Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (STXT)

27 + Investors. Track Smart Money conviction in STXT. 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
43%

Smart Money Signals — STXT

Based on 27 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 STXT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
27 hedge funds hold STXT right now — the highest count in 2.8 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 — +4% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 43% buying

13 buying17 selling
Last quarter: 17 funds reduced or exited vs 13 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: 4 → 6 → 4 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 26% long-term, 15% new

■ 26% conviction (2yr+) ■ 59% medium ■ 15% new
Of the 27 current holders: 7 (26%) held >2 years, 16 held 1–2 years, and 4 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

8 → 4 → 6 → 4 → 4 new funds/Q
New funds entering each quarter: 4 → 6 → 4 → 4. STXT 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 — 37% veterans, 26% new entrants

■ 37% veterans ■ 37% 1-2yr ■ 26% new
Of 27 current holders: 10 (37%) held 2+ years, 10 held 1–2 years, 7 (26%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
5 of 27 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — STXT

In 2026 Q1, 13 hedge funds were net buyers of STXT (4 opened a new position, 9 added to an existing one), while 17 reduced or exited (12 trimmed, 5 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 27.

Hedge Fund Ownership: STXT

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

Market Analysis: STXT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STXT

-- --

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

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

Signal Freshness measures how much STXT 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 · 79d ago
STXT
-0.4%
SPY
+13.9%

STXT outperformed SPY by -14.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
STXT
+0.4%
SPY
+0.2%

Since the filing became public, STXT outperformed SPY by +0.2% .

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.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: STXT
27 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 27 28 -3.57%
13F Shares 5M 5M 2.78%
Total Value $108M $107M 0.94%
New Positions 4 4 -
Increased Positions 9 12 -3
Closed Positions 5 4 +1
Reduced Positions 12 11 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STXT

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Financial Highlights

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Institutional Holders (2026 Q1)

27 + investors

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

QUARTER:
Top 25 STXT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OxenFree Capital LLC 9.11% 936,122 $18.8M
2 McIlrath & Eck, LLC 5.30% 3,590,574 $71.5M
3 Uptick Partners, LLC 0.41% 103,751 $2.1M
4 Ethos Financial Group, LLC 0.34% 234,508 $4.7M
5 StoneX Group Inc. 0.17% 155,769 $3.1M
6 WealthPlan Investment Management, LLC 0.13% 118,825 $2.4M
7 Balance Wealth, LLC 0.08% 12,517 $249K
8 Advyzon Investment Management, LLC 0.07% 39,836 $793K
9 Gwn Securities INC. 0.04% 10,380 $207K
10 TCP Asset Management, LLC 0.03% 10,712 $213K
11 Gts Securities LLC 0.02% 34,761 $692K
12 Trilogy Capital Inc. 0.01% 15,368 $306K
13 Guardian Wealth Advisors, LLC / Nc 0.00% 3,446 $69K
14 Harbour Investments, INC. 0.00% 6,049 $120K
15 Kestra Advisory Services, LLC 0.00% 22,096 $440K
16 Advisory Services Network, LLC 0.00% 3,500 $70K
17 Aptus Capital Advisors, LLC 0.00% 3,446 $69K
18 Cwm, LLC 0.00% 9,597 $191K
19 Allworth Financial LP 0.00% 5,904 $118K
20 Osaic Holdings, INC. 0.00% 5,853 $117K
21 Jones Financial Companies Lllp 0.00% 14,218 $281K
22 LPL Financial LLC 0.00% 21,997 $438K
23 Citadel Advisors LLC 0.00% 25,957 $517K
24 Jane Street Group, LLC 0.00% 10,748 $214K
25 UBS Group AG 0.00% 40 —
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 (STXT)

What does the Smart Money Trend signal show for STXT?

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

More sellers than buyers — 43% buying: Last quarter: 17 funds reduced or exited vs 13 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 STXT holders?

Smaller funds dominant — 1% AUM from top-100: 5 of 27 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held STXT?

Mixed — 26% long-term, 15% new: Of the 27 current holders: 7 (26%) held >2 years, 16 held 1–2 years, and 4 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 (STXT) following the 2026 Q1 hedge fund 13F filings?

As of today, STXT has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), STXT has gained -0.4% 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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