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.

Rank	Institution	Value	Shares	Change
1	UPTICK PARTNERS, LLC	$17.5M	461,106	Trimmed
2	WealthPlan Investment Management, LLC	$7.3M	191,968	Added
3	OxenFree Capital LLC	$6.8M	177,386	Added
4	Advyzon Investment Management, LLC	$3.9M	102,047	Trimmed
5	Cambridge Investment Research Advisors, Inc.	$1.9M	49,463	Trimmed
6	Everhart Financial Group, Inc.	$1.2M	32,880	Trimmed
7	StoneX Group Inc.	$1.1M	29,145	Added
8	PARAGON CAPITAL MANAGEMENT INC	$953,626	25,155	Added
9	Summit Financial, LLC	$753,417	19,874	Trimmed
10	GTS SECURITIES LLC	$732,459	19,321	Trimmed
11	MML INVESTORS SERVICES, LLC	$703,655	18,561	Added
12	Merit Financial Group, LLC	$666,196	17,573	Added
13	Essex Financial Services, Inc.	$605,182	15,964	Added
14	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$581,426	15,337	Trimmed
15	Venture Visionary Partners LLC	$543,402	14,334	Hold
16	HARBOUR INVESTMENTS, INC.	$448,739	11,837	Trimmed
17	Betterment LLC	$422,000	11,141	Added
18	OSAIC HOLDINGS, INC.	$392,805	10,360	Added
19	FLOW TRADERS U.S. LLC	$392,000	10,329	New
20	ENVESTNET ASSET MANAGEMENT INC	$313,176	8,261	New
21	Kestra Advisory Services, LLC	$298,883	7,884	Added
22	Farther Finance Advisors, LLC	$269,540	7,110	Hold
23	Key Client Fiduciary Advisors, LLC	$235,921	6,223	Trimmed
24	Chicago Partners Investment Group LLC	$225,554	5,859	Hold
25	Cetera Investment Advisers	$209,111	5,516	New

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