Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (STXG)

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

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

Smart Money Signals — STXG

Based on 43 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their STXG 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 — 93% of 3.0Y peak

93% of all-time peak
43 funds currently hold this stock — 93% of the 3.0-year high of 46 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding STXG is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 46% buying

19 buying22 selling
Last quarter: 22 funds reduced or exited vs 19 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 — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 5 → 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 35% long-term, 21% new

■ 35% conviction (2yr+) ■ 44% medium ■ 21% new
Of the 43 current holders: 15 (35%) held >2 years, 19 held 1–2 years, and 9 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~4 new funds/quarter

11 → 7 → 5 → 7 → 4 new funds/Q
New funds entering each quarter: 7 → 5 → 7 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 28% veterans, 35% new entrants

■ 28% veterans ■ 37% 1-2yr ■ 35% new
Of 43 current holders: 12 (28%) held 2+ years, 16 held 1–2 years, 15 (35%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
7 of 43 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — STXG

In 2026 Q1, 19 hedge funds were net buyers of STXG (4 opened a new position, 15 added to an existing one), while 22 reduced or exited (15 trimmed, 7 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 43.

Hedge Fund Ownership: STXG

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

Market Analysis: STXG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STXG

-- --

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

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

Signal Freshness measures how much STXG 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 · 83d ago
STXG
+18.2%
SPY
+15.1%

STXG outperformed SPY by +3.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
STXG
+1.4%
SPY
+1.3%

Since the filing became public, STXG outperformed SPY by +0.1% .

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.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: STXG
43 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 43 46 -6.52%
13F Shares 2M 2M -6.88%
Total Value $74M $85M -12.35%
New Positions 4 7 -3
Increased Positions 15 15 -
Closed Positions 7 4 +3
Reduced Positions 15 14 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STXG

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)

43 + investors

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

QUARTER:
Top 25 STXG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OxenFree Capital LLC 12.63% 506,640 $26.0M
2 Uptick Partners, LLC 3.12% 333,587 $15.6M
3 Demars Financial Group, LLC 1.06% 68,670 $3.2M
4 Worthington Financial Partners, LLC 0.70% 17,358 $814K
5 Advyzon Investment Management, LLC 0.41% 98,427 $4.6M
6 WealthPlan Investment Management, LLC 0.37% 140,954 $6.6M
7 Gwn Securities INC. 0.14% 15,206 $713K
8 Whitener Capital Management, INC. 0.12% 11,426 $536K
9 StoneX Group Inc. 0.11% 43,314 $2.0M
10 Key Client Fiduciary Advisors, LLC 0.10% 6,500 $305K
11 Everhart Financial Group, Inc. 0.10% 25,194 $1.2M
12 Gts Securities LLC 0.07% 39,845 $1.9M
13 Essex Financial Services, Inc. 0.03% 12,322 $578K
14 Hilltop Holdings Inc. 0.02% 5,500 $258K
15 Trilogy Capital Inc. 0.02% 8,570 $402K
16 Summit Financial, LLC 0.01% 23,473 $1.1M
17 Venture Visionary Partners LLC 0.01% 6,096 $286K
18 Dynamic Advisor Solutions LLC 0.01% 6,104 $286K
19 McIlrath & Eck, LLC 0.00% 1,279 $60K
20 Merit Financial Group, LLC 0.00% 8,351 $392K
21 Farther Finance Advisors, LLC 0.00% 5,749 $273K
22 Kestra Advisory Services, LLC 0.00% 9,723 $456K
23 DAVENPORT & Co LLC 0.00% 4,373 $205K
24 Mml Investors Services, LLC 0.00% 6,545 $307K
25 Geneos Wealth Management Inc. 0.00% 600 $28K
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 (STXG)

What does the Smart Money Trend signal show for STXG?

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

More sellers than buyers — 46% buying: Last quarter: 22 funds reduced or exited vs 19 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 STXG holders?

Smaller funds dominant — 5% AUM from top-100: 7 of 43 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held STXG?

Mixed — 35% long-term, 21% new: Of the 43 current holders: 15 (35%) held >2 years, 19 held 1–2 years, and 9 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, STXG has moved +1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), STXG has gained +18.2% vs +15.1% 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 →