EA SERIES TRUST (STXM)
Institutional ownership reported to the SEC as of Q4 2025, across 7 quarters.
9
Reporting holders
$13.4M
Reported value
0.0%
Held as options
+1
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 | $4.6M | 161,931 | 2.43% | 7q | +2.9%+$132.3K |
| UPTICK PARTNERS, LLC | $4.2M | 148,677 | 0.90% | 6q | -20.4%-$1.1M |
| Advyzon Investment Management, LLC | $2.0M | 70,082 | 0.23% | 5q | -48.0%-$1.8M |
| WealthPLAN Partners, LLC | $1.2M | 40,501 | 0.17% | 7q | -7.1%-$87.9K |
| GTS SECURITIES LLC | $593.3K | 20,809 | 0.02% | 3q | +130.4%+$335.8K |
| Avantax Planning Partners, Inc. | $398.6K | 13,980 | 0.01% | new | NEW |
| Grantvest Financial Group LLC | $370.9K | 13,011 | 0.24% | 5q | +4.2%+$14.8K |
| Kestra Advisory Services, LLC | $31.6K | 1,107 | 0.00% | new | NEW |
| NBC SECURITIES, INC. | $11.8K | 415 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $908 | 31,842 | 0.00% | new | NEW |
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 | 9 | $13.4M | 470,513 | 2 | 3 | 3 | 0.0% |
| Q3 2025 | 8 | $15.4M | 544,622 | 1 | 2 | 4 | 0.0% |
| Q2 2025 | 7 | $14.9M | 565,288 | 1 | 4 | 2 | 0.0% |
| Q1 2025 | 8 | $12.6M | 523,510 | 2 | 6 | 0 | 0.0% |
| Q4 2024 | 6 | $12.0M | 462,526 | 1 | 2 | 1 | 0.0% |
| Q3 2024 | 4 | $8.8M | 339,903 | 2 | 1 | 0 | 0.0% |
| Q2 2024 | 2 | $3.7M | 153,303 | 2 | 0 | 0 | 0.0% |