EA SERIES TRUST (STXI)
Institutional ownership reported to the SEC as of Q4 2025, across 7 quarters.
12
Reporting holders
$9.2M
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| OxenFree Capital LLC | $5.5M | 176,646 | 2.90% | 6q | +3.8%+$199.4K |
| Ethos Financial Group, LLC | $844.1K | 27,070 | 0.06% | 3q | +1.6%+$13.1K |
| SPWM Advisors LLC | $808.4K | 25,928 | 0.77% | new | FIRST |
| GTS SECURITIES LLC | $497.8K | 15,966 | 0.02% | 5q | -55.1%-$609.8K |
| CITADEL ADVISORS LLC | $457.9K | 14,685 | 0.00% | new | NEW |
| SNS Financial Group, LLC | $351.9K | 11,286 | 0.03% | new | NEW |
| Avantax Planning Partners, Inc. | $325.2K | 10,431 | 0.01% | new | NEW |
| Balance Wealth, LLC | $201.7K | 6,468 | 0.06% | new | NEW |
| Kestra Advisory Services, LLC | $138.8K | 4,451 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $101.3K | 3,249 | 0.00% | 5q | HELD |
| OSAIC HOLDINGS, INC. | $10.0K | 320 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $4.0K | 127,768 | 0.01% | 7q | -2.8% |
| UBS Group AG | $3.0K | 96 | 0.00% | 3q | -30.9%-$1.3K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2025 | 12 | $9.2M | 296,596 | 6 | 2 | 2 | 0.0% |
| Q3 2025 | 5 | $7.2M | 235,812 | 0 | 1 | 3 | 0.0% |
| Q2 2025 | 7 | $7.3M | 254,749 | 3 | 2 | 0 | 0.0% |
| Q1 2025 | 5 | $5.4M | 208,464 | 1 | 2 | 0 | 0.0% |
| Q4 2024 | 4 | $4.4M | 177,188 | 3 | 1 | 0 | 0.0% |
| Q3 2024 | 2 | $3.3M | 310,597 | 1 | 0 | 0 | 0.0% |
| Q2 2024 | 1 | $4.7K | 188,070 | 1 | 0 | 0 | 0.0% |