Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (STXV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
52%

Smart Money Signals — STXV

Based on 32 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
32 hedge funds hold STXV 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 — +39% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+39% 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 — 52% buying

15 buying14 selling
Last quarter: 15 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 — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 5 → 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 38% medium ■ 22% new
13 out of 32 hedge funds have held STXV 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 — ~4 new funds/quarter

1 → 3 → 5 → 7 → 4 new funds/Q
New funds entering each quarter: 3 → 5 → 7 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 44% veterans vs 31% newcomers

■ 44% veterans ■ 25% 1-2yr ■ 31% new
Entry-cohort mix of 32 holders: 14 (44%) are 2+ year veterans, 8 entered 1–2 years ago, and 10 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
4 of 32 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.
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 — STXV

In 2026 Q2, 15 hedge funds were net buyers of STXV (4 opened a new position, 11 added to an existing one), while 14 reduced or exited (10 trimmed, 4 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 32.

Hedge Fund Ownership: STXV

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

Market Analysis: STXV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STXV

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 2 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: STXV
32 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 32 32 -
13F Shares 1M 1M -6.08%
Total Value $46M $46M -0.11%
New Positions 4 7 -3
Increased Positions 11 8 +3
Closed Positions 4 3 +1
Reduced Positions 10 8 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STXV

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Institutional Holders (2026 Q2)

32 + investors

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

QUARTER:
Top 25 STXV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OxenFree Capital LLC 3.12% 177,386 $6.8M
2 Uptick Partners, LLC 2.72% 461,106 $17.5M
3 Paragon Capital Management Inc 0.71% 25,155 $954K
4 WealthPlan Investment Management, LLC 0.36% 191,968 $7.3M
5 Advyzon Investment Management, LLC 0.28% 102,047 $3.9M
6 Everhart Financial Group, Inc. 0.08% 32,880 $1.2M
7 Key Client Fiduciary Advisors, LLC 0.07% 6,223 $236K
8 StoneX Group Inc. 0.04% 29,145 $1.1M
9 Essex Financial Services, Inc. 0.03% 15,964 $605K
10 Gts Securities LLC 0.02% 19,321 $732K
11 Venture Visionary Partners LLC 0.02% 14,334 $543K
12 Summit Financial, LLC 0.01% 19,874 $753K
13 Harbour Investments, INC. 0.01% 11,837 $449K
14 Chicago Partners Investment Group LLC 0.00% 5,859 $226K
15 Merit Financial Group, LLC 0.00% 17,573 $666K
16 Farther Finance Advisors, LLC 0.00% 7,110 $270K
17 Mml Investors Services, LLC 0.00% 18,561 $704K
18 Kestra Advisory Services, LLC 0.00% 7,884 $299K
19 N.E.W. Advisory Services LLC 0.00% 379 $14K
20 Geneos Wealth Management Inc. 0.00% 1,000 $38K
21 Osaic Holdings, INC. 0.00% 10,360 $393K
22 Rockefeller Capital Management L.P. 0.00% 3,539 $134K
23 Cetera Investment Advisers 0.00% 5,516 $209K
24 Envestnet Asset Management Inc 0.00% 8,261 $313K
25 Blair William & Co/Il 0.00% 513 $19K
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 (STXV)

What does the Smart Money Trend signal show for STXV?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for STXV?

Slight buying edge — 52% buying: Last quarter: 15 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 STXV holders?

Smaller funds dominant — 1% AUM from top-100: 4 of 32 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 STXV?

41% of holders stayed for 2+ years: 13 out of 32 hedge funds have held STXV 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.

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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