Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (FRDM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +47
Streak
11Q ▲
Buyers last Q
68%

Smart Money Signals — FRDM

Based on 273 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added FRDM 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
273 hedge funds hold FRDM 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 — +102% more funds vs a year ago

fund count last 6Q
+138 new funds entered over the past year (+102% 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 — 68% buying

183 buying86 selling
Last quarter: 183 funds were net buyers (68 opened a brand new position + 115 added to an existing one). Only 86 were sellers (65 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new FRDM position: 30 → 38 → 53 → 68. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 28% long-term, 48% new

■ 28% conviction (2yr+) ■ 24% medium ■ 48% new
Of the 273 current holders: 76 (28%) held >2 years, 65 held 1–2 years, and 132 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

22 → 30 → 38 → 53 → 68 new funds/Q
New funds entering each quarter: 30 → 38 → 53 → 68. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 55% of holders entered in last year

■ 29% veterans ■ 16% 1-2yr ■ 55% new
Of 275 current holders: 151 (55%) entered in the past year, only 81 (29%) 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 — 20% AUM from major funds

20% from top-100 AUM funds
17 of 273 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — 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 — FRDM

In 2026 Q1, 183 hedge funds were net buyers of FRDM (68 opened a new position, 115 added to an existing one), while 86 reduced or exited (65 trimmed, 21 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 20% of total institutional value in FRDM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +47 funds (more new holders than closures). Total institutional holders: 273.

Hedge Fund Ownership: FRDM

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

Market Analysis: FRDM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FRDM

-- --

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

Is It Too Late to Buy Ea Series Trust (FRDM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FRDM 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 · 78d ago
FRDM
+35.5%
SPY
+15.9%

FRDM outperformed SPY by +19.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
FRDM
+12.8%
SPY
+2.0%

Since the filing became public, FRDM outperformed SPY by +10.8% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 19 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: FRDM
270 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 270 226 19.47%
13F Shares 33M 26M 28.01%
Total Value $1.77B $1.33B 33.5%
New Positions 67 53 +14
Increased Positions 114 102 +12
Closed Positions 23 8 +15
Reduced Positions 65 44 +21
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: FRDM

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Institutional Holders (2026 Q1)

270 + investors

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

QUARTER:
Top 25 FRDM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ellevest, Inc. 7.87% 1,035,228 $56.6M
2 Yardley Wealth Management LLC 7.72% 275,517 $15.1M
3 Mainstay Capital Management LLC /Adv 7.68% 1,823,216 $99.6M
4 Investment Planning Advisors, Inc. 7.08% 470,311 $25.7M
5 Coyle Financial Counsel LLC 6.75% 583,848 $31.9M
6 Longview Financial Advisors, Inc. 5.93% 177,464 $9.7M
7 Enzi Wealth 5.57% 293,511 $16.0M
8 Pearl Planning LLC 5.15% 176,261 $9.6M
9 Wright Wealth LLC 4.50% 123,110 $6.7M
10 Retirement Planning Group, LLC 4.32% 2,549,629 $139.3M
11 Womack Financial LLC 4.28% 106,453 $5.8M
12 Harbour Wealth Management Group, Inc. 4.12% 100,166 $5.5M
13 Philadelphia Investment Partners, LLC 4.12% 110,782 $6.1M
14 Oath Planning, LLC 3.60% 74,055 $4.0M
15 Tanglewood Wealth Management, Inc. 3.58% 790,796 $43.2M
16 Tableaux LLC 3.54% 133,674 $7.3M
17 Muhlenkamp & Co Inc 3.41% 236,825 $12.9M
18 Smallwood Wealth Investment Management, LLC 3.33% 115,760 $6.3M
19 Adamsbrown Wealth Consultants LLC 3.30% 228,637 $12.5M
20 Quarry Hill Advisors, LLC 3.08% 118,355 $7.5M
21 Trademark Financial Management, LLC 3.06% 114,144 $6.2M
22 Sunrise Financial Services, LLC 3.06% 78,885 $4.3M
23 Mayport, LLC 3.01% 296,252 $16.2M
24 Legacy Financial Advisors, Inc. 2.96% 386,706 $21.1M
25 Lumbard & Kellner, LLC 2.91% 153,507 $8.4M
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 (FRDM)

What does the Smart Money Trend signal show for FRDM?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added FRDM 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 FRDM?

More buyers than sellers — 68% buying: Last quarter: 183 funds were net buyers (68 opened a brand new position + 115 added to an existing one). Only 86 were sellers (65 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FRDM holders?

Strong quality — 20% AUM from major funds: 17 of 273 holders rank in the top 100 by AUM, accounting for 20% 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 FRDM?

Mixed — 28% long-term, 48% new: Of the 273 current holders: 76 (28%) held >2 years, 65 held 1–2 years, and 132 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, FRDM has moved +12.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +10.8%. Since the quarter end (March 31, 2026), FRDM has gained +35.5% vs +15.9% for SPY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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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