19 institutions reported holding $48.0M of EA SERIES TRUST (STXG) in SEC 13F filings for 2026-06-30. Largest institutional holders: OxenFree Capital LLC ($28.1M), WealthPlan Investment Management, LLC ($7.9M), Demars Financial Group, LLC ($3.9M), Everhart Financial Group, Inc. ($1.4M), Cambridge Investment Research Advisors, Inc. ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | OxenFree Capital LLC | $28.1M | 511,102 | Added |
| 2 | WealthPlan Investment Management, LLC | $7.9M | 143,562 | Added |
| 3 | Demars Financial Group, LLC | $3.9M | 69,970 | Added |
| 4 | Everhart Financial Group, Inc. | $1.4M | 24,605 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $1.1M | 19,158 | Added |
| 6 | Worthington Financial Partners, LLC | $982,383 | 17,777 | Added |
| 7 | Whitener Capital Management, Inc. | $647,595 | 11,718 | Added |
| 8 | Kestra Advisory Services, LLC | $542,667 | 9,820 | Added |
| 9 | Trilogy Capital Inc. | $474,578 | 8,588 | Added |
| 10 | Merit Financial Group, LLC | $462,018 | 8,361 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $426,847 | 7,724 | New |
| 12 | Venture Visionary Partners LLC | $336,869 | 6,096 | Hold |
| 13 | Dynamic Advisor Solutions LLC | $335,973 | 6,080 | Trimmed |
| 14 | Farther Finance Advisors, LLC | $317,693 | 5,749 | Hold |
| 15 | Key Client Fiduciary Advisors, LLC | $276,303 | 5,000 | Trimmed |
| 16 | DAVENPORT & Co LLC | $242,594 | 4,390 | Added |
| 17 | Balance Wealth, LLC | $224,476 | 4,062 | New |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $209,360 | 3,789 | New |
| 19 | MONEY CONCEPTS CAPITAL CORP | $200,872 | 3,635 | New |
Source: SEC Form 13F filings · as of 2026-06-30