Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (QVAL)

63 + 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
↓ -3
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — QVAL

Based on 64 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 QVAL 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
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.
🟡

Slight buying edge — 52% buying

32 buying29 selling
Last quarter: 32 funds bought or added vs 29 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

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

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 25% medium ■ 22% new
34 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.
➡️

Steady discovery — ~8 new funds/quarter

6 → 3 → 8 → 12 → 8 new funds/Q
New funds entering each quarter: 3 → 8 → 12 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 55% veterans vs 31% newcomers

■ 55% veterans ■ 14% 1-2yr ■ 31% new
Entry-cohort mix of 64 holders: 35 (55%) are 2+ year veterans, 9 entered 1–2 years ago, and 20 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
7 of 63 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — QVAL

In 2026 Q1, 32 hedge funds were net buyers of QVAL (8 opened a new position, 24 added to an existing one), while 29 reduced or exited (18 trimmed, 11 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 64.

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.

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

Signal Freshness measures how much QVAL 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 · 84d ago
QVAL
+6.6%
SPY
+14.9%

QVAL outperformed SPY by -8.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
QVAL
+5.4%
SPY
+1.1%

Since the filing became public, QVAL outperformed SPY by +4.3% .

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.

2 top-rated funds 3 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: QVAL
63 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 63 67 -5.97%
13F Shares 6M 6M -11.81%
Total Value $279M $300M -6.84%
New Positions 7 12 -5
Increased Positions 24 28 -4
Closed Positions 11 7 +4
Reduced Positions 18 13 +5
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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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)

63 + investors

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

QUARTER:
Top 25 QVAL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strid Group, LLC 11.00% 1,702,272 $88.8M
2 Valley Financial Group, Inc. 9.24% 328,410 $17.1M
3 BWM Planning, LLC 3.99% 290,340 $15.1M
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 Stokes Family Office, LLC 1.13% 210,680 $11.0M
9 JPL Wealth Management, LLC 1.05% 87,956 $4.6M
10 Ethos Financial Group, LLC 0.99% 260,869 $13.6M
11 Redwood Family Wealth LLC 0.89% 17,509 $913K
12 Quantify Chaos Advisors, LLC 0.82% 5,056 $264K
13 Empirical Finance, LLC 0.68% 275,814 $14.4M
14 L.K. Benson & Company, P.C. 0.65% 37,998 $2.0M
15 Innova Wealth Partners 0.52% 20,957 $1.1M
16 Kathmere Capital Management, LLC 0.49% 153,444 $8.0M
17 Stratos Wealth Advisors, LLC 0.41% 128,778 $6.7M
18 Baker Boyer National Bank 0.39% 25,006 $1.3M
19 Meredith Wealth Planning 0.35% 24,840 $1.3M
20 Warren Street Wealth Advisors, LLC 0.25% 19,026 $992K
21 XY Planning Network, Inc. 0.21% 24,845 $1.3M
22 Aspect Partners, LLC 0.17% 8,077 $421K
23 Intrepid Financial Planning Group LLC 0.11% 5,300 $276K
24 Waverly Advisors, LLC 0.08% 208,749 $10.9M
25 Gwn Securities INC. 0.07% 6,642 $346K
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?

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

Slight buying edge — 52% buying: Last quarter: 32 funds bought or added vs 29 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for QVAL holders?

Smaller funds dominant — 7% AUM from top-100: 7 of 63 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held QVAL?

53% of holders stayed for 2+ years: 34 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.

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

As of today, QVAL has moved +5.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +4.3%. Since the quarter end (March 31, 2026), QVAL has gained +6.6% vs +14.9% 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.

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