Ea Series Trust (CHGX) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ea Series Trust (CHGX) following the 2026 Q2 hedge fund 13F filings?

As of today, CHGX has moved -2.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (June 30, 2026), CHGX gained +0.3% vs +3.1% 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.

Ea Series Trust (CHGX)

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

Smart Money Signals — CHGX

Based on 46 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 5Q

For 1 consecutive quarter, more hedge funds added CHGX 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

46 hedge funds hold CHGX right now — the highest count in 1.5 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.

📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q

+6 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 58% buying

21 buying15 selling

Last quarter: 21 funds bought or added vs 15 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 — ~10 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 8 → 7 → 6 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 33% entered in last year

■ 0% conviction (2yr+) ■ 67% medium ■ 33% 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.

💰

Value +43% but shares only +17% — price-driven

Value

+43%

+16%

Last quarter: the total dollar value of institutional holdings rose +43%, but actual share count only changed +17%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

➡️

Steady discovery — ~10 new funds/quarter

39 → 8 → 7 → 6 → 10 new funds/Q

New funds entering each quarter: 8 → 7 → 6 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 98% of holders entered in last year

■ 0% veterans ■ 2% 1-2yr ■ 98% new

Of 46 current holders: 45 (98%) 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 — 8% AUM from top-100

8% from top-100 AUM funds

9 of 45 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	45	42	7.14%
13F Shares	3M	2M	16.86%
Total Value	$64M	$45M	43.34%
New Positions	10	6	+4
Increased Positions	11	11	-
Closed Positions	6	8	-2
Reduced Positions	9	10	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

7.14%

13F Shares

16.86%

Total Value

$64M

$45M

43.34%

New Positions

Increased Positions

Closed Positions

-2

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

45 + investors

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

QUARTER:

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

Top 25 CHGX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Stance Capital LLC	2.75%	272,253	$9.0M
2	Westfuller Advisors, LLC	1.27%	104,651	$3.5M
3	PFG Investments, LLC	0.60%	465,343	$15.5M
4	WCG Wealth Advisors LLC	0.28%	360,215	$12.0M
5	Aegis Wealth Management LLC	0.22%	14,096	$468K
6	Seeds Investor LLC	0.21%	62,295	$2.1M
7	LaSalle St. Investment Advisors, LLC	0.16%	39,488	$1.3M
8	World Investment Advisors	0.09%	206,809	$5.5M
9	Millstone Evans Group, LLC	0.08%	4,699	$156K
10	New Insight Wealth Advisors	0.06%	6,073	$202K
11	Rossby Financial, LCC	0.05%	7,774	$258K
12	Moss Adams Wealth Advisors LLC	0.04%	18,986	$630K
13	TFC Financial Management, Inc.	0.02%	4,522	$150K
14	Laird Norton Wetherby Trust Company, LLC	0.01%	14,925	$496K
15	Mirae Asset Securities (usa) INC.	0.01%	9,760	$324K
16	Asset Dedication, LLC	0.01%	4,115	$137K
17	Modern Wealth Management, LLC	0.01%	16,451	$546K
18	Commonwealth Equity Services, LLC	0.00%	71,013	$2.4M
19	Sankala Group LLC	0.00%	124	$4K
20	Farther Finance Advisors, LLC	0.00%	10,649	$354K
21	Pathstone Holdings, LLC	0.00%	27,164	$902K
22	Sanctuary Advisors, LLC	0.00%	13,582	$451K
23	Osaic Holdings, INC.	0.00%	30,496	$1.0M
24	HighTower Advisors, LLC	0.00%	19,523	$648K
25	Steward Partners Investment Advisory, LLC	0.00%	3,159	$105K

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 (CHGX)

What does the Smart Money Trend signal show for CHGX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CHGX 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 CHGX?

Slight buying edge — 58% buying: Last quarter: 21 funds bought or added vs 15 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 CHGX holders?

Smaller funds dominant — 8% AUM from top-100: 9 of 45 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 CHGX?

Mostly new holders — 33% 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 (CHGX) following the 2026 Q2 hedge fund 13F filings?

As of today, CHGX has moved -2.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (June 30, 2026), CHGX has gained +0.3% vs +3.1% 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.

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Ea Series Trust (CHGX)

Smart Money Signals — CHGX

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +15% more funds vs a year ago

Slight buying edge — 58% buying

Steady new buyers — ~10 new funds per quarter

Mostly new holders — 33% entered in last year

Value +43% but shares only +17% — price-driven

Steady discovery — ~10 new funds/quarter

Early stage — 98% of holders entered in last year

Smaller funds dominant — 8% AUM from top-100

Institutional Sentiment Summary — CHGX

Hedge Fund Ownership: CHGX

Market Analysis: CHGX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CHGX

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

Hedge Fund Positioning: CHGX

Statistics: CHGX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ea Series Trust (CHGX)

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