Ea Series Trust (ORR): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, ORR has moved -0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.1% for the SPY sector ETF — an outperformance of -0.9%. Since the quarter end (March 31, 2026), ORR gained -0.4% vs +13.7% 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.

Ea Series Trust (ORR)

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

Smart Money Signals — ORR

Based on 32 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q

For 4 consecutive quarters, more hedge funds added ORR 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

32 hedge funds hold ORR right now — the highest count in 1.2 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 — +967% more funds vs a year ago

fund count last 5Q

+29 new funds entered over the past year (+967% 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. The peak was reached in just 4 quarters from the low — a sharp move.

🟢

More buyers than sellers — 87% buying

27 buying4 selling

Last quarter: 27 funds were net buyers (20 opened a brand new position + 7 added to an existing one). Only 4 were sellers (3 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter

Funds opening a new ORR position: 2 → 5 → 7 → 20. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 91% entered in last year

■ 0% conviction (2yr+) ■ 9% medium ■ 91% 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.

🚀

Acceleration phase — new buyers rushing in

2 → 5 → 7 → 20 new funds/Q

New funds entering each quarter: 2 → 5 → 7 → 20. 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 — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 34 current holders: 34 (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 — 13% AUM from top-100

13% from top-100 AUM funds

8 of 32 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

7.3

out of 10

High Exit Risk

Exit risk score 7.3/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	32	13	146.15%
13F Shares	2M	814K	156.39%
Total Value	$70M	$28M	149.74%
New Positions	20	7	+13
Increased Positions	7	3	+4
Closed Positions	1	2	-1
Reduced Positions	3	2	+1
Total Calls	1	0	100%
Total Puts	1	0	100%
PUT/CALL Ratio	1.0	0.0	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

146.15%

13F Shares

814K

156.39%

Total Value

$70M

$28M

149.74%

New Positions

+13

Increased Positions

Closed Positions

-1

Reduced Positions

Total Calls

100%

Total Puts

100%

PUT/CALL Ratio

1.0

0.0

Neutral

Institutional Holders (2026 Q1)

32 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ORR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Stapp Wealth Management, Pllc	11.52%	247,585	$9.0M
2	SVRN Asset Management, LLC	7.89%	223,578	$8.1M
3	Militia Capital Management LLC	3.49%	424,411	$15.5M
4	Triton Wealth Management, PLLC	0.99%	72,327	$2.7M
5	Aspen Wealth Strategies, LLC	0.23%	11,718	$427K
6	Gwn Securities INC.	0.18%	25,176	$918K
7	Rps Advisory Solutions LLC	0.16%	7,582	$276K
8	Accurate Wealth Management, LLC	0.13%	29,592	$1.1M
9	Quadrature Capital Ltd	0.07%	162,481	$5.9M
10	World Investment Advisors	0.05%	81,259	$3.0M
11	Gts Securities LLC	0.04%	29,086	$1.1M
12	SHP Wealth Management	0.03%	12,451	$454K
13	Dynamic Advisor Solutions LLC	0.03%	25,987	$947K
14	Two Sigma Securities, LLC	0.03%	6,426	$234K
15	Mather Group, LLC.	0.01%	33,526	$1.2M
16	Compound Planning, Inc.	0.01%	9,004	$328K
17	Schonfeld Strategic Advisors LLC	0.01%	25,421	$927K
18	HighTower Advisors, LLC	0.01%	161,244	$5.9M
19	Group One Trading LLC	0.00%	25,637	$934K
20	&Partners	0.00%	6,600	$241K
21	Simplex Trading, LLC	0.00%	38,892	$1.4M
22	Citadel Advisors LLC	0.00%	119,305	$4.3M
23	Jane Street Group, LLC	0.00%	49,361	$1.8M
24	Citadel Advisors LLC	0.00%	27,100	$988K
25	Envestnet Asset Management Inc	0.00%	16,103	$587K

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 (ORR)

What does the Smart Money Trend signal show for ORR?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added ORR 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 ORR?

More buyers than sellers — 87% buying: Last quarter: 27 funds were net buyers (20 opened a brand new position + 7 added to an existing one). Only 4 were sellers (3 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ORR holders?

Smaller funds dominant — 13% AUM from top-100: 8 of 32 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ORR?

Mostly new holders — 91% 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 (ORR) following the 2026 Q1 hedge fund 13F filings?

As of today, ORR has moved -0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.1% for the SPY sector ETF — an outperformance of -0.9%. Since the quarter end (March 31, 2026), ORR has gained -0.4% vs +13.7% 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.

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Ea Series Trust (ORR)

Smart Money Signals — ORR

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +967% more funds vs a year ago

More buyers than sellers — 87% buying

More new buyers each quarter (+13 vs last Q)

Mostly new holders — 91% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 100% of holders entered in last year

Smaller funds dominant — 13% AUM from top-100

Institutional Sentiment Summary — ORR

Hedge Fund Ownership: ORR

Market Analysis: ORR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ORR

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

Hedge Fund Positioning: ORR

Statistics: ORR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ea Series Trust (ORR)

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