Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (BBLU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
9Q ▲
Buyers last Q
53%

Smart Money Signals — BBLU

Based on 67 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added BBLU 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
67 hedge funds hold BBLU 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 — +22% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+22% 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.
🟡

Slight buying edge — 53% buying

32 buying28 selling
Last quarter: 32 funds bought or added vs 28 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.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 9 → 12 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 27% new

■ 37% conviction (2yr+) ■ 36% medium ■ 27% new
Of the 67 current holders: 25 (37%) held >2 years, 24 held 1–2 years, and 18 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.
📈

Growing discovery — still being found

8 → 10 → 9 → 12 → 11 new funds/Q
New funds entering each quarter: 10 → 9 → 12 → 11. A growing number of institutions are discovering BBLU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 40% of holders stayed 2+ years

■ 40% veterans ■ 24% 1-2yr ■ 36% new
Of 67 current holders: 27 (40%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
8 of 67 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — BBLU

In 2026 Q1, 32 hedge funds were net buyers of BBLU (11 opened a new position, 21 added to an existing one), while 28 reduced or exited (18 trimmed, 10 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 67.

Hedge Fund Ownership: BBLU

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

Market Analysis: BBLU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBLU

-- --

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

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

Signal Freshness measures how much BBLU 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
BBLU
+11.3%
SPY
+13.9%

BBLU outperformed SPY by -2.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
BBLU
+0.1%
SPY
+0.2%

Since the filing became public, BBLU outperformed SPY by -0.1% .

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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: BBLU
67 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 67 66 1.52%
13F Shares 9M 8M 10.0%
Total Value $126M $127M -0.91%
New Positions 11 12 -1
Increased Positions 21 26 -5
Closed Positions 10 9 +1
Reduced Positions 18 15 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBLU

View More

Valuation Measures Data as of: --

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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

67 + investors

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

QUARTER:
Top 25 BBLU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oxford Wealth Group, LLC 3.79% 470,549 $6.9M
2 Lifetime Wealth Management P.C. 0.72% 85,292 $1.3M
3 Annex Advisory Services, LLC 0.39% 1,411,687 $20.8M
4 Bravias Capital Group, LLC 0.34% 35,556 $525K
5 Kane Investment Management, INC. 0.31% 40,731 $601K
6 Gwn Securities INC. 0.18% 63,041 $930K
7 Main Street Group, LTD 0.17% 38,996 $576K
8 Magnolia Capital Advisors LLC 0.16% 53,934 $796K
9 Redwood Financial Network Corp 0.15% 15,432 $228K
10 American Trust 0.06% 47,405 $700K
11 Accel Wealth Management 0.05% 14,268 $211K
12 D.A. Davidson & CO. 0.04% 499,940 $7.4M
13 Capital Wealth Management, LLC 0.04% 10,825 $160K
14 Ameritas Advisory Services, LLC 0.03% 58,132 $858K
15 Dynamic Advisor Solutions LLC 0.03% 70,025 $1.0M
16 Advisory Services Network, LLC 0.03% 142,282 $2.1M
17 NFSG Corp 0.03% 10,891 $161K
18 Ethos Financial Group, LLC 0.03% 24,000 $354K
19 Geneos Wealth Management Inc. 0.03% 74,459 $1.1M
20 Cetera Investment Advisers 0.02% 1,496,579 $22.1M
21 Allworth Financial LP 0.02% 367,900 $5.4M
22 Concurrent Investment Advisors, LLC 0.02% 125,327 $1.8M
23 Claro Advisors Inc. 0.02% 10,712 $158K
24 Commonwealth Equity Services, LLC 0.01% 636,722 $9.4M
25 Osaic Holdings, INC. 0.01% 566,356 $8.4M
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 (BBLU)

What does the Smart Money Trend signal show for BBLU?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added BBLU 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 BBLU?

Slight buying edge — 53% buying: Last quarter: 32 funds bought or added vs 28 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 BBLU holders?

Smaller funds dominant — 8% AUM from top-100: 8 of 67 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BBLU?

Mixed — 37% long-term, 27% new: Of the 67 current holders: 25 (37%) held >2 years, 24 held 1–2 years, and 18 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 (BBLU) following the 2026 Q1 hedge fund 13F filings?

As of today, BBLU has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), BBLU has gained +11.3% 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.

Full history →