Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (AAEQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
26%

Smart Money Signals — AAEQ

Based on 42 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q
For 2 consecutive quarters, more hedge funds added AAEQ 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
42 hedge funds hold AAEQ right now — the highest count in 0.8 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.
🔴

Heavy selling pressure — only 26% buying

6 buying17 selling
Last quarter: 17 funds sold vs only 6 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

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

new funds entering per quarter
Funds opening this position for the first time: 10 → 4. 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.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +19% but shares only +4% — price-driven

Value
+18%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +19%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 42 current holders: 42 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
5 of 42 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.7
out of 10
Moderate Exit Risk
Exit risk score 6.7/10 — 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 — AAEQ

In 2026 Q2, 6 hedge funds were net buyers of AAEQ (4 opened a new position, 2 added to an existing one), while 17 reduced or exited (14 trimmed, 3 sold completely) — a 26% buyer ratio, indicating net institutional distribution. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 42.

Hedge Fund Ownership: AAEQ

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

Market Analysis: AAEQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AAEQ

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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.

0 top-rated funds 3 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: AAEQ
42 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 42 41 2.44%
13F Shares 6M 6M 3.55%
Total Value $330M $278M 18.93%
New Positions 4 10 -6
Increased Positions 2 2 -
Closed Positions 3 1 +2
Reduced Positions 14 9 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AAEQ

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

42 + investors

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

QUARTER:
Top 25 AAEQ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cache Advisors, LLC 16.38% 3,631,067 $193.1M
2 Everest Private Wealth 7.46% 375,942 $20.0M
3 Seed Wealth Management, Inc. 3.07% 91,183 $4.8M
4 JPL Wealth Management, LLC 2.42% 229,355 $12.2M
5 Flatrock Wealth Partners LLC 2.12% 101,682 $5.4M
6 Meredith Wealth Planning 1.02% 80,965 $4.3M
7 Magnolia Private Wealth, LLC 0.93% 31,966 $1.7M
8 Sherman Wealth Management LLC 0.71% 17,799 $947K
9 Fidelity D & D Bancorp Inc 0.60% 32,817 $1.7M
10 Twin Peaks Wealth Advisors, LLC 0.59% 49,139 $2.6M
11 Soundwatch Capital LLC 0.49% 83,311 $4.4M
12 Summit Wealth & Retirement Planning, INC. 0.44% 39,418 $2.1M
13 Family CFO Inc 0.41% 19,852 $1.1M
14 Quarry Hill Advisors, LLC 0.29% 14,235 $757K
15 Ethos Financial Group, LLC 0.28% 80,056 $4.2M
16 Ledyard National Bank 0.28% 65,131 $3.5M
17 Continuum Wealth Advisors, LLC 0.28% 15,437 $821K
18 Truepoint, Inc. 0.26% 232,542 $12.4M
19 Prairiewood Capital, LLC 0.21% 15,388 $818K
20 Revolve Wealth Partners, LLC 0.21% 37,219 $2.0M
21 MilWealth Group LLC 0.15% 12,789 $680K
22 Midwest Capital Advisors, LLC 0.14% 6,605 $351K
23 Vise Technologies, Inc. 0.14% 233,703 $12.4M
24 Schiavi & Co LLC 0.14% 9,817 $522K
25 Beacon Pointe Advisors, LLC 0.09% 359,759 $19.1M
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 (AAEQ)

What does the Smart Money Trend signal show for AAEQ?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added AAEQ 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 AAEQ?

Heavy selling pressure — only 26% buying: Last quarter: 17 funds sold vs only 6 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for AAEQ holders?

Smaller funds dominant — 1% AUM from top-100: 5 of 42 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AAEQ?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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