16 institutions reported holding $44.4M of EA SERIES TRUST (STXE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Chicago Partners Investment Group LLC ($16.2M), Cambridge Investment Research Advisors, Inc. ($12.3M), OxenFree Capital LLC ($8.4M), WealthPlan Investment Management, LLC ($1.6M), Concurrent Investment Advisors, LLC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Chicago Partners Investment Group LLC | $16.2M | 337,596 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $12.3M | 233,576 | Added |
| 3 | OxenFree Capital LLC | $8.4M | 168,519 | Trimmed |
| 4 | WealthPlan Investment Management, LLC | $1.6M | 29,761 | Added |
| 5 | Concurrent Investment Advisors, LLC | $1.5M | 28,233 | Added |
| 6 | SECURED RETIREMENT ADVISORS, LLC | $1.3M | 24,059 | Trimmed |
| 7 | Hegarty Advisors, LLC | $798,485 | 15,194 | Trimmed |
| 8 | Kestra Advisory Services, LLC | $669,170 | 12,693 | Trimmed |
| 9 | PARAGON CAPITAL MANAGEMENT INC | $661,697 | 12,591 | Trimmed |
| 10 | PFG Investments, LLC | $297,347 | 5,658 | New |
| 11 | Belpointe Asset Management LLC | $284,034 | 5,404 | Trimmed |
| 12 | Avantax Planning Partners, Inc. | $227,713 | 4,333 | New |
| 13 | Farther Finance Advisors, LLC | $196,339 | 3,736 | Hold |
| 14 | Washington Trust Advisors, Inc. | $96,857 | 1,843 | Trimmed |
| 15 | JNBA Financial Advisors | $54,813 | 1,043 | Hold |
| 16 | Abound Wealth Management | $4,205 | 80 | New |
Source: SEC Form 13F filings · as of 2026-06-30