Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (BOXX)

325 + 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
↑ +43
Streak
11Q ▲
Buyers last Q
65%

Smart Money Signals — BOXX

Based on 329 hedge funds · latest filing: 2026 Q1 · 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
329 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 — +49% more funds vs a year ago

fund count last 6Q
+108 new funds entered over the past year (+49% 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

204 buying109 selling
Last quarter: 204 funds were net buyers (65 opened a brand new position + 139 added to an existing one). Only 109 were sellers (87 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new BOXX position: 32 → 40 → 53 → 65. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 36% entered in last year

■ 24% conviction (2yr+) ■ 40% medium ■ 36% new
Only 78 funds (24%) 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.
🚀

Acceleration phase — new buyers rushing in

35 → 32 → 40 → 53 → 65 new funds/Q
New funds entering each quarter: 32 → 40 → 53 → 65. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 10% veterans, 47% new entrants

■ 10% veterans ■ 43% 1-2yr ■ 47% new
Of 329 current holders: 34 (10%) held 2+ years, 140 held 1–2 years, 155 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
10 of 329 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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.

Institutional Sentiment Summary — BOXX

In 2026 Q1, 204 hedge funds were net buyers of BOXX (65 opened a new position, 139 added to an existing one), while 109 reduced or exited (87 trimmed, 22 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +43 funds (more new holders than closures). Total institutional holders: 329.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much BOXX has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
BOXX
+0.7%
SPY
+15.1%

BOXX outperformed SPY by -14.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
BOXX
+0.3%
SPY
+1.3%

Since the filing became public, BOXX outperformed SPY by -1.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 27 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: BOXX
325 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 325 286 13.64%
13F Shares 17M 16M 9.12%
Total Value $1.91B $1.80B 6.2%
New Positions 63 53 +10
Increased Positions 137 124 +13
Closed Positions 24 26 -2
Reduced Positions 87 83 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BOXX

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

325 + 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:
Top 25 BOXX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Client First Investment Management LLC 24.60% 406,866 $47.3M
2 Pennington Partners & CO., LLC 17.07% 428,686 $49.9M
3 Bravias Capital Group, LLC 16.96% 223,044 $25.9M
4 True Wealth Design, LLC 16.04% 497,031 $57.8M
5 Kalehua Capital Management LLC 11.61% 118,422 $13.8M
6 Commerce Advisors, LLC 9.62% 98,405 $11.4M
7 Optimus Capital Advisors, LLC 9.24% 137,141 $15.8M
8 Whitcomb & Hess, Inc. 7.61% 280,582 $32.6M
9 Insight Advisors, LLC/ PA 7.47% 337,673 $39.3M
10 Altium Investment Strategies LLC 6.30% 18,432 $2.1M
11 Fischer Investment Strategies, LLC 6.04% 88,960 $10.3M
12 Longview Financial Advisors, Inc. 5.75% 80,928 $9.4M
13 Aspect Partners, LLC 5.57% 117,180 $13.6M
14 Epacria Capital Partners, LLC 5.32% 59,046 $6.9M
15 ATLas Financial Planning LLC 4.64% 44,492 $5.2M
16 Innova Wealth Partners 4.47% 81,168 $9.4M
17 Summit Wealth & Retirement Planning, INC. 4.06% 146,489 $17.0M
18 Seed Wealth Management, Inc. 3.81% 47,605 $5.5M
19 Pinion Investment Advisors, LLC 3.64% 134,014 $15.6M
20 Avondale Wealth Management 3.63% 63,431 $7.4M
21 Astra Wealth Partners LLC 3.57% 51,459 $6.0M
22 Ethos Financial Group, LLC 3.44% 404,551 $47.0M
23 Flatrock Wealth Partners LLC 3.33% 63,719 $7.4M
24 TopTier Wealth Management, LLC 3.24% 45,377 $5.3M
25 Cynosure Group, LLC 3.23% 222,141 $25.8M
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: 204 funds were net buyers (65 opened a brand new position + 139 added to an existing one). Only 109 were sellers (87 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BOXX holders?

Smaller funds dominant — 1% AUM from top-100: 10 of 329 holders rank in the top 100 by AUM, but together hold only 1% 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 — 36% entered in last year: Only 78 funds (24%) 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.

Is it too late to buy Ea Series Trust (BOXX) following the 2026 Q1 hedge fund 13F filings?

As of today, BOXX has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -1.0%. Since the quarter end (March 31, 2026), BOXX has gained +0.7% vs +15.1% 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.

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.

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