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.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — STXV

Based on 32 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added STXV 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
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 — +23% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+23% 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 — 58% buying

15 buying11 selling
Last quarter: 15 funds bought or added vs 11 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 — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 3 → 5 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 34% long-term, 28% new

34% conviction (2yr+) 38% medium 28% new
Of the 32 current holders: 11 (34%) held >2 years, 12 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

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

Mixed cohorts — 38% veterans, 38% new entrants

38% veterans 25% 1-2yr 38% new
Of 32 current holders: 12 (38%) held 2+ years, 8 held 1–2 years, 12 (38%) 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 31 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.
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 Q1, 15 hedge funds were net buyers of STXV (7 opened a new position, 8 added to an existing one), while 11 reduced or exited (8 trimmed, 3 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +4 funds (more new holders than closures). 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

-- --

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

Is It Too Late to Buy Ea Series Trust (STXV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much STXV has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 87d ago
STXV
+8.8%
SPY
+13.0%

STXV outperformed SPY by -4.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
STXV
+3.8%
SPY
-0.5%

Since the filing became public, STXV outperformed SPY by +4.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
1.7
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 32 28 14.29%
13F Shares 1M 1M -8.63%
Total Value $46M $50M -7.88%
New Positions 7 5 +2
Increased Positions 8 9 -1
Closed Positions 3 2 +1
Reduced Positions 8 10 -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 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Uptick Partners, LLC 3.62% 517,058 $18.2M
2 OxenFree Capital LLC 2.94% 169,012 $6.1M
3 Paragon Capital Management Inc 0.73% 24,471 $860K
4 Advyzon Investment Management, LLC 0.46% 145,588 $5.1M
5 WealthPlan Investment Management, LLC 0.37% 189,820 $6.7M
6 Everhart Financial Group, Inc. 0.10% 33,367 $1.2M
7 Key Client Fiduciary Advisors, LLC 0.08% 7,100 $249K
8 StoneX Group Inc. 0.05% 28,853 $1.0M
9 Longview Financial Advisors, Inc. 0.05% 2,230 $78K
10 Essex Financial Services, Inc. 0.03% 15,951 $560K
11 Gts Securities LLC 0.03% 23,158 $814K
12 Venture Visionary Partners LLC 0.02% 14,334 $504K
13 Summit Financial, LLC 0.01% 22,025 $774K
14 Harbour Investments, INC. 0.01% 12,014 $422K
15 McIlrath & Eck, LLC 0.00% 1,891 $66K
16 Chicago Partners Investment Group LLC 0.00% 5,859 $211K
17 Merit Financial Group, LLC 0.00% 17,540 $616K
18 Farther Finance Advisors, LLC 0.00% 7,110 $250K
19 Kestra Advisory Services, LLC 0.00% 7,882 $277K
20 N.E.W. Advisory Services LLC 0.00% 379 $13K
21 Mml Investors Services, LLC 0.00% 9,326 $328K
22 Geneos Wealth Management Inc. 0.00% 1,000 $35K
23 Osaic Holdings, INC. 0.00% 10,350 $364K
24 Rockefeller Capital Management L.P. 0.00% 3,629 $128K
25 Susquehanna International Group, LLP 0.00% 17,084 $600K
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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added STXV 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 STXV?

Slight buying edge — 58% buying: Last quarter: 15 funds bought or added vs 11 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 — 3% AUM from top-100: 4 of 31 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 STXV?

Mixed — 34% long-term, 28% new: Of the 32 current holders: 11 (34%) held >2 years, 12 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.

Is it too late to buy Ea Series Trust (STXV) following the 2026 Q1 hedge fund 13F filings?

As of today, STXV has moved +3.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +4.3%. Since the quarter end (March 31, 2026), STXV has gained +8.8% vs +13.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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