Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EA SERIES TRUST (STXE)

35 + Investors. Track Smart Money conviction in STXE. 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
42%

Smart Money Signals — STXE

Based on 35 hedge funds · latest filing: 2025 Q4 · 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 (95% of max)

95% of all-time peak
35 hedge funds hold STXE 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding STXE is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 42% buying

14 buying19 selling
Last quarter: 19 funds reduced or exited vs 14 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 — ~2 new funds per quarter

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

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 34% medium ■ 11% new
19 out of 35 hedge funds have held STXE 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 — ~2 new funds/quarter

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

Deep conviction — 43% of holders stayed 2+ years

■ 43% veterans ■ 34% 1-2yr ■ 23% new
Of 35 current holders: 15 (43%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
6 of 35 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — STXE

In 2025 Q4, 14 hedge funds were net buyers of STXE (2 opened a new position, 12 added to an existing one), while 19 reduced or exited (17 trimmed, 2 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 35.

Hedge Fund Ownership: STXE

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

Market Analysis: STXE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STXE

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: STXE
2026 Q1 Stats Unlock in 8 days 35 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 35 35 -
13F Shares 2M 2M -0.38%
Total Value $79M $72M 9.1%
New Positions 2 4 -2
Increased Positions 12 14 -2
Closed Positions 2 3 -1
Reduced Positions 17 15 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STXE

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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 STXE. Verified SEC 13F-HR filings.

Top 23 institutional holders of STXE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OxenFree Capital LLC 3.71% 173,576 $7.6M
2 SECURED RETIREMENT ADVISORS, LLC 0.75% 33,934 $1.3M
3 Hegarty Advisors, LLC 0.51% 16,603 $649K
4 PARAGON CAPITAL MANAGEMENT INC 0.44% 13,285 $519K
5 Chicago Partners Investment Group LLC 0.33% 333,381 $14.9M
6 FINANCIAL MANAGEMENT NETWORK INC 0.17% 25,404 $1.1M
7 WealthPlan Investment Management, LLC 0.06% 28,368 $1.1M
8 Stratos Wealth Advisors, LLC 0.05% 22,064 $862K
9 PDS Planning, Inc 0.02% 9,632 $376K
10 Parallel Advisors, LLC 0.02% 33,856 $1.3M
11 Belpointe Asset Management LLC 0.02% 11,461 $448K
12 Cambridge Investment Research Advisors, Inc. 0.01% 118,439 $5K
13 Concurrent Investment Advisors, LLC 0.01% 27,930 $1.1M
14 Washington Trust Advisors, Inc. 0.01% 2,254 $88K
15 JNBA Financial Advisors 0.00% 1,043 $41K
16 STIFEL FINANCIAL CORP 0.00% 67,648 $2.6M
17 Kestra Advisory Services, LLC 0.00% 12,722 $497K
18 Farther Finance Advisors, LLC 0.00% 3,736 $149K
19 UBS Group AG 0.00% 77,910 $3.0M
20 LPL Financial LLC 0.00% 25,117 $982K
21 Creative Planning 0.00% 8,830 $345K
22 Geneos Wealth Management Inc. 0.00% 200 $8K
23 JANE STREET GROUP, LLC 0.00% 10,420 $407K
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 (STXE)

What does the Smart Money Trend signal show for STXE?

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 STXE?

More sellers than buyers — 42% buying: Last quarter: 19 funds reduced or exited vs 14 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 STXE holders?

Smaller funds dominant — 6% AUM from top-100: 6 of 35 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held STXE?

54% of holders stayed for 2+ years: 19 out of 35 hedge funds have held STXE 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.