13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
STXG

EA SERIES TRUST

47 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 02072L615·47 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.3%
vs prior quarter
13F value held
$76M
49.0% inst. owned
of float
Holders
47
-122 QoQ
filers reporting
Activity
+18 / −59
+798 added · −802 reduced
this quarter
Concentration
34.37%
OxenFree Capital LLC #1
top holder share
AI Holders Summary · Q1 2026

47 institutions reported STXG in Q1 2026. OxenFree Capital LLC leads at 34.4% of the visible book. -122 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
$26M507K12.63%Q1 202602
UPTICK PARTNERS, LLC
CIK 0002005353
$16M334K3.12%Q1 202603
WealthPlan Investment Management, LLC
CIK 0001929986
$7M141K0.37%Q1 202604
Orion Portfolio Solutions, LLC
CIK 0001802647
$5M120K0.03%Q1 202505
Advyzon Investment Management, LLC
CIK 0002011872
$5M98K0.41%Q1 202606
Demars Financial Group, LLC
CIK 0001723115
$3M69K1.06%Q1 202607
UBS Group AG
CIK 0001610520
$2M44K0.00%Q1 202608
StoneX Group Inc.
CIK 0000913760
$2M43K0.11%Q1 202609
GTS SECURITIES LLC
CIK 0001452765· Market maker
$2M40K0.07%Q1 202610
Everhart Financial Group, Inc.
CIK 0001852858
$1M25K0.10%Q1 202611
Summit Financial, LLC
CIK 0001765536
$1M23K0.01%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$998,60821K0.00%Q1 202613
Safeguard Financial, LLC
CIK 0001922498
$859,07121K0.19%Q1 202514
Worthington Financial Partners, LLC
CIK 0002111427
$814,16517K0.70%Q1 202615
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$740,72416K0.00%Q1 202616
GWN SECURITIES INC.
CIK 0001265905
$713,26515K0.14%Q1 202617
LPL Financial LLC
CIK 0001403438
$623,13313K0.00%Q1 202618
Essex Financial Services, Inc.
CIK 0001315785
$577,96012K0.03%Q1 202619
WHITENER CAPITAL MANAGEMENT, INC.
CIK 0000825217
$535,94911K0.12%Q1 202620
Kestra Advisory Services, LLC
CIK 0001830819
$456,03410K0.00%Q1 2026
Page 1 of 3
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