Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (STRV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
4Q ▲
Buyers last Q
60%

Smart Money Signals — STRV

Based on 138 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added STRV 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
138 hedge funds hold STRV 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 — +23% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+23% 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 — 60% buying

75 buying51 selling
Last quarter: 75 funds were net buyers (17 opened a brand new position + 58 added to an existing one). Only 51 were sellers (37 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 18 → 16 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 35% medium ■ 21% new
61 out of 138 hedge funds have held STRV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~17 new funds/quarter

8 → 13 → 18 → 16 → 17 new funds/Q
New funds entering each quarter: 13 → 18 → 16 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 46% veterans vs 22% newcomers

■ 46% veterans ■ 32% 1-2yr ■ 22% new
Entry-cohort mix of 139 holders: 64 (46%) are 2+ year veterans, 44 entered 1–2 years ago, and 31 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
16 of 136 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — STRV

In 2026 Q1, 75 hedge funds were net buyers of STRV (17 opened a new position, 58 added to an existing one), while 51 reduced or exited (37 trimmed, 14 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 138.

Hedge Fund Ownership: STRV

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

Market Analysis: STRV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STRV

-- --

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

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

Signal Freshness measures how much STRV 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 · 77d ago
STRV
+16.2%
SPY
+15.9%

STRV outperformed SPY by +0.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
STRV
+2.4%
SPY
+2.0%

Since the filing became public, STRV outperformed SPY by +0.4% .

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.

2 top-rated funds 8 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: STRV
137 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 137 135 1.48%
13F Shares 9M 8M 3.13%
Total Value $26.93B $26.94B -0.06%
New Positions 16 16 -
Increased Positions 58 58 -
Closed Positions 14 9 +5
Reduced Positions 36 36 -
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STRV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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)

137 + investors

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

QUARTER:
Top 25 STRV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OxenFree Capital LLC 20.42% 932,285 $42.1M
2 Immaculate Wealth Management LLC 5.75% 17,347 $728K
3 Hegarty Advisors, LLC 5.02% 151,734 $6.4M
4 Secured Retirement Advisors, LLC 4.42% 186,029 $7.8M
5 Uptick Partners, LLC 4.06% 485,633 $20.4M
6 Fairman Group, LLC 3.87% 107,744 $4.5M
7 Sage Capital Management, LLC 2.81% 142,425 $6.0M
8 Weaver Capital Management LLC 2.53% 277,643 $11.7M
9 United Advisor Group, LLC 1.96% 379,492 $15.9M
10 S.A. Mason LLC 1.17% 74,144 $3.1M
11 Paragon Capital Management Inc 1.00% 28,011 $1.2M
12 Ethos Financial Group, LLC 0.69% 230,875 $9.4M
13 Thryve Wealth Management LLC 0.67% 23,823 $1000K
14 Equity Wealth Partners, LLC 0.62% 22,898 $961K
15 Stenger Family Office, LLC 0.59% 79,721 $3.3M
16 Second Half Financial Partners, LLC 0.56% 29,860 $1.3M
17 Grantvest Financial Group LLC 0.56% 20,589 $864K
18 Financial Management Network Inc 0.47% 70,363 $3.1M
19 Future Financial Wealth Managment LLC 0.40% 13,899 $628K
20 Essex Financial Services, Inc. 0.35% 148,534 $6.2M
21 Curran Financial Partners, LLC 0.30% 39,681 $1.7M
22 Indiana Trust & Investment Management Co 0.30% 23,000 $965K
23 Balance Wealth, LLC 0.26% 20,156 $846K
24 Redwood Family Wealth LLC 0.25% 6,105 $256K
25 Goepper Burkhardt LLC 0.25% 17,549 $737K
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 (STRV)

What does the Smart Money Trend signal show for STRV?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added STRV 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 STRV?

More buyers than sellers — 60% buying: Last quarter: 75 funds were net buyers (17 opened a brand new position + 58 added to an existing one). Only 51 were sellers (37 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for STRV holders?

Smaller funds dominant — 0% AUM from top-100: 16 of 136 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held STRV?

44% of holders stayed for 2+ years: 61 out of 138 hedge funds have held STRV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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

As of today, STRV has moved +2.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (March 31, 2026), STRV has gained +16.2% vs +15.9% 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.

Full history →