Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (GEW)

29 + Investors. Track Smart Money conviction in GEW. 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 — GEW

Based on 29 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 2Q
For 1 consecutive quarter, more hedge funds reduced or closed their GEW 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 0.8Y peak

94% of all-time peak
29 funds currently hold this stock — 94% of the 0.8-year high of 31 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🟠

More sellers than buyers — 45% buying

5 buying6 selling
Last quarter: 6 funds reduced or exited vs 5 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 (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 11 → 1. 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 — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) 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.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 29 current holders: 29 (100%) entered in the past year, only 0 (0%) 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 — 0% AUM from top-100

0% from top-100 AUM funds
2 of 29 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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.

Institutional Sentiment Summary — GEW

In 2026 Q1, 5 hedge funds were net buyers of GEW (1 opened a new position, 4 added to an existing one), while 6 reduced or exited (3 trimmed, 3 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: GEW

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

Market Analysis: GEW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GEW

-- --

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

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

Signal Freshness measures how much GEW 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 · 89d ago
GEW
+7.7%
SPY
+12.4%

GEW outperformed SPY by -4.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago
GEW
+1.1%
SPY
-1.1%

Since the filing became public, GEW outperformed SPY by +2.2% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: GEW
29 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 29 31 -6.45%
13F Shares 1M 1M -3.08%
Total Value $59M $67M -11.71%
New Positions 1 11 -10
Increased Positions 4 2 +2
Closed Positions 3 3 -
Reduced Positions 3 3 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GEW

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

29 + investors

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

QUARTER:
Top 25 GEW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Entrewealth, LLC 1.03% 45,512 $2.3M
2 Paul R. Ried Financial Group, LLC 0.84% 35,666 $1.8M
3 Fiducient Advisors LLC 0.83% 126,131 $6.4M
4 Private Wealth Asset Management, LLC 0.65% 121,210 $6.1M
5 Aspect Partners, LLC 0.63% 30,742 $1.6M
6 One Plus One Wealth Management, LLC 0.44% 20,922 $1.1M
7 WESCAP Management Group, Inc. 0.38% 38,397 $1.9M
8 Twin Peaks Wealth Advisors, LLC 0.32% 25,569 $1.3M
9 Nvest Wealth Strategies, Inc. 0.30% 8,437 $425K
10 Prism Advisors, Inc. 0.28% 20,560 $1.0M
11 General Partner, Inc. 0.26% 8,555 $431K
12 Empirical Asset Management, LLC 0.26% 19,537 $985K
13 Berger Financial Group, Inc 0.24% 84,265 $4.2M
14 Greenspring Advisors, LLC 0.16% 53,121 $2.7M
15 Cahill Financial Advisors Inc 0.14% 25,509 $1.3M
16 Walkner Condon Financial Advisors LLC 0.13% 18,944 $955K
17 Well Done, LLC 0.08% 10,682 $539K
18 Cresset Asset Management, LLC 0.07% 317,521 $16.0M
19 Parkside Financial Bank & Trust 0.06% 15,535 $783K
20 Daymark Wealth Partners, LLC 0.04% 26,199 $1.3M
21 Exchange Traded Concepts, LLC 0.02% 64,000 $3.2M
22 Chicago Partners Investment Group LLC 0.02% 16,265 $870K
23 Wealthcare Advisory Partners LLC 0.01% 10,126 $511K
24 Blair William & Co/Il 0.00% 10,250 $517K
25 HighTower Advisors, LLC 0.00% 16,553 $835K
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 (GEW)

What does the Smart Money Trend signal show for GEW?

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

More sellers than buyers — 45% buying: Last quarter: 6 funds reduced or exited vs 5 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 GEW holders?

Smaller funds dominant — 0% AUM from top-100: 2 of 29 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GEW?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) 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 Ea Series Trust (GEW) following the 2026 Q1 hedge fund 13F filings?

As of today, GEW has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of +2.2%. Since the quarter end (March 31, 2026), GEW has gained +7.7% vs +12.4% 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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