Ea Series Trust (BOXX) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ea Series Trust (BOXX) following the 2026 Q3 hedge fund 13F filings?

As of today, BOXX has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), BOXX gained +0.5% vs +16.6% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ea Series Trust (BOXX)

367 + Investors. Track Smart Money conviction in BOXX. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — BOXX

Based on 373 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added BOXX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

373 hedge funds hold BOXX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +57% more funds vs a year ago

fund count last 6Q

+135 new funds entered over the past year (+57% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 65% buying

229 buying123 selling

Last quarter: 229 funds were net buyers (70 opened a brand new position + 159 added to an existing one). Only 123 were sellers (97 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~70 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 40 → 53 → 65 → 70. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 29% long-term, 36% new

■ 29% conviction (2yr+) ■ 35% medium ■ 36% new

Of the 373 current holders: 107 (29%) held >2 years, 130 held 1–2 years, and 136 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

📈

Growing discovery — still being found

33 → 40 → 53 → 65 → 70 new funds/Q

New funds entering each quarter: 40 → 53 → 65 → 70. A growing number of institutions are discovering BOXX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 24% veterans, 47% new entrants

■ 24% veterans ■ 30% 1-2yr ■ 47% new

Of 374 current holders: 89 (24%) held 2+ years, 111 held 1–2 years, 174 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds

18 of 373 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.6

out of 10

Moderate Exit Risk

Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	367	329	11.55%
13F Shares	20M	18M	11.66%
Total Value	$2.09B	$1.95B	7.23%
New Positions	67	65	+2
Increased Positions	157	139	+18
Closed Positions	29	22	+7
Reduced Positions	97	87	+10
Total Calls	0	0	-
Total Puts	1	0	100%
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

367

329

11.55%

13F Shares

20M

18M

11.66%

Total Value

$2.09B

$1.95B

7.23%

New Positions

Increased Positions

157

139

+18

Closed Positions

Reduced Positions

+10

Total Calls

Total Puts

100%

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

367 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BOXX. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BOXX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Bravias Capital Group, LLC	16.01%	230,369	$27.0M
2	True Wealth Design, LLC	13.54%	486,131	$56.9M
3	Pennington Partners & CO., LLC	13.38%	356,588	$41.8M
4	Spahn Wealth & Retirement LLC	10.77%	142,919	$16.7M
5	Optimus Capital Advisors, LLC	9.52%	151,391	$17.7M
6	Commerce Advisors, LLC	9.45%	148,554	$17.4M
7	Avondale Wealth Management	9.31%	195,037	$22.8M
8	Client First Investment Management LLC	7.61%	154,198	$18.1M
9	Whitcomb & Hess, Inc.	6.91%	273,047	$32.0M
10	Insight Advisors, LLC/ PA	6.70%	324,822	$38.0M
11	Longview Financial Advisors, Inc.	6.49%	94,746	$11.1M
12	Epacria Capital Partners, LLC	5.77%	63,886	$7.5M
13	Pinion Investment Advisors, LLC	5.52%	248,506	$29.1M
14	Fischer Investment Strategies, LLC	5.45%	97,552	$11.4M
15	Altium Investment Strategies LLC	5.02%	29,670	$3.5M
16	ATLas Financial Planning LLC	4.74%	49,922	$5.8M
17	OceanIQ Capital, LLC	4.65%	65,276	$7.7M
18	Seed Wealth Management, Inc.	4.43%	59,735	$7.0M
19	Investment Planning Advisors, Inc.	4.36%	160,622	$18.8M
20	Innova Wealth Partners	4.35%	90,876	$10.6M
21	Summit Wealth & Retirement Planning, INC.	3.81%	153,499	$18.0M
22	Stapp Wealth Management, Pllc	3.66%	23,903	$2.8M
23	Aspect Partners, LLC	3.47%	79,443	$9.3M
24	TopTier Wealth Management, LLC	3.34%	47,192	$5.5M
25	Astra Wealth Partners LLC	3.31%	53,128	$6.2M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Ea Series Trust (BOXX)

What does the Smart Money Trend signal show for BOXX?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added BOXX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BOXX?

More buyers than sellers — 65% buying: Last quarter: 229 funds were net buyers (70 opened a brand new position + 159 added to an existing one). Only 123 were sellers (97 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BOXX holders?

Smaller funds dominant — 4% AUM from top-100: 18 of 373 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BOXX?

Mixed — 29% long-term, 36% new: Of the 373 current holders: 107 (29%) held >2 years, 130 held 1–2 years, and 136 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Ea Series Trust (BOXX) following the 2026 Q3 hedge fund 13F filings?

As of today, BOXX has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), BOXX has gained +0.5% vs +16.6% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Ea Series Trust (BOXX)

Smart Money Signals — BOXX

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +57% more funds vs a year ago

More buyers than sellers — 65% buying

Steady new buyers — ~70 new funds per quarter

Mixed — 29% long-term, 36% new

Growing discovery — still being found

Mixed cohorts — 24% veterans, 47% new entrants

Smaller funds dominant — 4% AUM from top-100

Institutional Sentiment Summary — BOXX

Hedge Fund Ownership: BOXX

Market Analysis: BOXX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BOXX

Is It Too Late to Buy Ea Series Trust (BOXX) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: BOXX

Statistics: BOXX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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Frequently Asked Questions — Ea Series Trust (BOXX)

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