Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (AAUS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
40%

Smart Money Signals — AAUS

Based on 29 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q
For 2 consecutive quarters, 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
29 hedge funds hold AAUS 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.
🟠

More sellers than buyers — 40% buying

6 buying9 selling
Last quarter: 9 funds reduced or exited vs 6 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.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

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 29 current holders: 29 (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 — 4% AUM from top-100

4% from top-100 AUM funds
3 of 29 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.0
out of 10
Moderate Exit Risk
Exit risk score 6.0/10 — 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 — AAUS

In 2026 Q1, 6 hedge funds were net buyers of AAUS (4 opened a new position, 2 added to an existing one), while 9 reduced or exited (8 trimmed, 1 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 29.

Hedge Fund Ownership: AAUS

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

Market Analysis: AAUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AAUS

-- --

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

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

Signal Freshness measures how much AAUS 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 · 79d ago
AAUS
+12.9%
SPY
+13.9%

AAUS outperformed SPY by -1.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
AAUS
-0.2%
SPY
+0.2%

Since the filing became public, AAUS outperformed SPY by -0.4% .

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 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: AAUS
29 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 29 26 11.54%
13F Shares 6M 6M 0.69%
Total Value $309M $332M -6.98%
New Positions 4 6 -2
Increased Positions 2 4 -2
Closed Positions 1 2 -1
Reduced Positions 8 7 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AAUS

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Institutional Holders (2026 Q1)

29 + investors

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

QUARTER:
Top 25 AAUS holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Frankly Finances, LLC 1.49% 31,331 $1.6M
5 Plancorp, LLC 1.06% 681,498 $37.2M
6 Downshift Financial, LLC 0.99% 35,307 $1.9M
7 Quarry Hill Advisors, LLC 0.90% 38,563 $2.2M
8 Sherman Wealth Management LLC 0.79% 17,545 $919K
9 Flatrock Wealth Partners LLC 0.74% 31,250 $1.6M
10 Soundwatch Capital LLC 0.66% 99,887 $5.2M
11 JPL Wealth Management, LLC 0.43% 35,428 $1.9M
12 L.K. Benson & Company, P.C. 0.41% 23,439 $1.2M
13 Sageworth Trust Co 0.40% 177,900 $9.3M
14 Summit Wealth & Retirement Planning, INC. 0.30% 24,284 $1.3M
15 Schiavi & Co LLC 0.30% 19,362 $1.0M
16 Almanack Investment Partners, LLC. 0.22% 24,443 $1.3M
17 Revolve Wealth Partners, LLC 0.16% 23,350 $1.2M
18 Ledyard National Bank 0.09% 19,277 $1.0M
19 Empowered Funds, LLC 0.05% 154,898 $8.1M
20 United Capital Financial Advisors, LLC 0.04% 110,967 $5.8M
21 Savvy Advisors, Inc. 0.02% 14,593 $764K
22 Wealth Enhancement Advisory Services, LLC 0.02% 172,768 $9.1M
23 Parkside Financial Bank & Trust 0.01% 3,635 $190K
24 Truepoint, Inc. 0.01% 7,874 $412K
25 Aqr Capital Management LLC 0.00% 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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More sellers than buyers — 40% buying: Last quarter: 9 funds reduced or exited vs 6 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 AAUS holders?

Smaller funds dominant — 4% AUM from top-100: 3 of 29 holders rank in the top 100 by AUM, but together hold only 4% 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.

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

As of today, AAUS has moved -0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.4%. Since the quarter end (March 31, 2026), AAUS has gained +12.9% vs +13.9% 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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