Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EA SERIES TRUST (STRV)

130 + 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
↑ +8
Streak
3Q ▲
Buyers last Q
62%

Smart Money Signals — STRV

Based on 130 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
130 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.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

70 buying43 selling
Last quarter: 70 funds were net buyers (15 opened a brand new position + 55 added to an existing one). Only 43 were sellers (36 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 13 → 14 → 15. 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+) ■ 36% medium ■ 20% new
57 out of 130 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.
📈

Growing discovery — still being found

32 → 8 → 13 → 14 → 15 new funds/Q
New funds entering each quarter: 8 → 13 → 14 → 15. A growing number of institutions are discovering STRV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 32% veterans, 31% new entrants

■ 32% veterans ■ 37% 1-2yr ■ 31% new
Of 130 current holders: 42 (32%) held 2+ years, 48 held 1–2 years, 40 (31%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
14 of 130 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 7 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: STRV
2026 Q1 Stats Unlock in 21 days 130 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 130 122 6.56%
13F Shares 8M 8M 5.75%
Total Value $26.93B $26.91B 0.1%
New Positions 15 14 +1
Increased Positions 55 48 +7
Closed Positions 7 5 +2
Reduced Positions 36 36 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STRV

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

130 + investors

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

Top 25 institutional holders of STRV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OxenFree Capital LLC 20.42% 932,285 $42.1M
2 SECURED RETIREMENT ADVISORS, LLC 4.42% 186,029 $7.8M
3 Fairman Group, LLC 3.87% 107,744 $4.5M
4 Sage Capital Management, LLC 2.81% 142,425 $6.0M
5 Weaver Capital Management LLC 2.53% 277,643 $11.7M
6 United Advisor Group, LLC 1.96% 379,492 $15.9M
7 S.A. Mason LLC 1.17% 74,144 $3.1M
8 PARAGON CAPITAL MANAGEMENT INC 1.00% 28,011 $1.2M
9 FINANCIAL MANAGEMENT NETWORK INC 0.47% 70,363 $3.1M
10 Future Financial Wealth Managment LLC 0.40% 13,899 $628K
11 Essex Financial Services, Inc. 0.35% 148,534 $6.2M
12 Curran Financial Partners, LLC 0.30% 39,681 $1.7M
13 Indiana Trust & Investment Management Co 0.30% 23,000 $965K
14 Balance Wealth, LLC 0.26% 20,156 $846K
15 TRAPHAGEN INVESTMENT ADVISORS LLC 0.19% 54,596 $2.3M
16 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 0.13% 19,160 $804K
17 CLIENT 1ST ADVISORY GROUP, LLC 0.12% 9,622 $404K
18 Gibson Capital, LLC 0.09% 10,900 $457K
19 Everhart Financial Group, Inc. 0.07% 20,837 $875K
20 PDS Planning, Inc 0.05% 19,525 $819K
21 TCP Asset Management, LLC 0.05% 8,872 $372K
22 Belpointe Asset Management LLC 0.05% 30,339 $1.3M
23 Cypress Wealth Services, LLC 0.04% 6,511 $273K
24 PFG Investments, LLC 0.03% 15,415 $647K
25 TRUIST FINANCIAL CORP 0.03% 447,930 $18.8M
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 (STRV)

What does the Smart Money Trend signal show for STRV?

Buying streak — 3 quarters in a row: For 3 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 — 62% buying: Last quarter: 70 funds were net buyers (15 opened a brand new position + 55 added to an existing one). Only 43 were sellers (36 trimmed + 7 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: 14 of 130 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: 57 out of 130 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.

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.