Ea Series Trust (STXG) Hedge Fund Ownership (Q2 2026)

Ea Series Trust (STXG)

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

Smart Money Signals — STXG

Based on 47 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, 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

47 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.

📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q

+5 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 76% buying

32 buying10 selling

Last quarter: 32 funds were net buyers (7 opened a brand new position + 25 added to an existing one). Only 10 were sellers (7 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter

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

📌

Mixed — 36% long-term, 19% new

■ 36% conviction (2yr+) ■ 45% medium ■ 19% new

Of the 47 current holders: 17 (36%) held >2 years, 21 held 1–2 years, and 9 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

7 → 5 → 7 → 4 → 7 new funds/Q

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

📊

Mixed cohorts — 38% veterans, 28% new entrants

■ 38% veterans ■ 34% 1-2yr ■ 28% new

Of 47 current holders: 18 (38%) held 2+ years, 16 held 1–2 years, 13 (28%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds

11 of 47 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.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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 (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	47	43	9.3%
13F Shares	2M	2M	-2.1%
Total Value	$82M	$74M	11.12%
New Positions	7	4	+3
Increased Positions	25	15	+10
Closed Positions	3	7	-4
Reduced Positions	7	15	-8
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

9.3%

13F Shares

-2.1%

Total Value

$82M

$74M

11.12%

New Positions

Increased Positions

+10

Closed Positions

-4

Reduced Positions

-8

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

47 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 STXG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	OxenFree Capital LLC	12.88%	511,102	$28.1M
2	Uptick Partners, LLC	2.62%	304,649	$16.8M
3	Demars Financial Group, LLC	1.07%	69,970	$3.9M
4	Worthington Financial Partners, LLC	0.81%	17,777	$982K
5	WealthPlan Investment Management, LLC	0.39%	143,562	$7.9M
6	Advyzon Investment Management, LLC	0.28%	69,129	$3.8M
7	Gwn Securities INC.	0.14%	15,233	$842K
8	Whitener Capital Management, INC.	0.14%	11,718	$648K
9	StoneX Group Inc.	0.11%	49,616	$2.7M
10	Everhart Financial Group, Inc.	0.09%	24,605	$1.4M
11	Key Client Fiduciary Advisors, LLC	0.08%	5,000	$276K
12	Balance Wealth Partners LLC	0.06%	4,062	$224K
13	Essex Financial Services, Inc.	0.04%	12,822	$709K
14	Hilltop Holdings Inc.	0.02%	5,500	$304K
15	Trilogy Capital Inc.	0.02%	8,588	$475K
16	Summit Financial, LLC	0.01%	22,680	$1.3M
17	Dynamic Advisor Solutions LLC	0.01%	6,080	$336K
18	Venture Visionary Partners LLC	0.01%	6,096	$337K
19	Money Concepts Capital Corp	0.01%	3,635	$201K
20	Merit Financial Group, LLC	0.00%	8,361	$462K
21	Farther Finance Advisors, LLC	0.00%	5,749	$318K
22	Kestra Advisory Services, LLC	0.00%	9,820	$543K
23	Mml Investors Services, LLC	0.00%	14,675	$811K
24	DAVENPORT & Co LLC	0.00%	4,390	$243K
25	Osaic Holdings, INC.	0.00%	16,895	$934K

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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More buyers than sellers — 76% buying: Last quarter: 32 funds were net buyers (7 opened a brand new position + 25 added to an existing one). Only 10 were sellers (7 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for STXG holders?

Smaller funds dominant — 6% AUM from top-100: 11 of 47 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 STXG?

Mixed — 36% long-term, 19% new: Of the 47 current holders: 17 (36%) held >2 years, 21 held 1–2 years, and 9 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 — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +12% more funds vs a year ago

More buyers than sellers — 76% buying

Steady new buyers — ~7 new funds per quarter

Mixed — 36% long-term, 19% new

Steady discovery — ~7 new funds/quarter

Mixed cohorts — 38% veterans, 28% new entrants

Smaller funds dominant — 6% AUM from top-100

Institutional Sentiment Summary — STXG

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 Q2)

Frequently Asked Questions — Ea Series Trust (STXG)

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