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

Q: Is it too late to buy Ea Series Trust (AAEQ) following the 2026 Q3 hedge fund 13F filings?

As of today, AAEQ has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), AAEQ gained -1.6% vs -1.1% 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.

Ea Series Trust (AAEQ)

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

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%

+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.

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

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

2.44%

13F Shares

3.55%

Total Value

$330M

$278M

18.93%

New Positions

-6

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q3)

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:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

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	12.20%	3,631,067	$199.2M
2	Everest Private Wealth	7.15%	399,809	$21.9M
3	Seed Wealth Management, Inc.	3.08%	89,389	$4.9M
4	JPL Wealth Management, LLC	2.75%	202,654	$11.1M
5	Flatrock Wealth Partners LLC	1.91%	101,682	$5.6M
6	Sherman Wealth Management LLC	0.71%	17,799	$947K
7	One Degree Advisors Inc	0.61%	50,944	$2.9M
8	Meredith Wealth Planning	0.61%	44,468	$2.4M
9	Fidelity D & D Bancorp Inc	0.61%	32,817	$1.8M
10	Twin Peaks Wealth Advisors, LLC	0.58%	49,139	$2.7M
11	Soundwatch Capital LLC	0.51%	83,311	$4.6M
12	Summit Wealth & Retirement Planning, INC.	0.42%	38,058	$2.1M
13	Family CFO Inc	0.42%	19,852	$1.1M
14	Quarry Hill Advisors, LLC	0.29%	14,235	$781K
15	Ledyard National Bank	0.28%	65,131	$3.6M
16	Continuum Wealth Advisors, LLC	0.28%	15,437	$847K
17	Truepoint, Inc.	0.26%	231,428	$12.7M
18	Ethos Financial Group, LLC	0.23%	80,056	$4.4M
19	Prairiewood Capital, LLC	0.21%	15,388	$844K
20	Revolve Wealth Partners, LLC	0.20%	35,456	$1.9M
21	Schiavi & Co LLC	0.14%	9,817	$539K
22	MilWealth Group LLC	0.14%	11,750	$645K
23	Midwest Capital Advisors, LLC	0.13%	6,605	$362K
24	Vise Technologies, Inc.	0.11%	233,703	$12.8M
25	XY Planning Network, Inc.	0.04%	6,605	$362K

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.

Is it too late to buy Ea Series Trust (AAEQ) following the 2026 Q3 hedge fund 13F filings?

As of today, AAEQ has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), AAEQ has gained -1.6% vs -1.1% 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.

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Ea Series Trust (AAEQ)

Smart Money Signals — AAEQ

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Heavy selling pressure — only 26% buying

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

Mostly new holders — 100% entered in last year

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

Early stage — 100% of holders entered in last year

Smaller funds dominant — 1% AUM from top-100

Institutional Sentiment Summary — AAEQ

Hedge Fund Ownership: AAEQ

Market Analysis: AAEQ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AAEQ

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

Hedge Fund Positioning: AAEQ

Statistics: AAEQ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

Frequently Asked Questions — Ea Series Trust (AAEQ)

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