13 institutions reported holding $22.6M of EA SERIES TRUST (STXV) in SEC 13F filings for 2026-06-30. Largest institutional holders: WealthPlan Investment Management, LLC ($7.3M), OxenFree Capital LLC ($6.8M), Cambridge Investment Research Advisors, Inc. ($3.8M), Everhart Financial Group, Inc. ($1.2M), PARAGON CAPITAL MANAGEMENT INC ($953,626). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WealthPlan Investment Management, LLC | $7.3M | 191,968 | Added |
| 2 | OxenFree Capital LLC | $6.8M | 177,386 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $3.8M | 98,926 | Added |
| 4 | Everhart Financial Group, Inc. | $1.2M | 32,880 | Trimmed |
| 5 | PARAGON CAPITAL MANAGEMENT INC | $953,626 | 25,155 | Added |
| 6 | Merit Financial Group, LLC | $666,196 | 17,573 | Added |
| 7 | Venture Visionary Partners LLC | $543,402 | 14,334 | Hold |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $313,176 | 8,261 | New |
| 9 | Kestra Advisory Services, LLC | $298,883 | 7,884 | Added |
| 10 | Farther Finance Advisors, LLC | $269,540 | 7,110 | Hold |
| 11 | Key Client Fiduciary Advisors, LLC | $235,921 | 6,223 | Trimmed |
| 12 | Chicago Partners Investment Group LLC | $225,554 | 5,859 | Hold |
| 13 | Longview Financial Advisors, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30