Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EA SERIES TRUST (CAOS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
7Q ▲
Buyers last Q
78%

Smart Money Signals — CAOS

Based on 47 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added CAOS 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
47 hedge funds hold CAOS 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 — +147% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+147% 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 — 78% buying

36 buying10 selling
Last quarter: 36 funds were net buyers (15 opened a brand new position + 21 added to an existing one). Only 10 were sellers (7 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new CAOS position: 11 → 10 → 9 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 64% entered in last year

■ 4% conviction (2yr+) ■ 32% medium ■ 64% new
Only 2 funds (4%) 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.
📈

Growing discovery — still being found

8 → 11 → 10 → 9 → 15 new funds/Q
New funds entering each quarter: 11 → 10 → 9 → 15. A growing number of institutions are discovering CAOS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 85% of holders entered in last year

■ 2% veterans ■ 13% 1-2yr ■ 85% new
Of 47 current holders: 40 (85%) entered in the past year, only 1 (2%) 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
4 of 47 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.
5.8
out of 10
Moderate Exit Risk
Exit risk score 5.8/10 — 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.

Hedge Fund Ownership: CAOS

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

Market Analysis: CAOS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CAOS

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 5 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: CAOS
2026 Q1 Stats Unlock in 16 days 47 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 47 35 34.29%
13F Shares 4M 4M -2.71%
Total Value $383M $393M -2.44%
New Positions 15 9 +6
Increased Positions 21 14 +7
Closed Positions 3 5 -2
Reduced Positions 7 6 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CAOS

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

47 + investors

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

Top 18 institutional holders of CAOS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CULTIVAR CAPITAL, INC. 11.73% 202,173 $18.3M
2 WEALTHCARE CAPITAL MANAGEMENT LLC 9.26% 1,020,699 $92.6M
3 L.K. Benson & Company, P.C. 2.31% 77,012 $7.0M
4 Bravias Capital Group, LLC 2.18% 36,812 $3.3M
5 Strata Wealth Advisors, LLC 2.15% 86,476 $7.8M
6 Roan Capital Partners 1.43% 17,017 $1.5M
7 Maridea Wealth Management LLC 1.08% 82,000 $7.4M
8 Kathmere Capital Management, LLC 0.51% 90,812 $8.2M
9 Wealthcare Capital Partners, LLC 0.36% 8,410 $763K
10 Wealthcare Advisory Partners LLC 0.33% 186,841 $17.0M
11 Latitude Advisors, LLC 0.21% 4,940 $448K
12 Austin Wealth Management, LLC 0.19% 9,187 $834K
13 XY Planning Network, Inc. 0.11% 7,339 $665K
14 World Investment Advisors 0.04% 26,931 $2.4M
15 Dynamic Advisor Solutions LLC 0.02% 8,036 $729K
16 FSA WEALTH PARTNERS, INC. 0.00% 90 $8K
17 Private Advisor Group, LLC 0.00% 8,762 $795K
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 2,554 $232K
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 (CAOS)

What does the Smart Money Trend signal show for CAOS?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added CAOS 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 CAOS?

More buyers than sellers — 78% buying: Last quarter: 36 funds were net buyers (15 opened a brand new position + 21 added to an existing one). Only 10 were sellers (7 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CAOS holders?

Smaller funds dominant — 0% AUM from top-100: 4 of 47 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 CAOS?

Mostly new holders — 64% entered in last year: Only 2 funds (4%) 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.

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.