Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (AMID)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
64%

Smart Money Signals — AMID

Based on 22 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added AMID 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
22 hedge funds hold AMID right now — the highest count in 3.0 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.
🚀

Fast accumulation — +69% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+69% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 64% buying

14 buying8 selling
Last quarter: 14 funds were net buyers (8 opened a brand new position + 6 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 1 → 7 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 27% long-term, 36% new

■ 27% conviction (2yr+) ■ 36% medium ■ 36% new
Of the 22 current holders: 6 (27%) held >2 years, 8 held 1–2 years, and 8 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~8 new funds/quarter

4 → 7 → 1 → 7 → 8 new funds/Q
New funds entering each quarter: 7 → 1 → 7 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 41% veterans vs 41% newcomers

■ 41% veterans ■ 18% 1-2yr ■ 41% new
Entry-cohort mix of 22 holders: 9 (41%) are 2+ year veterans, 4 entered 1–2 years ago, and 9 (41%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
5 of 22 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.
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.

Institutional Sentiment Summary — AMID

In 2026 Q1, 14 hedge funds were net buyers of AMID (8 opened a new position, 6 added to an existing one), while 8 reduced or exited (5 trimmed, 3 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 22.

Hedge Fund Ownership: AMID

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

Market Analysis: AMID

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AMID

-- --

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

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

Signal Freshness measures how much AMID 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 · 78d ago
AMID
+12.4%
SPY
+15.9%

AMID outperformed SPY by -3.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
AMID
+5.0%
SPY
+2.0%

Since the filing became public, AMID outperformed SPY by +3.0% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: AMID
21 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 21 17 23.53%
13F Shares 2M 2M 0.08%
Total Value $77M $80M -3.98%
New Positions 8 7 +1
Increased Positions 6 3 +3
Closed Positions 4 5 -1
Reduced Positions 5 3 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AMID

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

21 + investors

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

QUARTER:
Top 22 AMID holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Directional Asset Management 0.79% 26,830 $862K
2 Moneta Group Investment Advisors LLC 0.44% 1,804,278 $58.0M
3 Maia Wealth LLC 0.39% 71,325 $2.3M
4 Orion Porfolio Solutions, LLC 0.06% 232,242 $7.5M
5 Krilogy Financial LLC 0.05% 45,646 $1.6M
6 Uptick Partners, LLC 0.04% 6,932 $223K
7 Gts Securities LLC 0.02% 18,984 $610K
8 Argent Capital Management LLC 0.01% 11,915 $383K
9 Clark Wealth Partners 0.01% 479 $15K
10 Segall Bryant & Hamill, LLC 0.01% 18,077 $598K
11 Corient Private Wealth LLC 0.01% 138,434 $4.5M
12 Mpwm Advisory Solutions, LLC 0.00% 189 $6K
13 Private Wealth Asset Management, LLC 0.00% 170 $5K
14 Vision Retirement, LLC 0.00% 62 $2K
15 Raymond James Financial Inc 0.00% 14,800 $476K
16 Osaic Holdings, INC. 0.00% 1,504 $48K
17 Citadel Advisors LLC 0.00% 8,366 $269K
18 Cwm, LLC 0.00% 509 $16K
19 Jane Street Group, LLC 0.00% 6,578 $211K
20 Wells Fargo & Company/Mn 0.00% 3,746 $120K
21 Northwestern Mutual Wealth Management Co 0.00% 9 —
22 UBS Group AG 0.00% 1 —
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 (AMID)

What does the Smart Money Trend signal show for AMID?

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

More buyers than sellers — 64% buying: Last quarter: 14 funds were net buyers (8 opened a brand new position + 6 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AMID holders?

Smaller funds dominant — 1% AUM from top-100: 5 of 22 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 AMID?

Mixed — 27% long-term, 36% new: Of the 22 current holders: 6 (27%) held >2 years, 8 held 1–2 years, and 8 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, AMID has moved +5.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +3.0%. Since the quarter end (March 31, 2026), AMID has gained +12.4% vs +15.9% 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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