Ea Series Trust (SHOC) Hedge Fund Ownership (Q2 2026)

Ea Series Trust (SHOC)

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

Smart Money Signals — SHOC

Based on 52 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added SHOC 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

52 hedge funds hold SHOC 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.

🚀

Fast accumulation — +53% more funds vs a year ago

fund count last 6Q

+18 new funds entered over the past year (+53% 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.

🟡

Slight buying edge — 55% buying

28 buying23 selling

Last quarter: 28 funds bought or added vs 23 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.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new SHOC position: 5 → 4 → 8 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 35% long-term, 42% new

■ 35% conviction (2yr+) ■ 23% medium ■ 42% new

Of the 52 current holders: 18 (35%) held >2 years, 12 held 1–2 years, and 22 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💰

Price up while funds trimmed (+54% value, -9% shares)

Value

+54%

-8%

Last quarter: total value of institutional SHOC holdings rose +54% even though funds reduced share count by 9%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

🚀

Acceleration phase — new buyers rushing in

5 → 5 → 4 → 8 → 17 new funds/Q

New funds entering each quarter: 5 → 4 → 8 → 17. 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.

📊

Mixed cohorts — 33% veterans, 42% new entrants

■ 33% veterans ■ 25% 1-2yr ■ 42% new

Of 52 current holders: 17 (33%) held 2+ years, 13 held 1–2 years, 22 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds

11 of 52 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.6

out of 10

Moderate Exit Risk

Exit risk score 4.6/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	52	41	26.83%
13F Shares	304K	333K	-8.66%
Total Value	$32M	$21M	54.45%
New Positions	17	8	+9
Increased Positions	11	16	-5
Closed Positions	6	6	-
Reduced Positions	17	10	+7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

26.83%

13F Shares

304K

333K

-8.66%

Total Value

$32M

$21M

54.45%

New Positions

Increased Positions

-5

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

52 + investors

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

QUARTER:

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

Top 25 SHOC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Demars Financial Group, LLC	0.78%	22,977	$2.8M
2	Birch Financial Group, LLC	0.60%	9,502	$1.2M
3	Gwn Securities INC.	0.30%	14,496	$1.8M
4	Uptick Partners, LLC	0.20%	10,584	$1.3M
5	Lauterbach Financial Advisors, LLC	0.12%	2,315	$282K
6	Independent Wealth Network Inc.	0.09%	2,800	$342K
7	Global Endowment Management, LP	0.09%	7,000	$854K
8	PW Nova Financial Services LLC	0.08%	3,187	$389K
9	D'Orazio & Associates, Inc.	0.08%	5,425	$662K
10	Dynamic Advisor Solutions LLC	0.05%	14,256	$1.7M
11	Fortis Group Advisors, LLC	0.04%	1,961	$239K
12	Gts Securities LLC	0.03%	11,465	$1.4M
13	Visionary Wealth Advisors	0.03%	5,395	$658K
14	Hilltop Holdings Inc.	0.02%	1,950	$238K
15	Kingdom Financial Group LLC.	0.02%	565	$69K
16	Brookstone Capital Management	0.02%	13,538	$1.7M
17	IMG Wealth Management, Inc.	0.01%	187	$23K
18	Harbour Investments, INC.	0.01%	6,622	$808K
19	Main Street Group, LTD	0.01%	180	$22K
20	Parallel Advisors, LLC	0.00%	2,239	$273K
21	Equitable Holdings, Inc.	0.00%	4,797	$585K
22	IFG Advisory, LLC	0.00%	817	$100K
23	HighTower Advisors, LLC	0.00%	13,703	$1.7M
24	Kestra Advisory Services, LLC	0.00%	3,583	$437K
25	LPL Financial LLC	0.00%	41,655	$5.1M

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 (SHOC)

What does the Smart Money Trend signal show for SHOC?

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

Slight buying edge — 55% buying: Last quarter: 28 funds bought or added vs 23 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 SHOC holders?

Strong quality — 25% AUM from major funds: 11 of 52 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SHOC?

Mixed — 35% long-term, 42% new: Of the 52 current holders: 18 (35%) held >2 years, 12 held 1–2 years, and 22 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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 (SHOC)

Smart Money Signals — SHOC

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +53% more funds vs a year ago

Slight buying edge — 55% buying

More new buyers each quarter (+9 vs last Q)

Mixed — 35% long-term, 42% new

Price up while funds trimmed (+54% value, -9% shares)

Acceleration phase — new buyers rushing in

Mixed cohorts — 33% veterans, 42% new entrants

Strong quality — 25% AUM from major funds

Institutional Sentiment Summary — SHOC

Hedge Fund Ownership: SHOC

Market Analysis: SHOC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SHOC

Hedge Fund Positioning: SHOC

Statistics: SHOC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ea Series Trust (SHOC)

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