Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (STXK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — STXK

Based on 35 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added STXK 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
35 hedge funds hold STXK 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 — +17% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

17 buying14 selling
Last quarter: 17 funds bought or added vs 14 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 — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 2 → 8 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 34% long-term, 31% new

■ 34% conviction (2yr+) ■ 34% medium ■ 31% new
Of the 35 current holders: 12 (34%) held >2 years, 12 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.
➡️

Steady discovery — ~7 new funds/quarter

3 → 4 → 2 → 8 → 7 new funds/Q
New funds entering each quarter: 4 → 2 → 8 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 34% veterans, 34% new entrants

■ 34% veterans ■ 31% 1-2yr ■ 34% new
Of 35 current holders: 12 (34%) held 2+ years, 11 held 1–2 years, 12 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
5 of 35 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — STXK

In 2026 Q1, 17 hedge funds were net buyers of STXK (7 opened a new position, 10 added to an existing one), while 14 reduced or exited (9 trimmed, 5 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 35.

Hedge Fund Ownership: STXK

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

Market Analysis: STXK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STXK

-- --

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

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

Signal Freshness measures how much STXK 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 · 80d ago
STXK
+13.2%
SPY
+13.9%

STXK outperformed SPY by -0.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
STXK
+4.3%
SPY
+0.2%

Since the filing became public, STXK outperformed SPY by +4.1% .

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 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: STXK
35 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 35 33 6.06%
13F Shares 1M 1M 14.95%
Total Value $40M $35M 13.9%
New Positions 7 8 -1
Increased Positions 10 10 -
Closed Positions 5 4 +1
Reduced Positions 9 8 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STXK

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Financial Highlights

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Institutional Holders (2026 Q1)

35 + investors

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

QUARTER:
Top 25 STXK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OxenFree Capital LLC 6.39% 371,453 $13.2M
2 Paragon Capital Management Inc 0.88% 31,195 $1.0M
3 Financial Management Network Inc 0.60% 112,000 $3.9M
4 Uptick Partners, LLC 0.33% 50,305 $1.7M
5 WealthPlan Investment Management, LLC 0.17% 92,929 $3.1M
6 Foundations Investment Advisors, LLC 0.07% 169,552 $5.7M
7 Advyzon Investment Management, LLC 0.06% 18,622 $621K
8 Summit Financial, LLC 0.05% 128,642 $4.3M
9 PDS Planning, Inc 0.04% 17,026 $568K
10 Everhart Financial Group, Inc. 0.03% 12,230 $408K
11 PFG Investments, LLC 0.02% 14,950 $499K
12 Essex Financial Services, Inc. 0.02% 11,317 $378K
13 Chicago Partners Investment Group LLC 0.02% 22,297 $808K
14 Gts Securities LLC 0.02% 13,961 $466K
15 Centaurus Financial, INC. 0.02% 9,600 $320K
16 Avantax Planning Partners, Inc. 0.01% 11,955 $399K
17 IFG Advisory, LLC 0.00% 50 $2K
18 World Investment Advisors 0.00% 7,000 $234K
19 Merit Financial Group, LLC 0.00% 10,067 $336K
20 Guardian Wealth Advisors, LLC / Nc 0.00% 1,061 $35K
21 Kestra Advisory Services, LLC 0.00% 16,198 $540K
22 Parallel Advisors, LLC 0.00% 1,650 $55K
23 N.E.W. Advisory Services LLC 0.00% 378 $13K
24 Wealth Enhancement Advisory Services, LLC 0.00% 7,996 $269K
25 Osaic Holdings, INC. 0.00% 6,285 $210K
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 (STXK)

What does the Smart Money Trend signal show for STXK?

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

Slight buying edge — 55% buying: Last quarter: 17 funds bought or added vs 14 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 STXK holders?

Smaller funds dominant — 3% AUM from top-100: 5 of 35 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held STXK?

Mixed — 34% long-term, 31% new: Of the 35 current holders: 12 (34%) held >2 years, 12 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.

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

As of today, STXK has moved +4.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +4.1%. Since the quarter end (March 31, 2026), STXK has gained +13.2% vs +13.9% 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.

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