13F Insight
DOSSIER · 13F Holders · Q2 2026
STXV

EA SERIES TRUST

34 institutions still hold EA SERIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L599·34 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$49M
visible holders
Holders
34
filers reporting
Concentration
36.03%
UPTICK PARTNERS, LLC #1
top holder share
AI Holders Summary · Q2 2026

34 institutions reported STXV in Q2 2026. UPTICK PARTNERS, LLC leads at 36.0% 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
$17M461K2.72%Q2 202602
WealthPlan Investment Management, LLC
CIK 0001929986
$7M192K0.36%Q2 202603
OxenFree Capital LLC
CIK 0002009781
$7M177K3.12%Q2 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
$1M29K0.04%Q2 202608
PARAGON CAPITAL MANAGEMENT INC
CIK 0002038506
$954K25K0.71%Q2 202609
Summit Financial, LLC
CIK 0001765536
$753K20K0.01%Q2 202610
Safeguard Financial, LLC
CIK 0001922498
$749K25K0.16%Q1 202511
GTS SECURITIES LLC
CIK 0001452765· Market maker
$732K19K0.02%Q2 202612
MML INVESTORS SERVICES, LLC
CIK 0000701059
$704K19K0.00%Q2 202613
Merit Financial Group, LLC
CIK 0001621225
$666K18K0.00%Q2 202614
Essex Financial Services, Inc.
CIK 0001315785
$605K16K0.03%Q2 202615
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$581K15K0.00%Q2 202616
Venture Visionary Partners LLC
CIK 0001792283
$543K14K0.02%Q2 202617
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$449K12K0.01%Q2 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$393K10K0.00%Q2 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$313K8K0.00%Q2 202620
Kestra Advisory Services, LLC
CIK 0001830819
$299K8K0.00%Q2 2026
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