Ea Series Trust (CHGX): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, CHGX 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), CHGX 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.

Ea Series Trust (CHGX)

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

Smart Money Signals — CHGX

Based on 42 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 4Q

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

🏔️

At the ownership peak (95% of max)

95% of all-time peak

42 hedge funds hold CHGX right now — the highest count in 1.2 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 — +4100% more funds vs a year ago

fund count last 5Q

+41 new funds entered over the past year (+4100% 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. The peak was reached in just 3 quarters from the low — a sharp move.

🟠

More sellers than buyers — 49% buying

17 buying18 selling

Last quarter: 18 funds reduced or exited vs 17 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 39 → 8 → 7 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 36% entered in last year

■ 0% conviction (2yr+) ■ 64% medium ■ 36% 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.

💎

Buying through price weakness — shares +11%, value -18%

Value

-17%

+10%

Last quarter: funds added +11% more shares while total portfolio value only changed -18%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

⚠️

Saturation — most institutions already know this story

39 → 8 → 7 → 6 new funds/Q

New funds entering each quarter: 39 → 8 → 7 → 6. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 42 current holders: 42 (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 — 8% AUM from top-100

8% from top-100 AUM funds

8 of 42 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.

4.8

out of 10

Moderate Exit Risk

Exit risk score 4.8/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	41	44	-6.82%
13F Shares	2M	2M	10.47%
Total Value	$44M	$54M	-17.98%
New Positions	6	7	-1
Increased Positions	11	13	-2
Closed Positions	9	5	+4
Reduced Positions	10	12	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

-6.82%

13F Shares

10.47%

Total Value

$44M

$54M

-17.98%

New Positions

-1

Increased Positions

-2

Closed Positions

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

41 + 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 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Stance Capital LLC	3.46%	266,204	$7.1M
2	Westfuller Advisors, LLC	1.29%	111,747	$3.0M
3	First Affirmative Financial Network	0.59%	45,592	$1.2M
4	PFG Investments, LLC	0.53%	425,708	$11.4M
5	Aegis Wealth Management LLC	0.22%	14,096	$378K
6	Seeds Investor LLC	0.19%	47,904	$1.4M
7	LaSalle St. Investment Advisors, LLC	0.14%	38,249	$1.0M
8	World Investment Advisors	0.09%	206,809	$5.5M
9	Millstone Evans Group, LLC	0.08%	4,699	$126K
10	Rossby Financial, LCC	0.04%	7,455	$202K
11	Mirae Asset Securities (usa) INC.	0.04%	35,863	$962K
12	WCG Wealth Advisors LLC	0.03%	37,913	$1.0M
13	TFC Financial Management, Inc.	0.01%	4,522	$121K
14	Tower Research Capital LLC (TRC)	0.01%	20,279	$544K
15	Private Advisor Group, LLC	0.01%	70,947	$1.9M
16	Laird Norton Wetherby Trust Company, LLC	0.01%	14,925	$400K
17	Asset Dedication, LLC	0.01%	4,115	$110K
18	Ascentis Independent Advisors	0.00%	2,376	$64K
19	Sanctuary Advisors, LLC	0.00%	22,769	$611K
20	Pathstone Holdings, LLC	0.00%	27,164	$729K
21	Commonwealth Equity Services, LLC	0.00%	76,840	$2.1M
22	Farther Finance Advisors, LLC	0.00%	5,641	$153K
23	HighTower Advisors, LLC	0.00%	19,396	$520K
24	LPL Financial LLC	0.00%	66,399	$1.8M
25	Steward Partners Investment Advisory, LLC	0.00%	3,159	$85K

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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CHGX 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 CHGX?

More sellers than buyers — 49% buying: Last quarter: 18 funds reduced or exited vs 17 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CHGX holders?

Smaller funds dominant — 8% AUM from top-100: 8 of 42 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 — 36% 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 Q1 hedge fund 13F filings?

As of today, CHGX 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), CHGX 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.

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Ea Series Trust (CHGX)

Smart Money Signals — CHGX

Selling streak — 1 quarter in a row

At the ownership peak (95% of max)

Fast accumulation — +4100% more funds vs a year ago

More sellers than buyers — 49% buying

Steady new buyers — ~6 new funds per quarter

Mostly new holders — 36% entered in last year

Buying through price weakness — shares +11%, value -18%

Saturation — most institutions already know this story

Early stage — 100% 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 Q1)

Frequently Asked Questions — Ea Series Trust (CHGX)

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