Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (QMOM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — QMOM

Based on 67 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their QMOM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
67 hedge funds hold QMOM 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.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

32 buying37 selling
Last quarter: 37 funds reduced or exited vs 32 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 — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 14 → 11 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 33% medium ■ 25% new
28 out of 67 hedge funds have held QMOM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

9 → 11 → 14 → 11 → 10 new funds/Q
New funds entering each quarter: 11 → 14 → 11 → 10. QMOM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 43% veterans vs 37% newcomers

■ 43% veterans ■ 19% 1-2yr ■ 37% new
Entry-cohort mix of 67 holders: 29 (43%) are 2+ year veterans, 13 entered 1–2 years ago, and 25 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
8 of 67 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — QMOM

In 2026 Q1, 32 hedge funds were net buyers of QMOM (10 opened a new position, 22 added to an existing one), while 37 reduced or exited (24 trimmed, 13 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 67.

Hedge Fund Ownership: QMOM

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

Market Analysis: QMOM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QMOM

-- --

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

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

Signal Freshness measures how much QMOM 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 · 79d ago
QMOM
+15.4%
SPY
+13.9%

QMOM outperformed SPY by +1.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
QMOM
+1.9%
SPY
+0.2%

Since the filing became public, QMOM outperformed SPY by +1.7% .

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.

3 top-rated funds 3 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: QMOM
66 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 66 70 -5.71%
13F Shares 3M 3M 3.61%
Total Value $204M $195M 4.71%
New Positions 9 11 -2
Increased Positions 22 30 -8
Closed Positions 13 11 +2
Reduced Positions 24 16 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QMOM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

66 + investors

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

QUARTER:
Top 25 QMOM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Valley Financial Group, Inc. 8.67% 235,260 $16.1M
2 BWM Planning, LLC 3.62% 200,955 $13.7M
3 Revolve Wealth Partners, LLC 3.60% 405,534 $27.7M
4 Commonwealth Financial Services, LLC 3.30% 305,546 $20.9M
5 Vestment Financial LLC 1.72% 47,916 $3.7M
6 JPL Wealth Management, LLC 1.58% 100,812 $6.9M
7 Seed Wealth Management, Inc. 1.45% 30,940 $2.1M
8 Advantage Trust Co 1.36% 44,569 $3.0M
9 Stokes Family Office, LLC 1.21% 171,033 $11.7M
10 L.K. Benson & Company, P.C. 0.61% 27,071 $1.8M
11 Innova Wealth Partners 0.53% 16,322 $1.1M
12 Kathmere Capital Management, LLC 0.43% 101,075 $6.9M
13 Brookwood Investment Group LLC 0.37% 43,954 $3.0M
14 Ethos Financial Group, LLC 0.36% 71,706 $4.9M
15 Baker Boyer National Bank 0.35% 16,993 $1.2M
16 Redwood Family Wealth LLC 0.25% 3,686 $252K
17 Atticus Wealth Management, LLC 0.22% 11,783 $805K
18 XY Planning Network, Inc. 0.21% 18,721 $1.3M
19 Empirical Finance, LLC 0.17% 52,382 $3.6M
20 Cambria Investment Management, L.P. 0.15% 38,800 $2.7M
21 Foundry Financial LLC 0.09% 3,226 $220K
22 Almanack Investment Partners, LLC. 0.08% 7,161 $489K
23 Well Done, LLC 0.07% 7,417 $507K
24 Savvy Advisors, Inc. 0.07% 40,773 $2.8M
25 Gwn Securities INC. 0.06% 4,725 $323K
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 (QMOM)

What does the Smart Money Trend signal show for QMOM?

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

More sellers than buyers — 46% buying: Last quarter: 37 funds reduced or exited vs 32 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 QMOM holders?

Smaller funds dominant — 15% AUM from top-100: 8 of 67 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held QMOM?

42% of holders stayed for 2+ years: 28 out of 67 hedge funds have held QMOM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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

As of today, QMOM has moved +1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.7%. Since the quarter end (March 31, 2026), QMOM has gained +15.4% vs +13.9% 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.

Full history →