13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
STXV

EA SERIES TRUST

34 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 02072L599·34 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.0%
vs prior quarter
13F value held
$46M
70.0% inst. owned
of float
Holders
34
+12 QoQ
filers reporting
Activity
+46 / −31
+889 added · −689 reduced
this quarter
Concentration
39.86%
UPTICK PARTNERS, LLC #1
top holder share
AI Holders Summary · Q1 2026

34 institutions reported STXV in Q1 2026. UPTICK PARTNERS, LLC leads at 39.9% of the visible book. +12 net new institutions vs prior quarter — accumulation reading.

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
WealthPlan Investment Management, LLC
CIK 0001929986
$7M190K0.37%Q1 202603
OxenFree Capital LLC
CIK 0002009781
$6M169K2.94%Q1 202604
Advyzon Investment Management, LLC
CIK 0002011872
$5M146K0.46%Q1 202605
Everhart Financial Group, Inc.
CIK 0001852858
$1M33K0.10%Q1 202606
StoneX Group Inc.
CIK 0000913760
$1M29K0.05%Q1 202607
PARAGON CAPITAL MANAGEMENT INC
CIK 0002038506
$859,79324K0.73%Q1 202608
GTS SECURITIES LLC
CIK 0001452765· Market maker
$813,65623K0.03%Q1 202609
Summit Financial, LLC
CIK 0001765536
$773,83822K0.01%Q1 202610
Safeguard Financial, LLC
CIK 0001922498
$748,83725K0.16%Q1 202511
Merit Financial Group, LLC
CIK 0001621225
$616,27218K0.00%Q1 202612
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$600,25017K0.00%Q1 202613
Essex Financial Services, Inc.
CIK 0001315785
$560,43816K0.03%Q1 202614
Venture Visionary Partners LLC
CIK 0001792283
$503,62814K0.02%Q1 202615
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$422,12512K0.01%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$363,73210K0.00%Q1 202617
MML INVESTORS SERVICES, LLC
CIK 0000701059
$327,6739K0.00%Q1 202618
Kestra Advisory Services, LLC
CIK 0001830819
$276,9468K0.00%Q1 202619
Farther Finance Advisors, LLC
CIK 0001992825
$249,7107K0.00%Q1 202620
Key Client Fiduciary Advisors, LLC
CIK 0001912612
$249,4607K0.08%Q1 2026
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