Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EA SERIES TRUST (BOXX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
11Q ▲
Buyers last Q
62%

Smart Money Signals — BOXX

Based on 270 hedge funds · latest filing: 2025 Q4 · 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
270 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 — +38% more funds vs a year ago

fund count last 6Q
+75 new funds entered over the past year (+38% 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 — 62% buying

167 buying104 selling
Last quarter: 167 funds were net buyers (50 opened a brand new position + 117 added to an existing one). Only 104 were sellers (78 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new BOXX position: 34 → 31 → 37 → 50. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 34% entered in last year

■ 10% conviction (2yr+) ■ 56% medium ■ 34% new
Only 27 funds (10%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

45 → 34 → 31 → 37 → 50 new funds/Q
New funds entering each quarter: 34 → 31 → 37 → 50. A growing number of institutions are discovering BOXX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 9% veterans, 49% new entrants

■ 9% veterans ■ 43% 1-2yr ■ 49% new
Of 270 current holders: 23 (9%) held 2+ years, 115 held 1–2 years, 132 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
10 of 270 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

Hedge Fund Ownership: BOXX

How many hedge funds hold BOXX — quarterly history vs. share price
Quarterly hedge fund ownership of BOXX vs. share price

Market Analysis: BOXX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BOXX

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 14 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: BOXX
2026 Q1 Stats Unlock in 17 days 270 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 270 246 9.76%
13F Shares 15M 12M 23.03%
Total Value $1.72B $1.39B 24.3%
New Positions 50 37 +13
Increased Positions 117 113 +4
Closed Positions 26 18 +8
Reduced Positions 78 65 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BOXX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

270 + investors

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

Top 25 institutional holders of BOXX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Client First Investment Management LLC 24.60% 406,866 $47.3M
2 Bravias Capital Group, LLC 16.96% 223,044 $25.9M
3 True Wealth Design, LLC 16.04% 497,031 $57.8M
4 Whitcomb & Hess, Inc. 7.61% 280,582 $32.6M
5 Longview Financial Advisors, Inc. 5.75% 80,928 $9.4M
6 Aspect Partners, LLC 5.57% 117,180 $13.6M
7 ATLas Financial Planning LLC 4.64% 44,492 $5.2M
8 Innova Wealth Partners 4.47% 81,168 $9.4M
9 Seed Wealth Management, Inc. 3.81% 47,605 $5.5M
10 Pinion Investment Advisors, LLC 3.64% 134,014 $15.6M
11 Avondale Wealth Management 3.63% 63,431 $7.4M
12 Opus Capital Group, LLC 3.56% 284,266 $33K
13 Flatrock Wealth Partners LLC 3.33% 63,719 $7.4M
14 LifeGoal Investments, LLC 3.14% 47,189 $5.5M
15 Transcendent Capital Group LLC 3.14% 59,170 $6.9M
16 Pearl Planning LLC 3.11% 50,006 $5.8M
17 Ferguson Shapiro LLC 2.98% 84,113 $9.8M
18 Aerodigm Wealth, LLC 2.90% 66,219 $7.7M
19 Castellan Group 2.84% 177,481 $20.6M
20 Sherman Wealth Management LLC 2.66% 26,592 $3.1M
21 QUARRY HILL ADVISORS, LLC 2.58% 53,920 $6.3M
22 RHS Financial, LLC 2.58% 46,798 $5.4M
23 Peterson Wealth Advisors, LLC 2.57% 165,908 $19.3M
24 BXM Wealth LLC 2.55% 28,490 $3.3M
25 Able Wealth Management LLC 2.41% 77,668 $9.0M
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 — 62% buying: Last quarter: 167 funds were net buyers (50 opened a brand new position + 117 added to an existing one). Only 104 were sellers (78 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 — 2% AUM from top-100: 10 of 270 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BOXX?

Mostly new holders — 34% entered in last year: Only 27 funds (10%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.