Who Owns EA SER TR (STXG)? -- Institutional Holders (2026-06-30)

48 institutions reported holding $83.5M of EA SER TR (STXG) in SEC 13F filings for 2026-06-30. Largest institutional holders: OxenFree Capital LLC ($28.1M), UPTICK PARTNERS, LLC ($16.8M), WealthPlan Investment Management, LLC ($7.9M), Demars Financial Group, LLC ($3.9M), Advyzon Investment Management, LLC ($3.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1OxenFree Capital LLC$28.1M511,102Added
2UPTICK PARTNERS, LLC$16.8M304,649Trimmed
3WealthPlan Investment Management, LLC$7.9M143,562Added
4Demars Financial Group, LLC$3.9M69,970Added
5Advyzon Investment Management, LLC$3.8M69,129Trimmed
6StoneX Group Inc.$2.7M49,616Added
7UBS Group AG$2.5M45,656Added
8Everhart Financial Group, Inc.$1.4M24,605Trimmed
9Summit Financial, LLC$1.3M22,680Trimmed
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.1M19,859Added
11Worthington Financial Partners, LLC$982,38317,777Added
12OSAIC HOLDINGS, INC.$933,69116,895Added
13GWN SECURITIES INC.$841,77015,233Added
14MML INVESTORS SERVICES, LLC$810,95614,675Added
15LPL Financial LLC$761,54613,781Added
16Essex Financial Services, Inc.$708,57212,822Added
17RAYMOND JAMES FINANCIAL INC$666,49812,061Trimmed
18Whitener Capital Management, Inc.$647,59511,718Added
19Kestra Advisory Services, LLC$542,6679,820Added
20Cambridge Investment Research Advisors, Inc.$529,0009,579Added
21STIFEL FINANCIAL CORP$503,4849,111Added
22Trilogy Capital Inc.$474,5788,588Added
23Merit Financial Group, LLC$462,0188,361Added
24Cetera Investment Advisers$447,3078,094Added
25ENVESTNET ASSET MANAGEMENT INC$426,8477,724New

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