Stock Analysis

Data Source: SEC EDGAR 13F

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Ea Series Trust (CDIG)

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

As of today, CDIG has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), CDIG gained nan% vs +15.1% 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.

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

Net Flow Q/Q

↓ -1

Streak

1Q ▼

Buyers last Q

64%

Smart Money Signals — CDIG

Based on 9 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 2Q

For 1 consecutive quarter, more hedge funds reduced or closed their CDIG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 90% of 0.8Y peak

90% of all-time peak

9 funds currently hold this stock — 90% of the 0.8-year high of 10 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🟢

More buyers than sellers — 64% buying

9 buying5 selling

Last quarter: 9 funds were net buyers (4 opened a brand new position + 5 added to an existing one). Only 5 were sellers (0 trimmed + 5 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: 7 → 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 9 current holders: 9 (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 — 1% AUM from top-100

1% from top-100 AUM funds

1 of 9 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.

5.0

out of 10

Moderate Exit Risk

Exit risk score 5.0/10 — 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 — CDIG

In 2026 Q1, 9 hedge funds were net buyers of CDIG (4 opened a new position, 5 added to an existing one), while 5 reduced or exited (5 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 9.

Hedge Fund Ownership: CDIG

How many hedge funds hold CDIG — quarterly history vs. share price

Quarterly hedge fund ownership of CDIG vs. share price

Stock Performance

Real-time

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

Signal Freshness measures how much CDIG 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 · 81d ago

CDIG

nan%

SPY

+15.1%

CDIG outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago

CDIG

nan%

SPY

+1.3%

Since the filing became public, CDIG outperformed SPY by nan% .

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 0 high-conviction

Consensus

0.0

/ 10

breadth

Elite

0.4

/ 10

conviction

Hedge Fund Positioning: CDIG

9 + Investors

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

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	9	10	-10.0%
13F Shares	1M	1M	17.22%
Total Value	$33M	$29M	16.09%
New Positions	4	7	-3
Increased Positions	5	3	+2
Closed Positions	5	0	+5
Reduced Positions	0	0	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Statistics: CDIG

Valuation Measures Data as of: --

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Financial Highlights

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Institutional Holders (2026 Q1)

9 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 8 CDIG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Allegheny Financial Group	4.03%	1,202,997	$29.9M
2	Lakeridge Wealth Management LLC	0.71%	66,571	$1.7M
3	Cascade Investment Group, INC.	0.38%	23,373	$580K
4	Farther Finance Advisors, LLC	0.01%	33,287	$828K
5	World Investment Advisors	0.00%	10,486	$260K
6	Huntington National Bank	0.00%	858	$21K
7	Osaic Holdings, INC.	0.00%	1,735	$43K
8	Envestnet Asset Management Inc	0.00%	9,289	$231K

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 (CDIG)

What does the Smart Money Trend signal show for CDIG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CDIG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CDIG?

More buyers than sellers — 64% buying: Last quarter: 9 funds were net buyers (4 opened a brand new position + 5 added to an existing one). Only 5 were sellers (0 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CDIG holders?

Smaller funds dominant — 1% AUM from top-100: 1 of 9 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 CDIG?

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 (CDIG) following the 2026 Q1 hedge fund 13F filings?

As of today, CDIG has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), CDIG has gained nan% vs +15.1% 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.