Who Owns EA SERIES TRUST (STXV)? -- Institutional Holders (2026-06-30)

36 institutions reported holding $48.6M of EA SERIES TRUST (STXV) in SEC 13F filings for 2026-06-30. Largest institutional holders: UPTICK PARTNERS, LLC ($17.5M), WealthPlan Investment Management, LLC ($7.3M), OxenFree Capital LLC ($6.8M), Advyzon Investment Management, LLC ($3.9M), Cambridge Investment Research Advisors, Inc. ($1.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1UPTICK PARTNERS, LLC$17.5M461,106Trimmed
2WealthPlan Investment Management, LLC$7.3M191,968Added
3OxenFree Capital LLC$6.8M177,386Added
4Advyzon Investment Management, LLC$3.9M102,047Trimmed
5Cambridge Investment Research Advisors, Inc.$1.9M49,463Trimmed
6Everhart Financial Group, Inc.$1.2M32,880Trimmed
7StoneX Group Inc.$1.1M29,145Added
8PARAGON CAPITAL MANAGEMENT INC$953,62625,155Added
9Summit Financial, LLC$753,41719,874Trimmed
10GTS SECURITIES LLC$732,45919,321Trimmed
11MML INVESTORS SERVICES, LLC$703,65518,561Added
12Merit Financial Group, LLC$666,19617,573Added
13Essex Financial Services, Inc.$605,18215,964Added
14SUSQUEHANNA INTERNATIONAL GROUP, LLP$581,42615,337Trimmed
15Venture Visionary Partners LLC$543,40214,334Hold
16HARBOUR INVESTMENTS, INC.$448,73911,837Trimmed
17Betterment LLC$422,00011,141Added
18OSAIC HOLDINGS, INC.$392,80510,360Added
19FLOW TRADERS U.S. LLC$392,00010,329New
20ENVESTNET ASSET MANAGEMENT INC$313,1768,261New
21Kestra Advisory Services, LLC$298,8837,884Added
22Farther Finance Advisors, LLC$269,5407,110Hold
23Key Client Fiduciary Advisors, LLC$235,9216,223Trimmed
24Chicago Partners Investment Group LLC$225,5545,859Hold
25Cetera Investment Advisers$209,1115,516New

Source: SEC Form 13F filings · as of 2026-06-30