Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (STXD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — STXD

Based on 28 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 STXD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
28 funds currently hold this stock — 90% of the 3.0-year high of 31 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold STXD compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

11 buying13 selling
Last quarter: 13 funds reduced or exited vs 11 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 2 → 6 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 21% medium ■ 21% new
16 out of 28 hedge funds have held STXD 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 — ~5 new funds/quarter

6 → 3 → 2 → 6 → 5 new funds/Q
New funds entering each quarter: 3 → 2 → 6 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 21% newcomers

■ 57% veterans ■ 21% 1-2yr ■ 21% new
Entry-cohort mix of 28 holders: 16 (57%) are 2+ year veterans, 6 entered 1–2 years ago, and 6 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
4 of 28 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — STXD

In 2026 Q2, 11 hedge funds were net buyers of STXD (5 opened a new position, 6 added to an existing one), while 13 reduced or exited (7 trimmed, 6 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 28.

Hedge Fund Ownership: STXD

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

Market Analysis: STXD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STXD

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: STXD
28 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 28 29 -3.45%
13F Shares 878K 838K 4.68%
Total Value $34M $30M 15.06%
New Positions 5 6 -1
Increased Positions 6 8 -2
Closed Positions 6 2 +4
Reduced Positions 7 5 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STXD

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Institutional Holders (2026 Q2)

28 + investors

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

QUARTER:
Top 25 STXD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OxenFree Capital LLC 5.13% 284,199 $11.2M
2 Uptick Partners, LLC 0.18% 29,576 $1.2M
3 Foundations Investment Advisors, LLC 0.12% 294,832 $11.7M
4 Gwn Securities INC. 0.09% 13,646 $543K
5 StoneX Group Inc. 0.08% 49,791 $2.0M
6 PDS Planning, Inc 0.03% 11,852 $472K
7 Gts Securities LLC 0.03% 30,668 $1.2M
8 Advyzon Investment Management, LLC 0.02% 7,798 $310K
9 Venture Visionary Partners LLC 0.01% 12,489 $497K
10 Harbour Investments, INC. 0.01% 11,025 $439K
11 World Investment Advisors 0.00% 7,000 $248K
12 Parallel Advisors, LLC 0.00% 4,000 $159K
13 Colonial Trust Advisors 0.00% 740 $29K
14 Kestra Advisory Services, LLC 0.00% 15,367 $611K
15 JNBA Financial Advisors 0.00% 588 $23K
16 Captrust Financial Advisors 0.00% 8,446 $336K
17 Compass Financial Management LLC 0.00% 87 $3K
18 Aptus Capital Advisors, LLC 0.00% 1,355 $54K
19 Osaic Holdings, INC. 0.00% 6,989 $278K
20 Citadel Advisors LLC 0.00% 59,362 $2.4M
21 Geneos Wealth Management Inc. 0.00% 300 $12K
22 Cetera Investment Advisers 0.00% 5,540 $220K
23 Jones Financial Companies Lllp 0.00% 2,897 $114K
24 Wells Fargo & Company/Mn 0.00% 1,947 $77K
25 Morgan Stanley 0.00% 1 —
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 (STXD)

What does the Smart Money Trend signal show for STXD?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their STXD 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 STXD?

More sellers than buyers — 46% buying: Last quarter: 13 funds reduced or exited vs 11 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for STXD holders?

Smaller funds dominant — 7% AUM from top-100: 4 of 28 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held STXD?

57% of holders stayed for 2+ years: 16 out of 28 hedge funds have held STXD 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.

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