DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
STXT

EA SERIES TRUST

29 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 02072L458·29 13F holders·last filed Mar 31, 2026
Market cap
8.0%
vs prior quarter
13F value held
$108M
47.0% inst. owned
of float
Holders
29
+10 QoQ
filers reporting
Activity
+58 / −112
+988 added · −888 reduced
this quarter
Concentration
66.26%
McIlrath & Eck, LLC #1
top holder share
AI Holders Summary · Q1 2026

29 institutions reported STXT in Q1 2026. McIlrath & Eck, LLC leads at 66.3% of the visible book. +10 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
McIlrath & Eck, LLC
CIK 0001701714
$72M3.6M5.30%Q1 2026
02
OxenFree Capital LLC
CIK 0002009781
$19M936K9.11%Q1 2026
03
Ethos Financial Group, LLC
CIK 0001954242
$5M235K0.34%Q1 2026
04
StoneX Group Inc.
CIK 0000913760
$3M156K0.17%Q1 2026
05
WealthPlan Investment Management, LLC
CIK 0001929986
$2M119K0.13%Q1 2026
06
UPTICK PARTNERS, LLC
CIK 0002005353
$2M104K0.41%Q1 2026
07
Advyzon Investment Management, LLC
CIK 0002011872
$793,30140K0.07%Q1 2026
08
Orion Portfolio Solutions, LLC
CIK 0001802647
$741,85237K0.00%Q1 2025
09
GTS SECURITIES LLC
CIK 0001452765· Market maker
$692,23135K0.02%Q1 2026
10
CITADEL ADVISORS LLC
CIK 0001423053
$531,32326K0.00%Q4 2025
11
Kestra Advisory Services, LLC
CIK 0001830819
$440,02522K0.00%Q1 2026
12
LPL Financial LLC
CIK 0001403438
$438,05522K0.00%Q1 2026
13
Trilogy Capital Inc.
CIK 0001722512
$306,04315K0.01%Q1 2026
14
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$281,28914K0.00%Q1 2026
15
Balance Wealth, LLC
CIK 0002065247
$249,27713K0.08%Q1 2026
16
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$214,03911K0.00%Q1 2026
17
TCP Asset Management, LLC
CIK 0001961898
$213,32211K0.03%Q1 2026
18
GWN SECURITIES INC.
CIK 0001265905
$206,71810K0.04%Q1 2026
19
CWM, LLC
CIK 0001535847
$191,11810K0.00%Q1 2026
20
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$120,4756K0.00%Q1 2026
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