13F Insight
DOSSIER · 13F Holders · Q1 2026
STXV

EA SERIES TRUST

33 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 02072L599·33 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$48M
visible holders
Holders
33
filers reporting
Concentration
37.79%
UPTICK PARTNERS, LLC #1
top holder share
AI Holders Summary · Q1 2026

33 institutions reported STXV in Q1 2026. UPTICK PARTNERS, LLC leads at 37.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
UPTICK PARTNERS, LLC
CIK 0002005353
$18M517K3.62%Q1 202602
OxenFree Capital LLC
CIK 0002009781
$7M177K3.12%Q2 202603
WealthPlan Investment Management, LLC
CIK 0001929986
$7M190K0.37%Q1 202604
Advyzon Investment Management, LLC
CIK 0002011872
$5M146K0.46%Q1 202605
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M50K0.00%Q1 202606
Everhart Financial Group, Inc.
CIK 0001852858
$1M33K0.08%Q2 202607
StoneX Group Inc.
CIK 0000913760
$1M29K0.05%Q1 202608
PARAGON CAPITAL MANAGEMENT INC
CIK 0002038506
$954K25K0.71%Q2 202609
GTS SECURITIES LLC
CIK 0001452765· Market maker
$814K23K0.03%Q1 202610
Summit Financial, LLC
CIK 0001765536
$774K22K0.01%Q1 202611
Safeguard Financial, LLC
CIK 0001922498
$749K25K0.16%Q1 202512
Merit Financial Group, LLC
CIK 0001621225
$666K18K0.00%Q2 202613
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$600K17K0.00%Q1 202614
Essex Financial Services, Inc.
CIK 0001315785
$560K16K0.03%Q1 202615
Venture Visionary Partners LLC
CIK 0001792283
$504K14K0.02%Q1 202616
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$422K12K0.01%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$364K10K0.00%Q1 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$328K9K0.00%Q1 202619
Betterment LLC
CIK 0001633901
$298K8K0.00%Q1 202620
Kestra Advisory Services, LLC
CIK 0001830819
$277K8K0.00%Q1 2026
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