Ea Series Trust (AGGA) Hedge Fund Ownership (Q1 2026)

Ea Series Trust (AGGA)

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

Smart Money Signals — AGGA

Based on 15 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 3Q

For 2 consecutive quarters, more hedge funds added AGGA 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

15 hedge funds hold AGGA right now — the highest count in 1.0 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.

🟢

More buyers than sellers — 72% buying

13 buying5 selling

Last quarter: 13 funds were net buyers (4 opened a brand new position + 9 added to an existing one). Only 5 were sellers (2 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 1 → 4 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 53% entered in last year

■ 0% conviction (2yr+) ■ 47% medium ■ 53% 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.

➡️

Steady discovery — ~4 new funds/quarter

1 → 4 → 4 new funds/Q

New funds entering each quarter: 1 → 4 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 15 current holders: 15 (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 — 0% AUM from top-100

0% from top-100 AUM funds

0 of 15 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.6

out of 10

Moderate Exit Risk

Exit risk score 4.6/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	15	13	15.38%
13F Shares	3M	3M	4.93%
Total Value	$72M	$70M	3.16%
New Positions	4	4	-
Increased Positions	9	9	-
Closed Positions	2	0	+2
Reduced Positions	2	0	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

15.38%

13F Shares

4.93%

Total Value

$72M

$70M

3.16%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

15 + investors

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

QUARTER:

2026 Q2 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 18 AGGA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Astoria Portfolio Advisors LLC.	7.12%	1,679,663	$42.2M
2	Puff Wealth Management, LLC	7.05%	275,328	$6.9M
3	Oregon Pacific Wealth Management, LLC	6.30%	267,164	$6.7M
4	Hobbs Group Advisors, LLC	5.55%	839,138	$21.1M
5	Park Edge Advisors, LLC	0.92%	174,786	$4.4M
6	Latitude Advisors, LLC	0.81%	80,997	$2.0M
7	Bluedoor Private Wealth, LLC	0.54%	51,114	$1.3M
8	Silverlake Wealth Management LLC	0.43%	91,091	$2.3M
9	WealthTrak Capital Management LLC	0.18%	10,838	$272K
10	4wealth Advisors, INC.	0.16%	8,525	$215K
11	Sound Income Strategies, LLC	0.08%	72,504	$1.8M
12	GeoWealth Management, LLC	0.04%	53,693	$1.3M
13	Onyx Bridge Wealth Group LLC	0.03%	14,182	$356K
14	World Investment Advisors	0.02%	55,917	$1.4M
15	Mirae Asset Securities (usa) INC.	0.02%	24,229	$609K
16	Ashton Thomas Private Wealth, LLC	0.01%	19,588	$492K
17	Citadel Advisors LLC	0.00%	15,104	$380K
18	Jane Street Group, LLC	0.00%	15,104	$380K

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 (AGGA)

What does the Smart Money Trend signal show for AGGA?

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

More buyers than sellers — 72% buying: Last quarter: 13 funds were net buyers (4 opened a brand new position + 9 added to an existing one). Only 5 were sellers (2 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AGGA holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 15 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AGGA?

Mostly new holders — 53% 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Ea Series Trust (AGGA)

Smart Money Signals — AGGA

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 72% buying

Steady new buyers — ~4 new funds per quarter

Mostly new holders — 53% entered in last year

Steady discovery — ~4 new funds/quarter

Early stage — 100% of holders entered in last year

Smaller funds dominant — 0% AUM from top-100

Institutional Sentiment Summary — AGGA

Hedge Fund Ownership: AGGA

Market Analysis: AGGA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AGGA

Hedge Fund Positioning: AGGA

Statistics: AGGA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ea Series Trust (AGGA)

Welcome to 13Foresight!