EA SERIES TRUST

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STXE·02072L698·US·ETF

STXE (EA SERIES TRUST) is held by 14 institutional investors as of Q2 2026. Largest holders: UBS Group AG ($3.7M), STIFEL FINANCIAL CORP ($3.6M), JONES FINANCIAL COMPANIES LLLP ($2.2M). Net institutional sentiment: Mixed.

14

Holders

(1 Elite)

$15.5M

Total Value

62% (13)

Consensus

8 buying - 5 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)76

Insider (Form 4)62

Activist (13D/13G)51

Congressional (STOCK Act)56

Holder Quality

75

★★★★★

Elite

67

★★★★

Strong

83

★★★

Solid

41

★★

Below

20

★

Weak

Held by 14 funds

1 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for STXE.

Top Holders

Top Holders (14)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
UBS Group AG	Decreased	70,762(-9.2%)	$3.7M	0.0%	+81.61%	0
STIFEL FINANCIAL CORP	Increased	68,069(+0.6%)	$3.6M	0.0%	+81.31%	27
JONES FINANCIAL COMPANIES LLLP	Increased	42,138(+30.0%)	$2.2M	0.0%	+34.13%	33
LPL Financial LLC	Increased	29,600(+17.9%)	$1.6M	0.0%	+56.65%	30
Quantinno Capital Management LP	New	14,252	$748,997	0.0%	-5.63%	34
RAYMOND JAMES FINANCIAL INC	Increased	14,100(+14.0%)	$741,000	0.0%	+55.36%	28
Kestra Advisory Services, LLC	Decreased	12,693(-0.2%)	$669,170	0.0%	+78.68%	0
OSAIC HOLDINGS, INC.	Increased	12,456(+2.3%)	$654,977	0.0%	+75.89%	25
Cetera Investment Advisers	Increased	9,149(+28.0%)	$480,809	0.0%	+48.69%	30
JANE STREET GROUP, LLC	Decreased	8,988(-13.7%)	$472,348	0.0%	+71.73%	0
Creative Planning	Increased	8,880(+0.6%)	$466,672	0.0%	+112.21%	24
Farther Finance Advisors, LLC	Unchanged	3,736	$196,339	0.0%	+45.50%	0
FMR LLC	Decreased	144(-18.2%)	$7,584	0.0%	+84.44%	0
MORGAN STANLEY	Unchanged	1	$98	0.0%	+76.43%	0
GOLDMAN SACHS GROUP INC	Exited	0(-100.0%)	$313,187	0.0%	+95.44%	0

STXEEA SERIES TRUST

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer