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

33 institutions reported holding $34.8M of EA SER TR (STXD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Foundations Investment Advisors, LLC ($11.7M), OxenFree Capital LLC ($11.2M), CITADEL ADVISORS LLC ($2.4M), StoneX Group Inc. ($2.0M), GTS SECURITIES LLC ($1.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Foundations Investment Advisors, LLC$11.7M294,832Added
2OxenFree Capital LLC$11.2M284,199Trimmed
3CITADEL ADVISORS LLC$2.4M59,362New
4StoneX Group Inc.$2.0M49,791Added
5GTS SECURITIES LLC$1.2M30,668New
6UPTICK PARTNERS, LLC$1.2M29,576Trimmed
7Kestra Advisory Services, LLC$611,37815,367Trimmed
8GWN SECURITIES INC.$542,93313,646Added
9Venture Visionary Partners LLC$496,88712,489Hold
10PDS Planning, Inc$471,52511,852Trimmed
11HARBOUR INVESTMENTS, INC.$438,63011,025Trimmed
12CAPTRUST FINANCIAL ADVISORS$336,0338,446Hold
13Betterment LLC$316,0007,950Added
14Advyzon Investment Management, LLC$310,2517,798Trimmed
15Cambridge Investment Research Advisors, Inc.$303,0007,605Trimmed
16OSAIC HOLDINGS, INC.$278,1106,989Added
17World Investment Advisors$248,4717,000Hold
18Cetera Investment Advisers$220,4275,540New
19Parallel Advisors, LLC$159,1444,000Hold
20JONES FINANCIAL COMPANIES LLLP$113,5542,897New
21WELLS FARGO & COMPANY/MN$77,4551,947Added
22HAZLETT, BURT & WATSON, INC.$64,0001,615Hold
23Aptus Capital Advisors, LLC$53,9101,355Hold
24Colonial Trust Advisors$29,442740Hold
25JNBA Financial Advisors$23,395588Hold

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