Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (TBG)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
82%

Smart Money Signals — TBG

Based on 28 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TBG 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.
📊

High ownership — 93% of 2.8Y peak

93% of all-time peak
28 funds currently hold this stock — 93% of the 2.8-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 — +22% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+22% 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 — 82% buying

23 buying5 selling
Last quarter: 23 funds were net buyers (7 opened a brand new position + 16 added to an existing one). Only 5 were sellers (1 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 4 → 6 → 7. 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

11% conviction (2yr+) 54% medium 36% new
Only 3 funds (11%) 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.
➡️

Steady discovery — ~7 new funds/quarter

9 → 10 → 4 → 6 → 7 new funds/Q
New funds entering each quarter: 10 → 4 → 6 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 18% veterans, 54% new entrants

18% veterans 29% 1-2yr 54% new
Of 28 current holders: 5 (18%) held 2+ years, 8 held 1–2 years, 15 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
4 of 28 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q2, 23 hedge funds were net buyers of TBG (7 opened a new position, 16 added to an existing one), while 5 reduced or exited (1 trimmed, 4 sold completely) — a 82% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 28.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: TBG
28 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 28 25 12.0%
13F Shares 5M 4M 25.46%
Total Value $163M $124M 31.33%
New Positions 7 6 +1
Increased Positions 16 13 +3
Closed Positions 4 6 -2
Reduced Positions 1 5 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TBG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

28 + 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 25 TBG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Abundance Wealth Counselors 3.71% 1,567,748 $57.2M
2 Boyer Financial Services, Inc. 2.24% 71,135 $2.7M
3 Stokes Capital Advisors, LLC 0.62% 79,995 $2.9M
4 Charis Legacy Partners, LLC 0.61% 13,518 $493K
5 Forefront Wealth Partners, LLC 0.32% 28,297 $1.0M
6 Insight Wealth Partners, LLC 0.32% 65,119 $2.4M
7 EverSource Wealth Advisors, LLC 0.15% 125,648 $4.6M
8 HighTower Advisors, LLC 0.08% 2,335,091 $85.1M
9 Geneos Wealth Management Inc. 0.02% 26,534 $967K
10 Inspire Advisors, LLC 0.01% 5,888 $215K
11 Keel Point, LLC 0.01% 6,625 $242K
12 Traynor Capital Management, Inc. 0.01% 7,130 $260K
13 Bare Financial Services, Inc 0.01% 1,250 $46K
14 Gts Securities LLC 0.01% 7,437 $271K
15 Institute for Wealth Management, LLC. 0.00% 1,361 $50K
16 Hilltop National Bank 0.00% 396 $14K
17 Commonwealth Equity Services, LLC 0.00% 43,216 $1.6M
18 Stifel Financial Corp 0.00% 57,255 $2.1M
19 Cetera Investment Advisers 0.00% 7,892 $288K
20 Integrated Wealth Concepts LLC 0.00% 800 $29K
21 Envestnet Asset Management Inc 0.00% 6,637 $242K
22 Susquehanna International Group, LLP 0.00% 8,315 $303K
23 Steward Partners Investment Advisory, LLC 0.00% 34 $1K
24 Jpmorgan Chase & Co 0.00% 391 $14K
25 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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TBG 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 TBG?

More buyers than sellers — 82% buying: Last quarter: 23 funds were net buyers (7 opened a brand new position + 16 added to an existing one). Only 5 were sellers (1 trimmed + 4 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 28 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 3 funds (11%) 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.

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.

Full history →