Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EA SERIES TRUST (USEW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%

30+

Inst. Holders

Hedge Fund Ownership: USEW

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

Market Analysis: USEW

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: USEW

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: USEW
2026 Q1 Stats Unlock in 18 days 30 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 30 0 100%
13F Shares 2M 0 100%
Total Value $121M $0 100%
New Positions 30 0 +30
Increased Positions 0 0 -
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USEW

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

30 + investors

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

Top 14 institutional holders of USEW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Prism Advisors, Inc. 9.89% 757,626 $37.0M
2 Nvest Wealth Strategies, Inc. 1.70% 49,699 $2.4M
3 FIRST NATIONAL BANK SIOUX FALLS 0.73% 51,144 $2.7M
4 HIGHLINE WEALTH PARTNERS LLC 0.52% 41,755 $2.0M
5 Walkner Condon Financial Advisors LLC 0.29% 45,004 $2.2M
6 Opes Wealth Management LLC 0.26% 32,912 $1.6M
7 ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.13% 6,348 $310K
8 CYPRESS FINANCIAL PLANNING LLC 0.12% 9,073 $443K
9 GREENWOOD CAPITAL ASSOCIATES LLC 0.12% 21,521 $1.1M
10 NOTTINGHAM ADVISORS, INC. 0.09% 15,080 $737K
11 Berger Financial Group, Inc 0.05% 17,588 $860K
12 IFG Advisors, LLC 0.04% 5,248 $257K
13 Wealthcare Advisory Partners LLC 0.02% 18,306 $895K
14 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 13,298 $656K
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 (USEW)

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.