Who Owns EA SER TR (STXF)? -- Institutional Holders (2026-06-30)

148 institutions reported holding $440.2M of EA SER TR (STXF) in SEC 13F filings for 2026-06-30. Largest institutional holders: OxenFree Capital LLC ($45.5M), RAYMOND JAMES FINANCIAL INC ($31.0M), UPTICK PARTNERS, LLC ($28.3M), TRUIST FINANCIAL CORP ($23.7M), United Advisor Group, LLC ($18.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1OxenFree Capital LLC$45.5M941,766Added
2RAYMOND JAMES FINANCIAL INC$31.0M641,933Added
3UPTICK PARTNERS, LLC$28.3M585,228Added
4TRUIST FINANCIAL CORP$23.7M490,861Added
5United Advisor Group, LLC$18.9M391,287Added
6STIFEL FINANCIAL CORP$18.4M380,950Trimmed
7Kestra Advisory Services, LLC$14.8M306,494Added
8JONES FINANCIAL COMPANIES LLLP$13.8M292,430Added
9LPL Financial LLC$13.5M278,725Added
10Weaver Capital Management LLC$11.7M277,643Hold
11Ethos Financial Group, LLC$11.3M233,512Added
12COMMONWEALTH EQUITY SERVICES, LLC$10.2M210,916Added
13NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$9.0M186,785Trimmed
14Ascent Advisors, LLC$8.7M179,376New
15SECURED RETIREMENT ADVISORS, LLC$8.6M179,003Trimmed
16Foundations Investment Advisors, LLC$8.6M178,599Added
17Sage Capital Management, LLC$7.5M155,447Added
18Hegarty Advisors, LLC$7.3M151,992Added
19Royal Bank of Canada$7.2M148,444Trimmed
20Essex Financial Services, Inc.$7.2M148,241Trimmed
21ENVESTNET ASSET MANAGEMENT INC$6.7M138,770Added
22Cetera Investment Advisers$6.5M134,598Trimmed
23BANK OF AMERICA CORP /DE/$5.7M117,920Added
24UBS Group AG$5.3M109,811Trimmed
25Fairman Group, LLC$5.2M108,020Added

Source: SEC Form 13F filings · as of 2026-06-30