Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (BUXX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
67%

Smart Money Signals — BUXX

Based on 68 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BUXX 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
68 hedge funds hold BUXX 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 — +42% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+42% 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 — 67% buying

49 buying24 selling
Last quarter: 49 funds were net buyers (12 opened a brand new position + 37 added to an existing one). Only 24 were sellers (16 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 12 → 14 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 40% entered in last year

■ 18% conviction (2yr+) ■ 43% medium ■ 40% new
Only 12 funds (18%) 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.
💎

Buying through price weakness — shares +51%, value +6%

Value
+5%
Shares
+51%
Last quarter: funds added +51% more shares while total portfolio value only changed +6%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~12 new funds/quarter

16 → 13 → 12 → 14 → 12 new funds/Q
New funds entering each quarter: 13 → 12 → 14 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 57% of holders entered in last year

■ 18% veterans ■ 25% 1-2yr ■ 57% new
Of 68 current holders: 39 (57%) entered in the past year, only 12 (18%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
7 of 68 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 — BUXX

In 2026 Q1, 49 hedge funds were net buyers of BUXX (12 opened a new position, 37 added to an existing one), while 24 reduced or exited (16 trimmed, 8 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 68.

Hedge Fund Ownership: BUXX

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

Market Analysis: BUXX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BUXX

-- --

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

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

Signal Freshness measures how much BUXX 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 · 82d ago
BUXX
+0.0%
SPY
+15.1%

BUXX outperformed SPY by -15.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
BUXX
+0.5%
SPY
+1.3%

Since the filing became public, BUXX outperformed SPY by -0.8% .

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.

3 top-rated funds 5 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: BUXX
68 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 68 64 6.25%
13F Shares 14M 9M 51.47%
Total Value $1.57B $1.48B 5.8%
New Positions 12 14 -2
Increased Positions 37 26 +11
Closed Positions 8 6 +2
Reduced Positions 16 18 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BUXX

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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 --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

68 + investors

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

QUARTER:
Top 25 BUXX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rockport Wealth LLC 13.58% 3,684,565 $74.6M
2 Copia Wealth Management 6.62% 475,568 $9.6M
3 Uptick Partners, LLC 4.24% 1,051,108 $21.3M
4 Grantvest Financial Group LLC 3.11% 237,273 $4.8M
5 McIlrath & Eck, LLC 2.73% 1,821,941 $36.9M
6 OxenFree Capital LLC 2.27% 231,322 $4.7M
7 Ascent Advisors, LLC 1.65% 44,333 $898K
8 Tcfg Wealth Management, LLC 1.60% 211,159 $4.3M
9 TCFG Investment Advisors, LLC 1.60% 211,159 $4.3M
10 WMG Financial Advisors, LLC 1.31% 155,210 $3.1M
11 Haven Private, LLC 1.18% 134,170 $2.7M
12 Fiscal Wisdom Wealth Management, LLC 1.18% 60,528 $1.2M
13 Thryve Wealth Management LLC 0.97% 71,658 $1.5M
14 Ergawealth Advisors, Inc. 0.74% 83,097 $1.7M
15 Authentikos Wealth Advisory, LLC 0.56% 40,739 $825K
16 Hicks Capital Management LLC 0.54% 26,877 $544K
17 Prostatis Group LLC 0.45% 87,209 $1.8M
18 Cannon Advisors, Inc. 0.38% 25,035 $507K
19 Realta Investment Advisors 0.35% 49,155 $995K
20 TCP Asset Management, LLC 0.32% 122,956 $2.5M
21 Advyzon Investment Management, LLC 0.30% 163,874 $3.3M
22 Independent Wealth Network Inc. 0.18% 30,571 $619K
23 Estate Planners Group, LLC 0.14% 16,496 $334K
24 Clg LLC 0.14% 27,755 $562K
25 Integrated Advisors Network LLC 0.09% 89,004 $1.8M
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 (BUXX)

What does the Smart Money Trend signal show for BUXX?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BUXX 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 BUXX?

More buyers than sellers — 67% buying: Last quarter: 49 funds were net buyers (12 opened a brand new position + 37 added to an existing one). Only 24 were sellers (16 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BUXX holders?

Smaller funds dominant — 1% AUM from top-100: 7 of 68 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 BUXX?

Mostly new holders — 40% entered in last year: Only 12 funds (18%) 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 (BUXX) following the 2026 Q1 hedge fund 13F filings?

As of today, BUXX has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (March 31, 2026), BUXX has gained +0.0% 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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