Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (STXE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
3Q ▲
Buyers last Q
46%

Smart Money Signals — STXE

Based on 37 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added STXE 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
37 hedge funds hold STXE 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding STXE is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 46% buying

16 buying19 selling
Last quarter: 19 funds reduced or exited vs 16 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 — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 4 → 3 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 35% medium ■ 16% new
18 out of 37 hedge funds have held STXE 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 — ~3 new funds/quarter

4 → 2 → 4 → 3 → 3 new funds/Q
New funds entering each quarter: 2 → 4 → 3 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 51% veterans vs 16% newcomers

■ 51% veterans ■ 32% 1-2yr ■ 16% new
Entry-cohort mix of 37 holders: 19 (51%) are 2+ year veterans, 12 entered 1–2 years ago, and 6 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
8 of 37 holders rank in the top 100 by AUM, but together hold only 8% 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.

Institutional Sentiment Summary — STXE

In 2026 Q1, 16 hedge funds were net buyers of STXE (3 opened a new position, 13 added to an existing one), while 19 reduced or exited (17 trimmed, 2 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 37.

Hedge Fund Ownership: STXE

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

Market Analysis: STXE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STXE

-- --

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

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

Signal Freshness measures how much STXE 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 · 82d ago
STXE
+40.4%
SPY
+15.1%

STXE outperformed SPY by +25.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
STXE
+15.8%
SPY
+1.3%

Since the filing became public, STXE outperformed SPY by +14.5% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: STXE
37 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 37 36 2.78%
13F Shares 2M 2M -0.69%
Total Value $82M $79M 3.61%
New Positions 3 3 -
Increased Positions 13 12 +1
Closed Positions 2 2 -
Reduced Positions 17 17 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STXE

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Financial Highlights

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Institutional Holders (2026 Q1)

37 + investors

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

QUARTER:
Top 25 STXE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OxenFree Capital LLC 3.71% 173,576 $7.6M
2 McIlrath & Eck, LLC 2.39% 824,998 $32.2M
3 Secured Retirement Advisors, LLC 0.75% 33,934 $1.3M
4 Hegarty Advisors, LLC 0.51% 16,603 $649K
5 Paragon Capital Management Inc 0.44% 13,285 $519K
6 Chicago Partners Investment Group LLC 0.33% 333,381 $14.9M
7 Financial Management Network Inc 0.17% 25,404 $1.1M
8 Gts Securities LLC 0.11% 81,444 $3.2M
9 Gwn Securities INC. 0.09% 12,304 $481K
10 Old Mission Capital LLC 0.06% 101,972 $4.0M
11 WealthPlan Investment Management, LLC 0.06% 28,368 $1.1M
12 Stratos Wealth Advisors, LLC 0.05% 22,064 $862K
13 PDS Planning, Inc 0.02% 9,632 $376K
14 Parallel Advisors, LLC 0.02% 33,856 $1.3M
15 Mcguire Capital Advisors Inc 0.02% 750 $29K
16 Belpointe Asset Management LLC 0.02% 11,461 $448K
17 Concurrent Investment Advisors, LLC 0.01% 27,930 $1.1M
18 Washington Trust Advisors, Inc. 0.01% 2,254 $88K
19 JNBA Financial Advisors 0.00% 1,043 $41K
20 Stifel Financial Corp 0.00% 67,648 $2.6M
21 Kestra Advisory Services, LLC 0.00% 12,722 $497K
22 Farther Finance Advisors, LLC 0.00% 3,736 $149K
23 Osaic Holdings, INC. 0.00% 12,171 $476K
24 Jones Financial Companies Lllp 0.00% 32,418 $1.2M
25 UBS Group AG 0.00% 77,910 $3.0M
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 (STXE)

What does the Smart Money Trend signal show for STXE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added STXE 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 STXE?

More sellers than buyers — 46% buying: Last quarter: 19 funds reduced or exited vs 16 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 STXE holders?

Smaller funds dominant — 8% AUM from top-100: 8 of 37 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held STXE?

49% of holders stayed for 2+ years: 18 out of 37 hedge funds have held STXE 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 (STXE) following the 2026 Q1 hedge fund 13F filings?

As of today, STXE has moved +15.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +14.5%. Since the quarter end (March 31, 2026), STXE has gained +40.4% vs +15.1% for SPY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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.

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