Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (STXK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
43%

Smart Money Signals — STXK

Based on 33 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their STXK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
33 funds currently hold this stock — 94% of the 3.0-year high of 35 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+6% 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

12 buying16 selling
Last quarter: 16 funds reduced or exited vs 12 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.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 2 → 8 → 7 → 1. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 39% long-term, 24% new

■ 39% conviction (2yr+) ■ 36% medium ■ 24% new
Of the 33 current holders: 13 (39%) held >2 years, 12 held 1–2 years, and 8 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

4 → 2 → 8 → 7 → 1 new funds/Q
New funds entering each quarter: 2 → 8 → 7 → 1. STXK 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 — 39% veterans, 30% new entrants

■ 39% veterans ■ 30% 1-2yr ■ 30% new
Of 33 current holders: 13 (39%) held 2+ years, 10 held 1–2 years, 10 (30%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
4 of 32 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — STXK

In 2026 Q2, 12 hedge funds were net buyers of STXK (1 opened a new position, 11 added to an existing one), while 16 reduced or exited (13 trimmed, 3 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 33.

Hedge Fund Ownership: STXK

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

Market Analysis: STXK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STXK

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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.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: STXK
32 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 32 35 -8.57%
13F Shares 1M 1M 1.0%
Total Value $46M $40M 13.48%
New Positions 1 7 -6
Increased Positions 11 10 +1
Closed Positions 3 5 -2
Reduced Positions 13 9 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STXK

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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 STXK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 STXK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OxenFree Capital LLC 7.14% 405,330 $15.6M
2 Paragon Capital Management Inc 0.93% 32,422 $1.3M
3 Financial Management Network Inc 0.59% 107,108 $4.1M
4 Uptick Partners, LLC 0.28% 46,043 $1.8M
5 WealthPlan Investment Management, LLC 0.18% 94,033 $3.6M
6 Foundations Investment Advisors, LLC 0.07% 180,200 $7.0M
7 Summit Financial, LLC 0.05% 126,522 $4.9M
8 PDS Planning, Inc 0.04% 17,077 $663K
9 Advyzon Investment Management, LLC 0.03% 12,311 $478K
10 Everhart Financial Group, Inc. 0.03% 12,004 $466K
11 PFG Investments, LLC 0.02% 15,686 $609K
12 Chicago Partners Investment Group LLC 0.02% 22,167 $843K
13 Centaurus Financial, INC. 0.01% 9,609 $373K
14 Essex Financial Services, Inc. 0.01% 7,196 $279K
15 Avantax Planning Partners, Inc. 0.01% 11,955 $464K
16 World Investment Advisors 0.00% 7,000 $234K
17 Merit Financial Group, LLC 0.00% 10,071 $391K
18 Kestra Advisory Services, LLC 0.00% 18,232 $708K
19 N.E.W. Advisory Services LLC 0.00% 378 $15K
20 Parallel Advisors, LLC 0.00% 1,650 $64K
21 Wealth Enhancement Advisory Services, LLC 0.00% 7,746 $297K
22 Osaic Holdings, INC. 0.00% 6,289 $244K
23 Aptus Capital Advisors, LLC 0.00% 1,064 $41K
24 Creative Planning 0.00% 9,121 $354K
25 Farther Finance Advisors, LLC 0.00% 609 $24K
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 (STXK)

What does the Smart Money Trend signal show for STXK?

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

More sellers than buyers — 43% buying: Last quarter: 16 funds reduced or exited vs 12 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 STXK holders?

Smaller funds dominant — 3% AUM from top-100: 4 of 32 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held STXK?

Mixed — 39% long-term, 24% new: Of the 33 current holders: 13 (39%) held >2 years, 12 held 1–2 years, and 8 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.

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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