EA SERIES TRUST (AAUS): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

EA SERIES TRUST (AAUS)

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

Smart Money Signals — AAUS

Based on 21 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q

For 1 consecutive quarter, more hedge funds added AAUS 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

21 hedge funds hold AAUS right now — the highest count in 0.5 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.

🟡

Slight buying edge — 50% buying

8 buying8 selling

Last quarter: 8 funds bought or added vs 8 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.

🔄

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.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 21 current holders: 21 (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 — 3% AUM from top-100

3% from top-100 AUM funds

3 of 21 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.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	21	19	10.53%
13F Shares	6M	6M	-0.21%
Total Value	$316M	$311M	1.88%
New Positions	4	19	-15
Increased Positions	4	0	+4
Closed Positions	2	0	+2
Reduced Positions	6	0	+6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

10.53%

13F Shares

-0.21%

Total Value

$316M

$311M

1.88%

New Positions

-15

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

21 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 15 institutional holders of AAUS — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Seed Wealth Management, Inc.	24.64%	683,953	$35.8M
2	Cache Advisors, LLC	16.66%	2,753,833	$144.3M
3	Relyea Zuckerberg Hanson LLC	2.35%	446,173	$23.4M
4	One Degree Advisors Inc	1.89%	137,571	$7K
5	Frankly Finances, LLC	1.49%	31,331	$1.6M
6	Plancorp, LLC	1.06%	681,498	$37.2M
7	Downshift Financial, LLC	0.99%	35,307	$1.9M
8	QUARRY HILL ADVISORS, LLC	0.90%	38,563	$2.2M
9	Sherman Wealth Management LLC	0.79%	17,545	$919K
10	Flatrock Wealth Partners LLC	0.74%	31,250	$1.6M
11	L.K. Benson & Company, P.C.	0.41%	23,439	$1.2M
12	Sageworth Trust Co	0.40%	177,900	$9.3M
13	Revolve Wealth Partners, LLC	0.16%	23,350	$1.2M
14	Ledyard National Bank	0.09%	19,277	$1.0M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.02%	172,768	$9.1M

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 (AAUS)

What does the Smart Money Trend signal show for AAUS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AAUS 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 AAUS?

Slight buying edge — 50% buying: Last quarter: 8 funds bought or added vs 8 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 AAUS holders?

Smaller funds dominant — 3% AUM from top-100: 3 of 21 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 AAUS?

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.

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EA SERIES TRUST (AAUS)

Smart Money Signals — AAUS

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Slight buying edge — 50% buying

Mostly new holders — 100% entered in last year

Early stage — 100% of holders entered in last year

Smaller funds dominant — 3% AUM from top-100

Hedge Fund Ownership: AAUS

Market Analysis: AAUS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AAUS

Hedge Fund Positioning: AAUS

Statistics: AAUS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — EA SERIES TRUST (AAUS)

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