Ea Series Trust (BOXX) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Ea Series Trust (BOXX) following the 2026 Q2 hedge fund 13F filings?

As of today, BOXX has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), BOXX gained +0.6% vs +3.4% 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)

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

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

11 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.

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

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

+10

Increased Positions

137

124

+13

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

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:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 BOXX holders by conviction (% of portfolio weight) — 2026 Q1 · 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	Spahn Wealth & Retirement LLC	10.77%	142,919	$16.7M
4	Optimus Capital Advisors, LLC	9.52%	151,391	$17.7M
5	Commerce Advisors, LLC	9.45%	148,554	$17.4M
6	Avondale Wealth Management	9.31%	195,037	$22.8M
7	Client First Investment Management LLC	7.61%	154,198	$18.1M
8	Whitcomb & Hess, Inc.	6.91%	273,047	$32.0M
9	Insight Advisors, LLC/ PA	6.70%	324,822	$38.0M
10	Longview Financial Advisors, Inc.	6.49%	94,746	$11.1M
11	Pinion Investment Advisors, LLC	5.52%	248,506	$29.1M
12	Fischer Investment Strategies, LLC	5.45%	97,552	$11.4M
13	Altium Investment Strategies LLC	5.02%	29,670	$3.5M
14	ATLas Financial Planning LLC	4.74%	49,922	$5.8M
15	OceanIQ Capital, LLC	4.65%	65,276	$7.7M
16	Seed Wealth Management, Inc.	4.43%	59,735	$7.0M
17	Investment Planning Advisors, Inc.	4.36%	160,622	$18.8M
18	Innova Wealth Partners	4.35%	90,876	$10.6M
19	Summit Wealth & Retirement Planning, INC.	3.81%	153,499	$18.0M
20	Stapp Wealth Management, Pllc	3.66%	23,903	$2.8M
21	Aspect Partners, LLC	3.47%	79,443	$9.3M
22	TopTier Wealth Management, LLC	3.34%	47,192	$5.5M
23	Astra Wealth Partners LLC	3.31%	53,128	$6.2M
24	Norris Financial Group, LLC	3.20%	68,589	$8.0M
25	Aerodigm Wealth, LLC	3.01%	75,996	$8.9M

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: 11 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 Q2 hedge fund 13F filings?

As of today, BOXX has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), BOXX has gained +0.6% vs +3.4% 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 — +49% more funds vs a year ago

More buyers than sellers — 65% buying

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

Mostly new holders — 36% entered in last year

Acceleration phase — new buyers rushing in

Mixed cohorts — 10% veterans, 47% new entrants

Smaller funds dominant — 1% 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)

Frequently Asked Questions — Ea Series Trust (BOXX)

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