Who Owns EA SERIES TRUST (STXD)? -- Institutional Holders (2026-03-31)
31 institutions reported holding $30.5M of EA SERIES TRUST (STXD) in SEC 13F filings for 2026-03-31. Largest institutional holders: OxenFree Capital LLC ($12.9M), Foundations Investment Advisors, LLC ($9.8M), StoneX Group Inc. ($1.7M), UPTICK PARTNERS, LLC ($1.1M), Kestra Advisory Services, LLC ($570,902). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | OxenFree Capital LLC | $12.9M | 342,015 | Added |
| 2 | Foundations Investment Advisors, LLC | $9.8M | 275,992 | Added |
| 3 | StoneX Group Inc. | $1.7M | 47,205 | Added |
| 4 | UPTICK PARTNERS, LLC | $1.1M | 29,736 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $570,902 | 16,084 | Added |
| 6 | GWN SECURITIES INC. | $482,796 | 13,601 | Hold |
| 7 | Venture Visionary Partners LLC | $443,307 | 12,489 | Hold |
| 8 | PDS Planning, Inc | $422,088 | 11,891 | Added |
| 9 | HARBOUR INVESTMENTS, INC. | $392,725 | 11,063 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $305,000 | 8,604 | Added |
| 11 | CAPTRUST FINANCIAL ADVISORS | $299,798 | 8,446 | Hold |
| 12 | Virtu Financial LLC | $292,000 | 8,237 | New |
| 13 | Advyzon Investment Management, LLC | $279,565 | 7,876 | Trimmed |
| 14 | World Investment Advisors | $248,471 | 7,000 | Trimmed |
| 15 | ATTICUS WEALTH MANAGEMENT, LLC | $232,972 | 6,563 | Trimmed |
| 16 | CWM, LLC | $228,699 | 6,443 | Hold |
| 17 | OSAIC HOLDINGS, INC. | $227,174 | 6,398 | Trimmed |
| 18 | Betterment LLC | $227,000 | 6,384 | New |
| 19 | Parallel Advisors, LLC | $141,983 | 4,000 | Hold |
| 20 | Longview Financial Advisors, Inc. | $81,072 | 2,284 | New |
| 21 | HAZLETT, BURT & WATSON, INC. | $57,000 | 1,615 | Hold |
| 22 | GUARDIAN WEALTH ADVISORS, LLC / NC | $48,097 | 1,355 | New |
| 23 | Aptus Capital Advisors, LLC | $48,097 | 1,355 | Hold |
| 24 | Colonial Trust Advisors | $26,267 | 740 | Hold |
| 25 | JNBA Financial Advisors | $20,872 | 588 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31