Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spinnaker ETF Series (EUAD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
7Q ▲
Buyers last Q
46%

Smart Money Signals — EUAD

Based on 182 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added EUAD 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
182 hedge funds hold EUAD 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 — +40% more funds vs a year ago

fund count last 6Q
+52 new funds entered over the past year (+40% 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 sellers than buyers — 46% buying

76 buying88 selling
Last quarter: 88 funds reduced or exited vs 76 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.
⚠️

Fewer new buyers each quarter (-16 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 38 → 34 → 46 → 30. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 42% entered in last year

■ 2% conviction (2yr+) ■ 56% medium ■ 42% new
Only 3 funds (2%) 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.
💰

Price up while funds trimmed (+36% value, -1% shares)

Value
+36%
Shares
0%
Last quarter: total value of institutional EUAD holdings rose +36% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~30 new funds/quarter

63 → 38 → 34 → 46 → 30 new funds/Q
New funds entering each quarter: 38 → 34 → 46 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 66% of holders entered in last year

■ 1% veterans ■ 33% 1-2yr ■ 66% new
Of 184 current holders: 122 (66%) entered in the past year, only 2 (1%) 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.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
22 of 180 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — EUAD

In 2026 Q2, 76 hedge funds were net buyers of EUAD (30 opened a new position, 46 added to an existing one), while 88 reduced or exited (61 trimmed, 27 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 31% of total institutional value in EUAD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 182.

Hedge Fund Ownership: EUAD

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

Market Analysis: EUAD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EUAD

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 2 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: EUAD
180 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 180 179 0.56%
13F Shares 10M 11M -0.69%
Total Value $573M $420M 36.41%
New Positions 30 46 -16
Increased Positions 44 70 -26
Closed Positions 27 18 +9
Reduced Positions 61 28 +33
Total Calls 3 2 50.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.33 1.0 Bullish

Statistics: EUAD

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Institutional Holders (2026 Q2)

180 + investors

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

QUARTER:
Top 25 EUAD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Adams Wealth Management 2.85% 353,280 $14.9M
2 CacheTech Inc. 2.60% 380,878 $16.1M
3 Sharpepoint LLC 2.47% 117,076 $4.9M
4 J.Safra Asset Management Corp 1.95% 1,002,216 $42.3M
5 Viewpoint Investment Partners Corp 0.98% 62,261 $2.8M
6 Robinhood Asset Management, LLC 0.96% 427,481 $18.0M
7 Creek Drive Management Group LLC 0.96% 47,000 $2.0M
8 Bright Futures Wealth Management, LLC. 0.89% 32,517 $1.4M
9 Patten & Patten Inc/Tn 0.68% 305,520 $12.9M
10 Terra Nova Asset Management LLC 0.58% 22,395 $945K
11 OVERSEA-CHINESE BANKING Corp Ltd 0.55% 608,379 $25.5M
12 Bluesphere Advisors LLC 0.42% 31,963 $1.3M
13 Trek Financial, LLC 0.36% 174,324 $7.4M
14 Ethos Financial Group, LLC 0.34% 117,250 $5.2M
15 Pilgrim Partners Asia Pte Ltd 0.31% 17,400 $734K
16 Vigil Wealth Management, LLC 0.31% 10,329 $436K
17 Scarborough Advisors, LLC 0.21% 45,072 $1.9M
18 Financial Sense Advisors, Inc. 0.18% 21,509 $907K
19 Foresight Capital Management Advisors, INC. 0.17% 8,089 $341K
20 Financial Security Advisor, Inc. 0.17% 24,121 $1.0M
21 PW Nova Financial Services LLC 0.16% 18,037 $761K
22 Raab & Moskowitz Asset Management LLC 0.14% 17,011 $718K
23 Nvwm, LLC 0.13% 15,702 $662K
24 James Investment Research, INC. 0.13% 29,199 $1.2M
25 Ssa Swiss Advisors AG 0.12% 6,521 $266K
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 — Spinnaker ETF Series (EUAD)

What does the Smart Money Trend signal show for EUAD?

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

More sellers than buyers — 46% buying: Last quarter: 88 funds reduced or exited vs 76 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 EUAD holders?

Strong quality — 31% AUM from major funds: 22 of 180 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EUAD?

Mostly new holders — 42% entered in last year: Only 3 funds (2%) 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.

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