Ea Series Trust (USEW) Hedge Fund Ownership (Q2 2026)

Ea Series Trust (USEW)

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

Smart Money Signals — USEW

Based on 37 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q

For 2 consecutive quarters, more hedge funds added USEW 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

37 hedge funds hold USEW right now — the highest count in 0.8 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.

🟠

More sellers than buyers — 47% buying

7 buying8 selling

Last quarter: 8 funds reduced or exited vs 7 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% 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.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 37 current holders: 37 (100%) 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 — 0% AUM from top-100

0% from top-100 AUM funds

2 of 37 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.7

out of 10

Moderate Exit Risk

Exit risk score 5.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q2)	Prior (2026 Q1)	Change
Funds Holding	36	36	-
13F Shares	2M	2M	-2.63%
Total Value	$134M	$120M	11.73%
New Positions	4	7	-3
Increased Positions	3	3	-
Closed Positions	4	2	+2
Reduced Positions	5	8	-3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

13F Shares

-2.63%

Total Value

$134M

$120M

11.73%

New Positions

-3

Increased Positions

Closed Positions

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

36 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 USEW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Prism Advisors, Inc.	10.28%	757,627	$42.3M
2	Clearview Wealth Management LLC	2.51%	69,865	$3.9M
3	Astra Wealth Partners LLC	1.62%	54,495	$3.0M
4	A4 Wealth Advisors LLC	1.06%	28,531	$1.6M
5	First National Bank Sioux Falls	0.73%	51,144	$2.7M
6	Riverwater Partners LLC	0.49%	29,285	$1.6M
7	Highline Wealth Partners LLC	0.47%	41,755	$2.3M
8	Cherry Tree Wealth Management, LLC	0.42%	39,965	$2.2M
9	Urban Financial Advisory Corp	0.23%	15,032	$839K
10	WESCAP Management Group, Inc.	0.23%	21,656	$1.2M
11	Walkner Condon Financial Advisors LLC	0.18%	28,430	$1.6M
12	One Plus One Wealth Management, LLC	0.15%	6,348	$354K
13	Fiducient Advisors LLC	0.12%	15,366	$858K
14	Cypress Financial Planning LLC	0.12%	9,073	$507K
15	Greenwood Capital Associates LLC	0.12%	21,521	$1.2M
16	Cresset Asset Management, LLC	0.11%	520,481	$29.1M
17	Nottingham Advisors, INC.	0.10%	15,080	$830K
18	Frazier Financial Advisors, LLC	0.10%	3,463	$193K
19	Rothschild Investment LLC	0.07%	32,501	$1.8M
20	MAI Capital Management	0.06%	295,035	$16.5M
21	Cambria Investment Management, L.P.	0.06%	20,609	$1.2M
22	IFG Advisors, LLC	0.04%	5,248	$293K
23	Bleakley Financial Group, LLC	0.03%	39,665	$2.2M
24	Wealthcare Advisory Partners LLC	0.02%	18,306	$1.0M
25	Sanctuary Advisors, LLC	0.01%	39,361	$2.2M

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)

What does the Smart Money Trend signal show for USEW?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added USEW 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 USEW?

More sellers than buyers — 47% buying: Last quarter: 8 funds reduced or exited vs 7 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for USEW holders?

Smaller funds dominant — 0% AUM from top-100: 2 of 37 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held USEW?

Mostly new holders — 100% 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.

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 (USEW)

Smart Money Signals — USEW

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

More sellers than buyers — 47% buying

Steady new buyers — ~4 new funds per quarter

Mostly new holders — 100% entered in last year

Early stage — 100% of holders entered in last year

Smaller funds dominant — 0% AUM from top-100

Institutional Sentiment Summary — USEW

Hedge Fund Ownership: USEW

Market Analysis: USEW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: USEW

Hedge Fund Positioning: USEW

Statistics: USEW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ea Series Trust (USEW)

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