CIK 0001844831
$1M28K0.19%Q2 2026
14
SECURED RETIREMENT ADVISORS, LLC
CIK 0002012356
$1M24K0.65%Q2 2026
15
Stratos Wealth Advisors, LLC
CIK 0001707202
$1M22K0.06%Q2 2026
16
Hegarty Advisors, LLC
CIK 0002107727
$798K15K0.55%Q2 2026
17
Quantinno Capital Management LP
CIK 0001759654
$749K14K0.00%Q2 2026
18
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$741K14K0.00%Q2 2026
19
Kestra Advisory Services, LLC
CIK 0001830819
$669K13K0.00%Q2 2026
20
PARAGON CAPITAL MANAGEMENT INC
CIK 0002038506
$662K13K0.49%Q2 2026
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