Who Owns EA SERIES TRUST (STXG)? -- Institutional Holders (2026-03-31)

50 institutions reported holding $74.8M of EA SERIES TRUST (STXG) in SEC 13F filings for 2026-03-31. Largest institutional holders: OxenFree Capital LLC ($26.0M), UPTICK PARTNERS, LLC ($15.6M), WealthPlan Investment Management, LLC ($6.6M), Advyzon Investment Management, LLC ($4.6M), Demars Financial Group, LLC ($3.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1OxenFree Capital LLC$26.0M506,640Added
2UPTICK PARTNERS, LLC$15.6M333,587Trimmed
3WealthPlan Investment Management, LLC$6.6M140,954New
4Advyzon Investment Management, LLC$4.6M98,427Trimmed
5Demars Financial Group, LLC$3.2M68,670Added
6UBS Group AG$2.1M44,427Trimmed
7StoneX Group Inc.$2.0M43,314Trimmed
8GTS SECURITIES LLC$1.9M39,845Added
9Everhart Financial Group, Inc.$1.2M25,194Trimmed
10Summit Financial, LLC$1.1M23,473Added
11RAYMOND JAMES FINANCIAL INC$998,60821,290New
12Worthington Financial Partners, LLC$814,16517,358Trimmed
13SUSQUEHANNA INTERNATIONAL GROUP, LLP$740,72415,792Added
14GWN SECURITIES INC.$713,26515,206Hold
15LPL Financial LLC$623,13313,285Added
16Essex Financial Services, Inc.$577,96012,322Hold
17Whitener Capital Management, Inc.$535,94911,426Added
18Kestra Advisory Services, LLC$456,0349,723Added
19Trilogy Capital Inc.$401,9768,570Added
20Merit Financial Group, LLC$391,6858,351Trimmed
21OSAIC HOLDINGS, INC.$360,6307,687Trimmed
22Cetera Investment Advisers$349,2567,446Added
23MML INVESTORS SERVICES, LLC$306,9976,545Trimmed
24Key Client Fiduciary Advisors, LLC$304,8836,500Hold
25STIFEL FINANCIAL CORP$303,9036,479Added

Source: SEC Form 13F filings · as of 2026-03-31