Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (TBG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
63%

Smart Money Signals — TBG

Based on 25 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 83% of 2.5Y peak

83% of all-time peak
25 funds currently hold this stock — 83% of the 2.5-year high of 30 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+25% 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 — 63% buying

19 buying11 selling
Last quarter: 19 funds were net buyers (6 opened a brand new position + 13 added to an existing one). Only 11 were sellers (5 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 10 → 4 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 36% entered in last year

■ 4% conviction (2yr+) ■ 60% medium ■ 36% new
Only 1 funds (4%) 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

12 → 9 → 10 → 4 → 6 new funds/Q
New funds entering each quarter: 9 → 10 → 4 → 6. 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 — 72% of holders entered in last year

■ 8% veterans ■ 20% 1-2yr ■ 72% new
Of 25 current holders: 18 (72%) entered in the past year, only 2 (8%) 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 — 1% AUM from top-100

1% from top-100 AUM funds
4 of 25 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — TBG

In 2026 Q1, 19 hedge funds were net buyers of TBG (6 opened a new position, 13 added to an existing one), while 11 reduced or exited (5 trimmed, 6 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 25.

Hedge Fund Ownership: TBG

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

Market Analysis: TBG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TBG

-- --

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

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

Signal Freshness measures how much TBG 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 · 77d ago
TBG
+7.0%
SPY
+15.9%

TBG outperformed SPY by -8.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
TBG
+3.3%
SPY
+2.0%

Since the filing became public, TBG outperformed SPY by +1.3% .

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.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: TBG
24 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 24 25 -4.0%
13F Shares 4M 4M 2.27%
Total Value $124M $120M 2.97%
New Positions 6 4 +2
Increased Positions 12 15 -3
Closed Positions 7 9 -2
Reduced Positions 5 5 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TBG

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Financial Highlights

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Institutional Holders (2026 Q1)

24 + investors

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

QUARTER:
Top 23 TBG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Abundance Wealth Counselors 4.60% 920,940 $32.1M
2 Boyer Financial Services, Inc. 2.32% 62,788 $2.2M
3 Stokes Capital Advisors, LLC 0.52% 67,138 $2.3M
4 Charis Legacy Partners, LLC 0.50% 9,853 $343K
5 Insight Wealth Partners, LLC 0.30% 60,510 $2.1M
6 Forefront Wealth Partners, LLC 0.23% 15,527 $541K
7 HighTower Advisors, LLC 0.08% 2,250,319 $78.4M
8 Team Financial Group, LLC 0.05% 3,425 $119K
9 Inspire Advisors, LLC 0.02% 5,848 $204K
10 Keel Point, LLC 0.02% 6,587 $230K
11 Traynor Capital Management, Inc. 0.01% 7,130 $246K
12 Geneos Wealth Management Inc. 0.01% 16,204 $565K
13 EverSource Wealth Advisors, LLC 0.00% 2,031 $132K
14 Hilltop National Bank 0.00% 396 $14K
15 Commonwealth Equity Services, LLC 0.00% 42,097 $1.5M
16 Stifel Financial Corp 0.00% 50,288 $1.8M
17 Cwm, LLC 0.00% 5,924 $207K
18 Cetera Investment Advisers 0.00% 7,858 $274K
19 Envestnet Asset Management Inc 0.00% 6,848 $239K
20 Citadel Advisors LLC 0.00% 7,841 $273K
21 Jane Street Group, LLC 0.00% 8,122 $283K
22 Steward Partners Investment Advisory, LLC 0.00% 34 $1K
23 Morgan Stanley 0.00% 103 $4K
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 (TBG)

What does the Smart Money Trend signal show for TBG?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for TBG?

More buyers than sellers — 63% buying: Last quarter: 19 funds were net buyers (6 opened a brand new position + 13 added to an existing one). Only 11 were sellers (5 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TBG holders?

Smaller funds dominant — 1% AUM from top-100: 4 of 25 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TBG?

Mostly new holders — 36% entered in last year: Only 1 funds (4%) 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 (TBG) following the 2026 Q1 hedge fund 13F filings?

As of today, TBG has moved +3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +1.3%. Since the quarter end (March 31, 2026), TBG has gained +7.0% 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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