Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spinnaker ETF Series (EUAD)

176 + 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
↑ +29
Streak
6Q ▲
Buyers last Q
71%

Smart Money Signals — EUAD

Based on 179 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 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
179 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 — +124% more funds vs a year ago

fund count last 6Q
+99 new funds entered over the past year (+124% 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 buyers than sellers — 71% buying

116 buying47 selling
Last quarter: 116 funds were net buyers (46 opened a brand new position + 70 added to an existing one). Only 47 were sellers (30 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new EUAD position: 62 → 38 → 34 → 46. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 49% entered in last year

2% conviction (2yr+) 49% medium 49% 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.
📊

Peak discovery — momentum slowing

77 → 62 → 38 → 34 → 46 new funds/Q
New funds entering each quarter: 62 → 38 → 34 → 46. 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 — 96% of holders entered in last year

1% veterans 3% 1-2yr 96% new
Of 183 current holders: 176 (96%) 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.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
21 of 179 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in EUAD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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 Q1, 116 hedge funds were net buyers of EUAD (46 opened a new position, 70 added to an existing one), while 47 reduced or exited (30 trimmed, 17 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in EUAD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +29 funds (more new holders than closures). Total institutional holders: 179.

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

-- --

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

Is It Too Late to Buy Spinnaker ETF Series (EUAD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EUAD has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
EUAD
+1.0%
SPY
+14.1%

EUAD outperformed SPY by -13.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
EUAD
+5.3%
SPY
+0.3%

Since the filing became public, EUAD outperformed SPY by +5.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
1.9
/ 10
conviction
Hedge Fund Positioning: EUAD
176 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 176 150 17.33%
13F Shares 10M 6M 64.9%
Total Value $419M $267M 57.16%
New Positions 44 34 +10
Increased Positions 69 49 +20
Closed Positions 18 33 -15
Reduced Positions 28 39 -11
Total Calls 2 2 -
Total Puts 2 2 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: EUAD

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Institutional Holders (2026 Q1)

176 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Adams Wealth Management 3.00% 334,839 $13.6M
2 CacheTech Inc. 2.78% 354,609 $14.4M
3 Sharpepoint LLC 2.31% 94,984 $3.9M
4 J.Safra Asset Management Corp 2.14% 973,381 $39.7M
5 Viewpoint Investment Partners Corp 1.24% 61,423 $2.7M
6 Bright Futures Wealth Management, LLC. 1.23% 44,158 $1.8M
7 MYDA Advisors LLC 0.94% 140,000 $5.7M
8 Patten & Patten Inc/Tn 0.67% 272,380 $11.1M
9 Avalon Capital Management 0.65% 56,937 $2.3M
10 Terra Nova Asset Management LLC 0.64% 21,210 $864K
11 OVERSEA-CHINESE BANKING Corp Ltd 0.63% 583,250 $23.4M
12 Bluesphere Advisors LLC 0.44% 30,502 $1.2M
13 Index Technologies Group LLC 0.41% 9,162 $373K
14 Ethos Financial Group, LLC 0.37% 122,710 $5.0M
15 Lavelle Capital LP 0.34% 13,568 $553K
16 Vigil Wealth Management, LLC 0.34% 10,329 $421K
17 Town & Country Bank & Trust CO dba First Bankers Trust CO 0.27% 19,324 $787K
18 Pilgrim Partners Asia Pte Ltd 0.24% 14,600 $595K
19 Quantum Portfolio Management LLC 0.22% 12,654 $516K
20 Foresight Capital Management Advisors, INC. 0.21% 9,451 $385K
21 Scarborough Advisors, LLC 0.20% 45,792 $1.9M
22 Financial Sense Advisors, Inc. 0.20% 24,361 $992K
23 Castleark Management LLC 0.20% 147,000 $6.0M
24 Financial Security Advisor, Inc. 0.20% 26,228 $1.1M
25 Alphadyne Asset Management LP 0.15% 209,079 $8.5M
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 — 6 quarters in a row: For 6 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 buyers than sellers — 71% buying: Last quarter: 116 funds were net buyers (46 opened a brand new position + 70 added to an existing one). Only 47 were sellers (30 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EUAD holders?

Elite ownership — 44% AUM from top-100 funds: 21 of 179 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in EUAD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EUAD?

Mostly new holders — 49% 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.

Is it too late to buy Spinnaker ETF Series (EUAD) following the 2026 Q1 hedge fund 13F filings?

As of today, EUAD has moved +5.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +5.0%. Since the quarter end (March 31, 2026), EUAD has gained +1.0% vs +14.1% 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.

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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