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

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

As of today, BUXX has moved +0.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +1.9%. Since the quarter end (June 30, 2026), BUXX gained -0.2% vs +3.1% 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.

Ea Series Trust (BUXX)

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

Smart Money Signals — BUXX

Based on 67 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their BUXX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (99% of max)

99% of all-time peak

67 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.

📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q

+10 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 53% buying

41 buying37 selling

Last quarter: 41 funds bought or added vs 37 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter

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

🔄

Mostly new holders — 36% entered in last year

■ 15% conviction (2yr+) ■ 49% medium ■ 36% new

Only 10 funds (15%) 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 -12%, value -85%

Value

-84%

-12%

Last quarter: funds added -12% more shares while total portfolio value only changed -85%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~13 new funds/quarter

13 → 12 → 14 → 12 → 13 new funds/Q

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

📊

Mixed cohorts — 13% veterans, 54% new entrants

■ 13% veterans ■ 33% 1-2yr ■ 54% new

Of 67 current holders: 9 (13%) held 2+ years, 22 held 1–2 years, 36 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds

5 of 67 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — 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	67	68	-1.47%
13F Shares	12M	14M	-12.42%
Total Value	$239M	$1.57B	-84.8%
New Positions	13	12	+1
Increased Positions	28	37	-9
Closed Positions	14	8	+6
Reduced Positions	23	16	+7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

-1.47%

13F Shares

12M

14M

-12.42%

Total Value

$239M

$1.57B

-84.8%

New Positions

Increased Positions

-9

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

67 + 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:

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

Top 25 BUXX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Rockport Wealth LLC	12.75%	3,750,225	$75.9M
2	Copia Wealth Management	6.29%	517,622	$10.5M
3	OxenFree Capital LLC	3.72%	401,157	$8.1M
4	Uptick Partners, LLC	3.63%	1,152,858	$23.3M
5	Grantvest Financial Group LLC	2.79%	237,766	$4.8M
6	WMG Financial Advisors, LLC	2.31%	302,685	$6.1M
7	Haven Private, LLC	1.56%	202,803	$4.1M
8	Ascent Advisors, LLC	1.16%	49,814	$1.0M
9	Fiscal Wisdom Wealth Management, LLC	0.93%	54,091	$1.1M
10	Thryve Wealth Management LLC	0.89%	78,341	$1.6M
11	Hobbs Group Advisors, LLC	0.79%	149,229	$3.0M
12	Ergawealth Advisors, Inc.	0.60%	76,761	$1.6M
13	Primoris Wealth Advisors, LLC	0.58%	63,301	$1.3M
14	Authentikos Wealth Advisory, LLC	0.47%	36,550	$740K
15	Hicks Capital Management LLC	0.42%	25,317	$512K
16	Prostatis Group LLC	0.39%	83,695	$1.7M
17	Realta Investment Advisors	0.34%	53,951	$1.1M
18	TCFG Investment Advisors, LLC	0.29%	42,734	$865K
19	TCP Asset Management, LLC	0.25%	109,249	$2.2M
20	Advyzon Investment Management, LLC	0.18%	123,440	$2.5M
21	Cannon Advisors, Inc.	0.17%	13,843	$280K
22	Estate Planners Group, LLC	0.15%	16,772	$339K
23	Nwam LLC	0.14%	141,275	$2.9M
24	Corus Family Wealth Advisors	0.14%	9,989	$202K
25	Independent Wealth Network Inc.	0.12%	23,501	$476K

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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BUXX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BUXX?

Slight buying edge — 53% buying: Last quarter: 41 funds bought or added vs 37 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BUXX holders?

Smaller funds dominant — 16% AUM from top-100: 5 of 67 holders rank in the top 100 by AUM, but together hold only 16% 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 — 36% entered in last year: Only 10 funds (15%) 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 Q2 hedge fund 13F filings?

As of today, BUXX has moved +0.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +1.9%. Since the quarter end (June 30, 2026), BUXX has gained -0.2% vs +3.1% 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.

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Ea Series Trust (BUXX)

Smart Money Signals — BUXX

Selling streak — 1 quarter in a row

At the ownership peak (99% of max)

Steady growth — +18% more funds vs a year ago

Slight buying edge — 53% buying

Steady new buyers — ~13 new funds per quarter

Mostly new holders — 36% entered in last year

Buying through price weakness — shares -12%, value -85%

Steady discovery — ~13 new funds/quarter

Mixed cohorts — 13% veterans, 54% new entrants

Smaller funds dominant — 16% AUM from top-100

Institutional Sentiment Summary — BUXX

Hedge Fund Ownership: BUXX

Market Analysis: BUXX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BUXX

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

Hedge Fund Positioning: BUXX

Statistics: BUXX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ea Series Trust (BUXX)

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