STXV institutional holders

EA SERIES TRUST · 13F, 2026Q2

Managers holding32
Shares held1,329,917
Reported value$50.5m
Quarter flows5 new, 11 added, 9 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
UPTICK PARTNERS, LLC461,106$17.5m2.7%
WealthPlan Investment Management, LLC191,968$7.3m0.4%
OxenFree Capital LLC177,386$6.8m3.1%
Advyzon Investment Management, LLC102,047$3.9m0.3%
Cambridge Investment Research Advisors, Inc.98,926$3.8m0.0%
Everhart Financial Group, Inc.32,880$1.2m0.1%
StoneX Group Inc.29,145$1.1m0.0%
PARAGON CAPITAL MANAGEMENT INC25,155$953,6260.7%
Summit Financial, LLC19,874$753,4170.0%
GTS SECURITIES LLC19,321$732,4590.0%
MML INVESTORS SERVICES, LLC18,561$703,6550.0%
Merit Financial Group, LLC17,573$666,1960.0%
Essex Financial Services, Inc.15,964$605,1820.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP15,337$581,4260.0%
Venture Visionary Partners LLC14,334$543,4020.0%
HARBOUR INVESTMENTS, INC.11,837$448,7390.0%
Betterment LLC11,141$422,0000.0%
OSAIC HOLDINGS, INC.10,360$392,8050.0%
FLOW TRADERS U.S. LLC10,329$392,0000.0%
ENVESTNET ASSET MANAGEMENT INC8,261$313,1760.0%
Kestra Advisory Services, LLC7,884$298,8830.0%
Farther Finance Advisors, LLC7,110$269,5400.0%
Key Client Fiduciary Advisors, LLC6,223$235,9210.1%
Chicago Partners Investment Group LLC5,859$225,5540.0%
Cetera Investment Advisers5,516$209,1110.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("STXV"). STXV price history · All 13F data

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