Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (TAX)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
3Q ▼
Buyers last Q
14%

Smart Money Signals — TAX

Based on 9 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 5Q
For 3 consecutive quarters, more hedge funds reduced or closed their TAX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 75% of 1.5Y peak

75% of all-time peak
9 funds currently hold this stock — 75% of the 1.5-year high of 12 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 2 quarters from the low — a sharp move.
🔴

Heavy selling pressure — only 14% buying

1 buying6 selling
Last quarter: 6 funds sold vs only 1 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~0 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 1 → 0 → 0. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 11% entered in last year

0% conviction (2yr+) 89% medium 11% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

3 → 5 → 1 → 0 → 0 new funds/Q
New funds entering each quarter: 5 → 1 → 0 → 0. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 89% of holders entered in last year

0% veterans 11% 1-2yr 89% new
Of 9 current holders: 8 (89%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
1 of 9 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.
3.8
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 — TAX

In 2026 Q1, 1 hedge fund were net buyers of TAX (1 added to existing positions), while 6 reduced or exited (5 trimmed, 1 sold completely) — a 14% buyer ratio, indicating net institutional distribution. This extends a 3-quarter selling streak, suggesting sustained institutional caution. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 9.

Hedge Fund Ownership: TAX

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

Market Analysis: TAX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TAX

-- --

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

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

Signal Freshness measures how much TAX 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 · 76d ago
TAX
+13.0%
SPY
+15.9%

TAX outperformed SPY by -2.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
TAX
+4.5%
SPY
+2.0%

Since the filing became public, TAX outperformed SPY by +2.5% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: TAX
9 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 9 10 -10.0%
13F Shares 499K 750K -33.5%
Total Value $14M $21M -35.64%
New Positions 0 0 -
Increased Positions 1 3 -2
Closed Positions 1 1 -
Reduced Positions 5 4 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TAX

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Institutional Holders (2026 Q1)

9 + investors

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

QUARTER:
Top 9 TAX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kesler, Norman & Wride, LLC 1.08% 230,904 $6.3M
2 Financial Enhancement Group LLC 0.33% 89,509 $2.7M
3 Cambria Investment Management, L.P. 0.05% 35,417 $961K
4 Sunbelt Securities, Inc. 0.03% 14,608 $396K
5 Empowered Funds, LLC 0.01% 35,417 $961K
6 Farther Finance Advisors, LLC 0.00% 12,037 $330K
7 HighTower Advisors, LLC 0.00% 38,602 $1.0M
8 Focus Partners Wealth 0.00% 13,800 $374K
9 Aqr Capital Management LLC 0.00% 28,572 $775K
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 (TAX)

What does the Smart Money Trend signal show for TAX?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their TAX 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 TAX?

Heavy selling pressure — only 14% buying: Last quarter: 6 funds sold vs only 1 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for TAX holders?

Smaller funds dominant — 6% AUM from top-100: 1 of 9 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 TAX?

Mostly new holders — 11% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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

As of today, TAX has moved +4.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +2.5%. Since the quarter end (March 31, 2026), TAX has gained +13.0% vs +15.9% 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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