Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EA SERIES TRUST (DRLL)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
4Q ▼
Buyers last Q
37%

Smart Money Signals — DRLL

Based on 89 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds reduced or closed their DRLL 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 — 76% of 3.0Y peak

76% of all-time peak
89 funds currently hold this stock — 76% of the 3.0-year high of 117 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 21% fewer funds vs a year ago

fund count last 6Q
24 fewer hedge funds hold DRLL compared to a year ago (-21% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 37% buying

28 buying48 selling
Last quarter: 48 funds sold vs only 28 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~12 new funds per quarter

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

60% of holders stayed for 2+ years

60% conviction (2yr+) 28% medium 12% new
53 out of 89 hedge funds have held DRLL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~12 new funds/quarter

19 → 11 → 11 → 10 → 12 new funds/Q
New funds entering each quarter: 11 → 11 → 10 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 57% of holders stayed 2+ years

57% veterans 21% 1-2yr 21% new
Of 89 current holders: 51 (57%) 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 — 14% AUM from top-100

14% from top-100 AUM funds
10 of 89 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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.

Hedge Fund Ownership: DRLL

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

Market Analysis: DRLL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DRLL

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

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: DRLL
2026 Q1 Stats Unlock in 21 days 89 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 89 95 -6.32%
13F Shares 2M 1M 57.15%
Total Value $52M $33M 55.85%
New Positions 12 10 +2
Increased Positions 16 27 -11
Closed Positions 18 15 +3
Reduced Positions 30 26 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DRLL

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

89 + investors

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

Top 25 institutional holders of DRLL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Argos Wealth Advisors, LLC 0.55% 48,258 $1.9M
2 Heritage Wealth Management, Inc. 0.22% 11,504 $454K
3 Vigilare Wealth Management 0.18% 13,470 $532K
4 FINANCIAL MANAGEMENT NETWORK INC 0.18% 31,943 $1.2M
5 Sage Capital Management, LLC 0.10% 5,507 $217K
6 WHITENER CAPITAL MANAGEMENT, INC. 0.10% 11,015 $435K
7 BURNS J W & CO INC/NY 0.02% 5,400 $213K
8 Indiana Trust & Investment Management Co 0.01% 1,140 $45K
9 Trilogy Capital Inc. 0.01% 6,611 $261K
10 Advance Capital Management, Inc. 0.01% 5,230 $206K
11 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 0.01% 1,000 $39K
12 HOWE & RUSLING INC 0.00% 1,875 $74K
13 SRH ADVISORS, LLC 0.00% 334 $13K
14 DUNCKER STREETT & CO INC 0.00% 500 $20K
15 Concurrent Investment Advisors, LLC 0.00% 7,156 $282K
16 Nova Wealth Management, Inc. 0.00% 100 $4K
17 FINANCIAL CONSULATE, INC 0.00% 471 $19K
18 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 882 $35K
19 IFP Advisors, Inc 0.00% 2,039 $80K
20 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 25,815 $1.0M
21 GODSEY & GIBB, INC 0.00% 410 $16K
22 Trust Co 0.00% 355 $14K
23 Spire Wealth Management 0.00% 825 $33K
24 NBC SECURITIES, INC. 0.00% 338 $13K
25 BROWN, LISLE/CUMMINGS, INC. 0.00% 100 $4K
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 (DRLL)

What does the Smart Money Trend signal show for DRLL?

Selling streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds reduced or closed their DRLL 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 DRLL?

Heavy selling pressure — only 37% buying: Last quarter: 48 funds sold vs only 28 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for DRLL holders?

Smaller funds dominant — 14% AUM from top-100: 10 of 89 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DRLL?

60% of holders stayed for 2+ years: 53 out of 89 hedge funds have held DRLL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.