DOSSIER · 13F Holders · Q1 2026
STXE

EA SERIES TRUST

40 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 02072L698·40 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$84M
visible holders
Holders
40
filers reporting
Concentration
38.26%
McIlrath & Eck, LLC #1
top holder share
AI Holders Summary · Q1 2026

40 institutions reported STXE in Q1 2026. McIlrath & Eck, LLC leads at 38.3% 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
$15M333K0.33%Q1 2026
03
OxenFree Capital LLC
CIK 0002009781
$8M169K3.83%Q2 2026
04
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M118K0.01%Q1 2026
05
OLD MISSION CAPITAL LLC
CIK 0001455915
$4M102K0.06%Q1 2026
06
GTS SECURITIES LLC
CIK 0001452765· Market maker
$3M81K0.11%Q1 2026
07
UBS Group AG
CIK 0001610520
$3M78K0.00%Q1 2026
08
STIFEL FINANCIAL CORP
CIK 0000720672
$3M68K0.00%Q1 2026
09
Parallel Advisors, LLC
CIK 0001690010
$1M34K0.02%Q1 2026
10
SECURED RETIREMENT ADVISORS, LLC
CIK 0002012356
$1M24K0.65%Q2 2026
11
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$1M32K0.00%Q1 2026
12
WealthPlan Investment Management, LLC
CIK 0001929986
$1M28K0.06%Q1 2026
13
Concurrent Investment Advisors, LLC
CIK 0002001015
$1M28K0.01%Q1 2026
14
FINANCIAL MANAGEMENT NETWORK INC
CIK 0001844831
$1M25K0.17%Q1 2026
15
LPL Financial LLC
CIK 0001403438
$982K25K0.00%Q1 2026
16
Stratos Wealth Advisors, LLC
CIK 0001707202
$862K22K0.05%Q1 2026
17
PARAGON CAPITAL MANAGEMENT INC
CIK 0002038506
$662K13K0.49%Q2 2026
18
Hegarty Advisors, LLC
CIK 0002107727
$649K17K0.51%Q1 2026
19
Kestra Advisory Services, LLC
CIK 0001830819
$497K13K0.00%Q1 2026
20
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$483K12K0.00%Q1 2026
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