EA SERIES TRUST (SHOC): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy EA SERIES TRUST (SHOC) following the 2026 Q1 hedge fund 13F filings?

As of today, SHOC has moved +2.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of +2.0%. Since the quarter end (March 31, 2026), SHOC gained +70.4% vs +14.7% 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 (SHOC)

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

Smart Money Signals — SHOC

Based on 41 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 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

41 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 — +21% more funds vs a year ago

fund count last 6Q

+7 new funds entered over the past year (+21% 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.

🟢

More buyers than sellers — 60% buying

24 buying16 selling

Last quarter: 24 funds were net buyers (8 opened a brand new position + 16 added to an existing one). Only 16 were sellers (10 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 5 → 4 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 39% long-term, 20% new

■ 39% conviction (2yr+) ■ 41% medium ■ 20% new

Of the 41 current holders: 16 (39%) held >2 years, 17 held 1–2 years, and 8 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.

➡️

Steady discovery — ~8 new funds/quarter

4 → 5 → 5 → 4 → 8 new funds/Q

New funds entering each quarter: 5 → 5 → 4 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 41% of holders stayed 2+ years

■ 41% veterans ■ 39% 1-2yr ■ 20% new

Of 41 current holders: 17 (41%) 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.

✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds

10 of 41 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	41	39	5.13%
13F Shares	333K	328K	1.59%
Total Value	$21M	$21M	-2.1%
New Positions	8	4	+4
Increased Positions	16	16	-
Closed Positions	6	1	+5
Reduced Positions	10	9	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

5.13%

13F Shares

333K

328K

1.59%

Total Value

$21M

-2.1%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

41 + 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 institutional holders of SHOC — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Demars Financial Group, LLC	0.65%	27,360	$2.0M
2	BIRCH FINANCIAL GROUP, LLC	0.47%	11,250	$810K
3	GWN SECURITIES INC.	0.20%	14,414	$1.0M
4	UPTICK PARTNERS, LLC	0.15%	10,470	$754K
5	Global Endowment Management, LP	0.06%	7,000	$504K
6	D'Orazio & Associates, Inc.	0.05%	5,424	$391K
7	GTS SECURITIES LLC	0.04%	16,377	$1.2M
8	Dynamic Advisor Solutions LLC	0.03%	14,289	$1.0M
9	Visionary Wealth Advisors	0.02%	5,618	$405K
10	Brookstone Capital Management	0.01%	18,024	$1.3M
11	Lloyd Advisory Services, LLC.	0.01%	619	$45K
12	Kingdom Financial Group LLC.	0.01%	619	$45K
13	IFG Advisory, LLC	0.01%	50	$4K
14	Orion Porfolio Solutions, LLC	0.01%	14,696	$1.1M
15	Spire Wealth Management	0.01%	3,600	$259K
16	IMG Wealth Management, Inc.	0.01%	187	$13K
17	Cambridge Investment Research Advisors, Inc.	0.01%	40,857	$3K
18	HARBOUR INVESTMENTS, INC.	0.01%	6,621	$477K
19	Parallel Advisors, LLC	0.00%	2,239	$161K
20	Cetera Investment Advisers	0.00%	27,770	$2.0M
21	Equitable Holdings, Inc.	0.00%	4,051	$292K
22	Kestra Advisory Services, LLC	0.00%	3,987	$287K
23	HighTower Advisors, LLC	0.00%	12,305	$886K
24	OSAIC HOLDINGS, INC.	0.00%	7,382	$532K
25	LPL Financial LLC	0.00%	35,529	$2.6M

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 — 3 quarters in a row: For 3 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?

More buyers than sellers — 60% buying: Last quarter: 24 funds were net buyers (8 opened a brand new position + 16 added to an existing one). Only 16 were sellers (10 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SHOC holders?

Strong quality — 23% AUM from major funds: 10 of 41 holders rank in the top 100 by AUM, accounting for 23% 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 — 39% long-term, 20% new: Of the 41 current holders: 16 (39%) held >2 years, 17 held 1–2 years, and 8 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.

Is it too late to buy EA SERIES TRUST (SHOC) following the 2026 Q1 hedge fund 13F filings?

As of today, SHOC has moved +2.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of +2.0%. Since the quarter end (March 31, 2026), SHOC has gained +70.4% vs +14.7% 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 (SHOC)

Smart Money Signals — SHOC

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +21% more funds vs a year ago

More buyers than sellers — 60% buying

Steady new buyers — ~8 new funds per quarter

Mixed — 39% long-term, 20% new

Steady discovery — ~8 new funds/quarter

Deep conviction — 41% of holders stayed 2+ years

Strong quality — 23% 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

Is It Too Late to Buy EA SERIES TRUST (SHOC) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SHOC

Statistics: SHOC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — EA SERIES TRUST (SHOC)

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