Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EA SERIES TRUST (BUXX)

59 + 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
↑ +7
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — BUXX

Based on 59 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
59 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 — +79% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+79% 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 — 63% buying

37 buying22 selling
Last quarter: 37 funds were net buyers (13 opened a brand new position + 24 added to an existing one). Only 22 were sellers (16 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 13 → 11 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 49% entered in last year

■ 19% conviction (2yr+) ■ 32% medium ■ 49% new
Only 11 funds (19%) 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.
➡️

Steady discovery — ~13 new funds/quarter

11 → 15 → 13 → 11 → 13 new funds/Q
New funds entering each quarter: 15 → 13 → 11 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 63% of holders entered in last year

■ 7% veterans ■ 31% 1-2yr ■ 63% new
Of 59 current holders: 37 (63%) entered in the past year, only 4 (7%) 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 59 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.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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: 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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 3 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: BUXX
2026 Q1 Stats Unlock in 14 days 59 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 59 52 13.46%
13F Shares 8M 7M 12.2%
Total Value $1.47B $1.45B 1.22%
New Positions 13 11 +2
Increased Positions 24 18 +6
Closed Positions 6 13 -7
Reduced Positions 16 19 -3
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) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

59 + investors

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

Top 25 institutional holders of BUXX — 2025 Q4 · 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 OxenFree Capital LLC 2.27% 231,322 $4.7M
5 Ascent Advisors, LLC 1.65% 44,333 $898K
6 TCFG WEALTH MANAGEMENT, LLC 1.60% 211,159 $4.3M
7 TCFG Investment Advisors, LLC 1.60% 211,159 $4.3M
8 WMG Financial Advisors, LLC 1.31% 155,210 $3.1M
9 Haven Private, LLC 1.18% 134,170 $2.7M
10 Fiscal Wisdom Wealth Management, LLC 1.18% 60,528 $1.2M
11 Ergawealth Advisors, Inc. 0.74% 83,097 $1.7M
12 HICKS CAPITAL MANAGEMENT LLC 0.54% 26,877 $544K
13 Cannon Advisors, Inc. 0.38% 25,035 $507K
14 Realta Investment Advisors 0.35% 49,155 $995K
15 TCP Asset Management, LLC 0.32% 122,956 $2.5M
16 Independent Wealth Network Inc. 0.18% 30,571 $619K
17 Estate Planners Group, LLC 0.14% 16,496 $334K
18 Integrated Advisors Network LLC 0.09% 89,004 $1.8M
19 Essex Financial Services, Inc. 0.09% 76,692 $1.6M
20 Farther Finance Advisors, LLC 0.08% 443,453 $9.0M
21 HIGHLINE WEALTH PARTNERS LLC 0.08% 15,700 $318K
22 Brookwood Investment Group LLC 0.08% 31,398 $636K
23 B. Riley Wealth Advisors, Inc. 0.08% 60,696 $1.2M
24 Ethos Financial Group, LLC 0.07% 45,710 $925K
25 Balboa Wealth Partners 0.05% 15,905 $322K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 63% buying: Last quarter: 37 funds were net buyers (13 opened a brand new position + 24 added to an existing one). Only 22 were sellers (16 trimmed + 6 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 59 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 — 49% entered in last year: Only 11 funds (19%) 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.