Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EA SERIES TRUST (AAEQ)

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

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

27+

Inst. Holders

Hedge Fund Ownership: AAEQ

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

Market Analysis: AAEQ

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: AAEQ

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

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
2.0
/ 10
conviction
Hedge Fund Positioning: AAEQ
2026 Q1 Stats Unlock in 9 days 27 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 27 0 100%
13F Shares 5M 0 100%
Total Value $258M $0 100%
New Positions 27 0 +27
Increased Positions 0 0 -
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AAEQ

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Financial Highlights

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Institutional Holders (2026 Q1)

27 + investors

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

Top 25 institutional holders of AAEQ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cache Advisors, LLC 19.51% 3,631,067 $168.9M
2 Everest Management Corp. 8.97% 380,489 $17.7M
3 Seed Wealth Management, Inc. 2.93% 91,454 $4.3M
4 JPL Wealth Management, LLC 2.45% 229,355 $10.7M
5 Flatrock Wealth Partners LLC 2.13% 101,682 $4.7M
6 Meredith Wealth Planning 1.02% 81,272 $3.8M
7 Magnolia Private Wealth, LLC 1.02% 32,766 $1.5M
8 Sherman Wealth Management LLC 0.71% 17,799 $828K
9 One Degree Advisors Inc 0.62% 50,944 $2K
10 FIDELITY D & D BANCORP INC 0.61% 32,817 $1.5M
11 TWIN PEAKS WEALTH ADVISORS, LLC 0.58% 49,139 $2.3M
12 Soundwatch Capital LLC 0.49% 83,311 $3.9M
13 SUMMIT WEALTH & RETIREMENT PLANNING, INC. 0.44% 39,418 $1.8M
14 QUARRY HILL ADVISORS, LLC 0.42% 20,168 $1.0M
15 Family CFO Inc 0.41% 19,852 $923K
16 Ethos Financial Group, LLC 0.34% 100,455 $4.7M
17 CONTINUUM WEALTH ADVISORS, LLC 0.30% 15,437 $718K
18 Ledyard National Bank 0.27% 66,536 $3.1M
19 Truepoint, Inc. 0.24% 233,273 $10.9M
20 Revolve Wealth Partners, LLC 0.23% 37,692 $1.8M
21 Prairiewood Capital, LLC 0.21% 15,388 $716K
22 MilWealth Group LLC 0.15% 13,834 $644K
23 Midwest Capital Advisors, LLC 0.14% 6,605 $307K
24 XY Planning Network, Inc. 0.06% 8,501 $398K
25 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0.02% 43,122 $2.1M
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 (AAEQ)

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.