Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (FTWO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — FTWO

Based on 29 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FTWO 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 — 94% of 2.8Y peak

94% of all-time peak
29 funds currently hold this stock — 94% of the 2.8-year high of 31 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +81% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+81% 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 — 45% buying

14 buying17 selling
Last quarter: 17 funds reduced or exited vs 14 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.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 8 → 8 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 38% entered in last year

■ 7% conviction (2yr+) ■ 55% medium ■ 38% new
Only 2 funds (7%) 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.
➡️

Steady discovery — ~5 new funds/quarter

6 → 5 → 8 → 8 → 5 new funds/Q
New funds entering each quarter: 5 → 8 → 8 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 62% of holders entered in last year

■ 10% veterans ■ 28% 1-2yr ■ 62% new
Of 29 current holders: 18 (62%) entered in the past year, only 3 (10%) 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.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
5 of 29 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 — FTWO

In 2026 Q2, 14 hedge funds were net buyers of FTWO (5 opened a new position, 9 added to an existing one), while 17 reduced or exited (10 trimmed, 7 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 29.

Hedge Fund Ownership: FTWO

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

Market Analysis: FTWO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTWO

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: FTWO
29 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 29 31 -6.45%
13F Shares 742K 840K -11.68%
Total Value $26M $31M -16.71%
New Positions 5 8 -3
Increased Positions 9 12 -3
Closed Positions 7 3 +4
Reduced Positions 10 5 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTWO

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Financial Highlights

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Institutional Holders (2026 Q2)

29 + investors

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

QUARTER:
Top 25 FTWO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sharpepoint LLC 0.32% 14,586 $631K
2 Grantvest Financial Group LLC 0.24% 9,448 $409K
3 Inscription Capital, LLC 0.13% 34,204 $1.5M
4 Summit Financial, LLC 0.11% 225,075 $9.7M
5 Uptick Partners, LLC 0.06% 8,266 $357K
6 Ethos Financial Group, LLC 0.05% 17,206 $748K
7 StoneX Group Inc. 0.04% 25,226 $1.1M
8 Gts Securities LLC 0.02% 25,376 $1.1M
9 Essex Financial Services, Inc. 0.02% 9,214 $398K
10 Brentview Investment Management LLC 0.02% 1,000 $43K
11 Regatta Research & Money Management 0.02% 400 $17K
12 Trilogy Capital Inc. 0.01% 4,906 $212K
13 Farther Finance Advisors, LLC 0.01% 16,014 $692K
14 Snowden Capital Advisors LLC 0.01% 5,128 $222K
15 Osaic Holdings, INC. 0.00% 70,947 $3.1M
16 AE Wealth Management LLC 0.00% 14,968 $647K
17 Jones Financial Companies Lllp 0.00% 69,514 $3.0M
18 Harbour Investments, INC. 0.00% 1,917 $83K
19 IFG Advisory, LLC 0.00% 680 $29K
20 Copia Wealth Management 0.00% 15 —
21 Steward Partners Investment Advisory, LLC 0.00% 1,000 $43K
22 Jane Street Group, LLC 0.00% 21,267 $920K
23 Susquehanna International Group, LLP 0.00% 17,366 $751K
24 Morgan Stanley 0.00% 592 $26K
25 Wells Fargo & Company/Mn 0.00% 74 $3K
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 (FTWO)

What does the Smart Money Trend signal show for FTWO?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FTWO 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 FTWO?

More sellers than buyers — 45% buying: Last quarter: 17 funds reduced or exited vs 14 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 FTWO holders?

Smaller funds dominant — 12% AUM from top-100: 5 of 29 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FTWO?

Mostly new holders — 38% entered in last year: Only 2 funds (7%) 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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