EA SERIES TRUST (STXG): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

EA SERIES TRUST (STXG)

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

Smart Money Signals — STXG

Based on 44 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added STXG 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

44 hedge funds hold STXG 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 — +29% more funds vs a year ago

fund count last 6Q

+10 new funds entered over the past year (+29% 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.

🟡

Slight buying edge — 53% buying

20 buying18 selling

Last quarter: 20 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 11 → 7 → 5 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 27% long-term, 25% new

■ 27% conviction (2yr+) ■ 48% medium ■ 25% new

Of the 44 current holders: 12 (27%) held >2 years, 21 held 1–2 years, and 11 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.

📊

Peak discovery — momentum slowing

9 → 11 → 7 → 5 → 6 new funds/Q

New funds entering each quarter: 11 → 7 → 5 → 6. STXG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

📊

Mixed cohorts — 25% veterans, 43% new entrants

■ 25% veterans ■ 32% 1-2yr ■ 43% new

Of 44 current holders: 11 (25%) held 2+ years, 14 held 1–2 years, 19 (43%) 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 44 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.

3.8

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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	44	42	4.76%
13F Shares	2M	2M	-6.82%
Total Value	$84M	$89M	-5.37%
New Positions	6	5	+1
Increased Positions	14	18	-4
Closed Positions	4	4	-
Reduced Positions	14	10	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

4.76%

13F Shares

-6.82%

Total Value

$84M

$89M

-5.37%

New Positions

Increased Positions

-4

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

44 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 16 institutional holders of STXG — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	OxenFree Capital LLC	12.63%	506,640	$26.0M
2	Demars Financial Group, LLC	1.06%	68,670	$3.2M
3	Worthington Financial Partners, LLC	0.70%	17,358	$814K
4	WealthPlan Investment Management, LLC	0.37%	140,954	$6.6M
5	WHITENER CAPITAL MANAGEMENT, INC.	0.12%	11,426	$536K
6	Key Client Fiduciary Advisors, LLC	0.10%	6,500	$305K
7	Everhart Financial Group, Inc.	0.10%	25,194	$1.2M
8	Essex Financial Services, Inc.	0.03%	12,322	$578K
9	Trilogy Capital Inc.	0.02%	8,570	$402K
10	Dynamic Advisor Solutions LLC	0.01%	6,104	$286K
11	Merit Financial Group, LLC	0.00%	8,351	$392K
12	Farther Finance Advisors, LLC	0.00%	5,749	$273K
13	Kestra Advisory Services, LLC	0.00%	9,723	$456K
14	DAVENPORT & Co LLC	0.00%	4,373	$205K
15	Janney Montgomery Scott LLC	0.00%	5,986	—
16	Cambridge Investment Research Advisors, Inc.	0.00%	5,573	—

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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added STXG 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 STXG?

Slight buying edge — 53% buying: Last quarter: 20 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for STXG holders?

Smaller funds dominant — 5% AUM from top-100: 7 of 44 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 — 27% long-term, 25% new: Of the 44 current holders: 12 (27%) held >2 years, 21 held 1–2 years, and 11 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.

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.

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EA SERIES TRUST (STXG)

Smart Money Signals — STXG

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +29% more funds vs a year ago

Slight buying edge — 53% buying

Steady new buyers — ~6 new funds per quarter

Mixed — 27% long-term, 25% new

Peak discovery — momentum slowing

Mixed cohorts — 25% veterans, 43% new entrants

Smaller funds dominant — 5% AUM from top-100

Hedge Fund Ownership: STXG

Market Analysis: STXG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: STXG

Hedge Fund Positioning: STXG

Statistics: STXG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — EA SERIES TRUST (STXG)

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