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

EA SERIES TRUST

36 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 02072L573·36 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.8%
vs prior quarter
13F value held
$39M
65.0% inst. owned
of float
Holders
36
+118 QoQ
filers reporting
Activity
+10 / −105
+933 added · −766 reduced
this quarter
Concentration
33.83%
OxenFree Capital LLC #1
top holder share
AI Holders Summary · Q1 2026

36 institutions reported STXK in Q1 2026. OxenFree Capital LLC leads at 33.8% of the visible book. +118 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
OxenFree Capital LLC
CIK 0002009781
$13M371K6.39%Q1 202602
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$6M170K0.07%Q1 202603
Summit Financial, LLC
CIK 0001765536
$4M129K0.05%Q1 202604
FINANCIAL MANAGEMENT NETWORK INC
CIK 0001844831
$4M112K0.60%Q1 202605
WealthPlan Investment Management, LLC
CIK 0001929986
$3M93K0.17%Q1 202606
UPTICK PARTNERS, LLC
CIK 0002005353
$2M50K0.33%Q1 202607
PARAGON CAPITAL MANAGEMENT INC
CIK 0002038506
$1M31K0.88%Q1 202608
Chicago Partners Investment Group LLC
CIK 0001563525
$808,02322K0.02%Q1 202609
Advyzon Investment Management, LLC
CIK 0002011872
$621,23019K0.06%Q1 202610
PDS Planning, Inc
CIK 0000838618
$567,97817K0.04%Q1 202611
Kestra Advisory Services, LLC
CIK 0001830819
$540,36316K0.00%Q1 202612
PFG Investments, LLC
CIK 0001973224
$498,72715K0.02%Q1 202613
GTS SECURITIES LLC
CIK 0001452765· Market maker
$465,73914K0.02%Q1 202614
LPL Financial LLC
CIK 0001403438
$457,66614K0.00%Q1 202615
Everhart Financial Group, Inc.
CIK 0001852858
$407,99212K0.03%Q1 202616
Avantax Planning Partners, Inc.
CIK 0001005441
$398,81912K0.01%Q1 202617
Essex Financial Services, Inc.
CIK 0001315785
$377,52811K0.02%Q1 202618
Merit Financial Group, LLC
CIK 0001621225
$335,83610K0.00%Q1 202619
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$313,0009K0.01%Q4 202520
Creative Planning
CIK 0001540235
$304,2779K0.00%Q1 2026
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