Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPINNAKER ETF SERIES (EUAD)

151 + Investors. Track Smart Money conviction in EUAD. 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
↑ +2
Streak
5Q ▲
Buyers last Q
53%

Smart Money Signals — EUAD

Based on 147 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
147 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 — +4800% more funds vs a year ago

fund count last 6Q
+144 new funds entered over the past year (+4800% 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.
🟡

Slight buying edge — 53% buying

82 buying72 selling
Last quarter: 82 funds bought or added vs 72 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 — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 76 → 59 → 37 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 60% entered in last year

1% conviction (2yr+) 39% medium 60% new
Only 2 funds (1%) 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.
📊

Peak discovery — momentum slowing

3 → 76 → 59 → 37 → 33 new funds/Q
New funds entering each quarter: 76 → 59 → 37 → 33. EUAD is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 99% of holders entered in last year

1% veterans 0% 1-2yr 99% new
Of 151 current holders: 149 (99%) 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 — 26% AUM from major funds

26% from top-100 AUM funds
11 of 147 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.5
out of 10
Moderate Exit Risk
Exit risk score 6.5/10 — 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.

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

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

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: EUAD
2026 Q1 Stats Unlock in 22 days 151 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 151 150 0.67%
13F Shares 6M 6M -3.32%
Total Value $247M $285M -13.51%
New Positions 33 37 -4
Increased Positions 52 62 -10
Closed Positions 35 17 +18
Reduced Positions 43 44 -1
Total Calls 2 4 -50.0%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 1.0 0.75 Neutral

Statistics: EUAD

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

151 + investors

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

Top 25 institutional holders of EUAD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 VIEWPOINT INVESTMENT PARTNERS CORP 1.24% 61,423 $2.7M
2 Bright Futures Wealth Management, LLC. 1.23% 44,158 $1.8M
3 Terra Nova Asset Management LLC 0.64% 21,210 $864K
4 OVERSEA-CHINESE BANKING Corp Ltd 0.63% 583,250 $23.4M
5 Bluesphere Advisors LLC 0.44% 30,502 $1.2M
6 Vigil Wealth Management, LLC 0.34% 10,329 $421K
7 Town & Country Bank & Trust CO dba First Bankers Trust CO 0.27% 19,324 $787K
8 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 0.21% 9,451 $385K
9 JAMES INVESTMENT RESEARCH, INC. 0.15% 32,241 $1.3M
10 Castle Rock Wealth Management, LLC 0.14% 15,674 $665K
11 NVWM, LLC 0.14% 15,658 $638K
12 BFI Infinity Ltd. 0.14% 6,093 $248K
13 Spinnaker Investment Group, LLC 0.10% 12,050 $491K
14 OPPENHEIMER & CO INC 0.07% 136,455 $5.6M
15 Prospera Financial Services Inc 0.03% 45,803 $1.9M
16 Roxbury Financial LLC 0.02% 654 $27K
17 Portus Wealth Advisors, LLC 0.02% 521 $21K
18 Clear Creek Financial Management, LLC 0.02% 6,317 $257K
19 Belpointe Asset Management LLC 0.02% 10,695 $436K
20 ALBION FINANCIAL GROUP /UT 0.01% 5,115 $208K
21 Dynamic Advisor Solutions LLC 0.01% 10,223 $416K
22 KINGSWOOD WEALTH ADVISORS, LLC 0.01% 6,550 $267K
23 Janney Montgomery Scott LLC 0.01% 103,120 $4K
24 GenTrust, LLC 0.01% 5,937 $242K
25 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 178,059 $7.3M
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 — 5 quarters in a row: For 5 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?

Slight buying edge — 53% buying: Last quarter: 82 funds bought or added vs 72 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 EUAD holders?

Strong quality — 26% AUM from major funds: 11 of 147 holders rank in the top 100 by AUM, accounting for 26% 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 — 60% entered in last year: Only 2 funds (1%) 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.