Stock Analysis
Data Source: SEC EDGAR 13F
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Ea Series Trust (STXG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%

43+

Inst. Holders

Hedge Fund Ownership: STXG

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

Market Analysis: STXG

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: STXG

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: STXG
43 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 43 46 -6.52%
13F Shares 2M 2M -6.88%
Total Value $74M $85M -12.35%
New Positions 4 7 -3
Increased Positions 15 15 -
Closed Positions 7 4 +3
Reduced Positions 15 14 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STXG

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Financial Highlights

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Institutional Holders (2026 Q1)

43 + 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:
Top 25 STXG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OxenFree Capital LLC 12.63% 506,640 $26.0M
2 Uptick Partners, LLC 3.12% 333,587 $15.6M
3 Demars Financial Group, LLC 1.06% 68,670 $3.2M
4 Worthington Financial Partners, LLC 0.70% 17,358 $814K
5 Advyzon Investment Management, LLC 0.41% 98,427 $4.6M
6 WealthPlan Investment Management, LLC 0.37% 140,954 $6.6M
7 Gwn Securities INC. 0.14% 15,206 $713K
8 Whitener Capital Management, INC. 0.12% 11,426 $536K
9 StoneX Group Inc. 0.11% 43,314 $2.0M
10 Key Client Fiduciary Advisors, LLC 0.10% 6,500 $305K
11 Everhart Financial Group, Inc. 0.10% 25,194 $1.2M
12 Gts Securities LLC 0.07% 39,845 $1.9M
13 Essex Financial Services, Inc. 0.03% 12,322 $578K
14 Hilltop Holdings Inc. 0.02% 5,500 $258K
15 Trilogy Capital Inc. 0.02% 8,570 $402K
16 Summit Financial, LLC 0.01% 23,473 $1.1M
17 Venture Visionary Partners LLC 0.01% 6,096 $286K
18 Dynamic Advisor Solutions LLC 0.01% 6,104 $286K
19 McIlrath & Eck, LLC 0.00% 1,279 $60K
20 Merit Financial Group, LLC 0.00% 8,351 $392K
21 Farther Finance Advisors, LLC 0.00% 5,749 $273K
22 Kestra Advisory Services, LLC 0.00% 9,723 $456K
23 DAVENPORT & Co LLC 0.00% 4,373 $205K
24 Mml Investors Services, LLC 0.00% 6,545 $307K
25 Geneos Wealth Management Inc. 0.00% 600 $28K
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)

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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