Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EA SERIES TRUST (QVAL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
67%

Smart Money Signals — QVAL

Based on 64 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added QVAL 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
64 hedge funds hold QVAL 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 — +7% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 67% buying

38 buying19 selling
Last quarter: 38 funds were net buyers (12 opened a brand new position + 26 added to an existing one). Only 19 were sellers (12 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 3 → 8 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 22% medium ■ 23% new
35 out of 64 hedge funds have held QVAL 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.
📈

Growing discovery — still being found

7 → 6 → 3 → 8 → 12 new funds/Q
New funds entering each quarter: 6 → 3 → 8 → 12. A growing number of institutions are discovering QVAL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 47% of holders stayed 2+ years

■ 47% veterans ■ 17% 1-2yr ■ 36% new
Of 64 current holders: 30 (47%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
9 of 64 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Hedge Fund Ownership: QVAL

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

Market Analysis: QVAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QVAL

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 4 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: QVAL
2026 Q1 Stats Unlock in 15 days 64 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 64 59 8.47%
13F Shares 6M 5M 16.8%
Total Value $294M $240M 22.07%
New Positions 12 8 +4
Increased Positions 26 21 +5
Closed Positions 7 5 +2
Reduced Positions 12 19 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QVAL

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Valuation Measures Data as of: --

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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 --
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Institutional Holders (2026 Q1)

64 + investors

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

Top 25 institutional holders of QVAL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strid Group, LLC 11.00% 1,702,272 $88.8M
2 BWM Planning, LLC 3.99% 290,340 $15.1M
3 One Degree Advisors Inc 2.45% 179,417 $9K
4 Vestment Financial LLC 1.69% 64,824 $3.6M
5 ONE PLUS ONE WEALTH MANAGEMENT, LLC 1.49% 67,627 $3.5M
6 QUARRY HILL ADVISORS, LLC 1.21% 53,176 $2.9M
7 Well Done, LLC 1.17% 152,531 $8.0M
8 Ethos Financial Group, LLC 0.99% 260,869 $13.6M
9 L.K. Benson & Company, P.C. 0.65% 37,998 $2.0M
10 Innova Wealth Partners 0.52% 20,957 $1.1M
11 Kathmere Capital Management, LLC 0.49% 153,444 $8.0M
12 Stratos Wealth Advisors, LLC 0.41% 128,778 $6.7M
13 BAKER BOYER NATIONAL BANK 0.39% 25,006 $1.3M
14 Meredith Wealth Planning 0.35% 24,840 $1.3M
15 Warren Street Wealth Advisors, LLC 0.25% 19,026 $992K
16 XY Planning Network, Inc. 0.21% 24,845 $1.3M
17 Aspect Partners, LLC 0.17% 8,077 $421K
18 SRH ADVISORS, LLC 0.04% 2,400 $125K
19 Moisand Fitzgerald Tamayo, LLC 0.02% 4,430 $231K
20 Belpointe Asset Management LLC 0.02% 12,105 $631K
21 Vise Technologies, Inc. 0.01% 6,016 $294K
22 Cambridge Investment Research Advisors, Inc. 0.00% 11,007 —
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 6,500 $339K
24 Farther Finance Advisors, LLC 0.00% 100 $5K
25 IFP Advisors, Inc 0.00% 20 $1K
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 (QVAL)

What does the Smart Money Trend signal show for QVAL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added QVAL 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 QVAL?

More buyers than sellers — 67% buying: Last quarter: 38 funds were net buyers (12 opened a brand new position + 26 added to an existing one). Only 19 were sellers (12 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QVAL holders?

Smaller funds dominant — 6% AUM from top-100: 9 of 64 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held QVAL?

55% of holders stayed for 2+ years: 35 out of 64 hedge funds have held QVAL 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.

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.