Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (USEW)

36 + 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%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — USEW

Based on 36 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q
For 1 consecutive quarter, 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
36 hedge funds hold USEW right now — the highest count in 0.5 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.
🟡

Slight buying edge — 50% buying

10 buying10 selling
Last quarter: 10 funds bought or added vs 10 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
🔄

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 36 current holders: 36 (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
1 of 36 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.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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.

Institutional Sentiment Summary — USEW

In 2026 Q1, 10 hedge funds were net buyers of USEW (7 opened a new position, 3 added to an existing one), while 10 reduced or exited (8 trimmed, 2 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 36.

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
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USEW

-- --

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

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

Signal Freshness measures how much USEW 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 · 78d ago
USEW
+13.7%
SPY
+15.9%

USEW outperformed SPY by -2.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
USEW
+4.0%
SPY
+2.0%

Since the filing became public, USEW outperformed SPY by +2.0% .

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 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: USEW
36 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 36 31 16.13%
13F Shares 2M 2M 1.52%
Total Value $120M $123M -2.87%
New Positions 7 31 -24
Increased Positions 3 0 +3
Closed Positions 2 0 +2
Reduced Positions 8 0 +8
Total Calls 0 0 -
Total Puts 0 1 -100.0%
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 --
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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) --
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Institutional Holders (2026 Q1)

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:
Top 25 USEW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Prism Advisors, Inc. 9.89% 757,626 $37.0M
2 Clearview Wealth Management LLC 2.49% 72,093 $3.5M
3 Nvest Wealth Strategies, Inc. 1.70% 49,699 $2.4M
4 Astra Wealth Partners LLC 1.59% 54,645 $2.7M
5 A4 Wealth Advisors LLC 1.14% 28,531 $1.4M
6 First National Bank Sioux Falls 0.73% 51,144 $2.7M
7 Highline Wealth Partners LLC 0.52% 41,755 $2.0M
8 Riverwater Partners LLC 0.48% 29,285 $1.4M
9 Cherry Tree Wealth Management, LLC 0.41% 39,965 $2.0M
10 Walkner Condon Financial Advisors LLC 0.29% 45,004 $2.2M
11 Opes Wealth Management LLC 0.26% 32,912 $1.6M
12 Urban Financial Advisory Corp 0.26% 15,032 $735K
13 WESCAP Management Group, Inc. 0.21% 21,656 $1.1M
14 One Plus One Wealth Management, LLC 0.13% 6,348 $310K
15 Cypress Financial Planning LLC 0.12% 9,073 $443K
16 Greenwood Capital Associates LLC 0.12% 21,521 $1.1M
17 Cresset Asset Management, LLC 0.11% 521,395 $25.5M
18 Fiducient Advisors LLC 0.10% 15,366 $751K
19 Nottingham Advisors, INC. 0.09% 15,080 $737K
20 Frazier Financial Advisors, LLC 0.09% 3,463 $169K
21 Rothschild Investment LLC 0.08% 32,501 $1.6M
22 MAI Capital Management 0.08% 295,035 $14.4M
23 Berger Financial Group, Inc 0.05% 17,588 $860K
24 IFG Advisors, LLC 0.04% 5,248 $257K
25 Bleakley Financial Group, LLC 0.03% 39,665 $1.9M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 50% buying: Last quarter: 10 funds bought or added vs 10 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for USEW holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 36 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.

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

As of today, USEW has moved +4.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +2.0%. Since the quarter end (March 31, 2026), USEW has gained +13.7% 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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