DOSSIER · 13F Holders · Q3 2026
STXG

EA SERIES TRUST

50 institutions still hold EA SERIES TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L615·50 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$80M
visible holders
Holders
50
filers reporting
Concentration
38.11%
OxenFree Capital LLC #1
top holder share
AI Holders Summary · Q3 2026

50 institutions reported STXG in Q3 2026. OxenFree Capital LLC leads at 38.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
OxenFree Capital LLC
CIK 0002009781
$31M528K13.23%Q3 2026
02
UPTICK PARTNERS, LLC
CIK 0002005353
$17M305K2.62%Q2 2026
03
WealthPlan Investment Management, LLC
CIK 0001929986
$8M144K0.39%Q3 2026
04
Advyzon Investment Management, LLC
CIK 0002011872
$5M98K0.41%Q1 2026
05
Demars Financial Group, LLC
CIK 0001723115
$4M70K1.07%Q2 2026
06
StoneX Group Inc.
CIK 0000913760
$3M50K0.11%Q2 2026
07
UBS Group AG
CIK 0001610520
$3M46K0.00%Q2 2026
08
Summit Financial, LLC
CIK 0001765536
$1M23K0.01%Q2 2026
09
Everhart Financial Group, Inc.
CIK 0001852858
$1M21K0.07%Q3 2026
10
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M20K0.00%Q2 2026
11
Worthington Financial Partners, LLC
CIK 0002111427
$1M18K0.85%Q3 2026
12
OSAIC HOLDINGS, INC.
CIK 0001677044
$934K17K0.00%Q2 2026
13
GWN SECURITIES INC.
CIK 0001265905
$842K15K0.14%Q2 2026
14
MML INVESTORS SERVICES, LLC
CIK 0000701059
$811K15K0.00%Q2 2026
15
LPL Financial LLC
CIK 0001403438
$762K14K0.00%Q2 2026
16
Essex Financial Services, Inc.
CIK 0001315785
$709K13K0.04%Q2 2026
17
WHITENER CAPITAL MANAGEMENT, INC.
CIK 0000825217
$679K12K0.14%Q3 2026
18
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$666K12K0.00%Q2 2026
19
Kestra Advisory Services, LLC
CIK 0001830819
$543K10K0.00%Q2 2026
20
STIFEL FINANCIAL CORP
CIK 0000720672
$503K9K0.00%Q2 2026
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