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

Q: Is it too late to buy Ea Series Trust (BBLU) following the 2026 Q2 hedge fund 13F filings?

As of today, BBLU has moved -0.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to +3.0% for the SPY sector ETF — an outperformance of -3.3%. Since the quarter end (June 30, 2026), BBLU gained +5.2% vs +21.1% 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.

Ea Series Trust (BBLU)

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

Smart Money Signals — BBLU

Based on 67 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q

For 9 consecutive quarters, more hedge funds added BBLU 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

67 hedge funds hold BBLU right now — the highest count in 3.0 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.

🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q

+12 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.

🟡

Slight buying edge — 53% buying

32 buying28 selling

Last quarter: 32 funds bought or added vs 28 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.

➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 9 → 12 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 37% long-term, 27% new

■ 37% conviction (2yr+) ■ 36% medium ■ 27% new

Of the 67 current holders: 25 (37%) held >2 years, 24 held 1–2 years, and 18 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

📈

Growing discovery — still being found

8 → 10 → 9 → 12 → 11 new funds/Q

New funds entering each quarter: 10 → 9 → 12 → 11. A growing number of institutions are discovering BBLU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 40% veterans vs 36% newcomers

■ 40% veterans ■ 24% 1-2yr ■ 36% new

Entry-cohort mix of 67 holders: 27 (40%) are 2+ year veterans, 16 entered 1–2 years ago, and 24 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds

8 of 67 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	71	67	5.97%
13F Shares	10M	9M	13.31%
Total Value	$162M	$126M	28.41%
New Positions	10	11	-1
Increased Positions	22	21	+1
Closed Positions	6	10	-4
Reduced Positions	18	18	-
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

5.97%

13F Shares

10M

13.31%

Total Value

$162M

$126M

28.41%

New Positions

-1

Increased Positions

Closed Positions

-4

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

71 + investors

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

QUARTER:

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

Top 25 BBLU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Oxford Wealth Group, LLC	4.00%	542,397	$8.9M
2	Envision Financial Transparency, LLC	0.82%	58,479	$965K
3	Lifetime Wealth Management P.C.	0.45%	46,399	$766K
4	Annex Advisory Services, LLC	0.39%	1,389,231	$22.9M
5	Bravias Capital Group, LLC	0.34%	34,945	$577K
6	Kane Investment Management, INC.	0.29%	41,658	$687K
7	Smith Shellnut Wilson LLC /Adv	0.25%	42,207	$644K
8	Main Street Group, LTD	0.16%	41,341	$682K
9	Gwn Securities INC.	0.16%	56,938	$939K
10	Redwood Financial Network Corp	0.14%	15,231	$251K
11	Synergy Asset Management, LLC	0.12%	80,012	$1.3M
12	Ameritas Advisory Services, LLC	0.07%	221,668	$3.7M
13	D.A. Davidson & CO.	0.07%	738,293	$12.2M
14	Capital Wealth Management, LLC	0.06%	16,190	$267K
15	American Trust	0.06%	46,338	$765K
16	Arete Wealth Advisors, LLC	0.06%	107,637	$1.8M
17	Accel Wealth Management	0.05%	14,268	$235K
18	Dynamic Advisor Solutions LLC	0.03%	70,005	$1.2M
19	Advisory Services Network, LLC	0.03%	151,502	$2.5M
20	Cetera Investment Advisers	0.03%	1,821,718	$30.1M
21	NFSG Corp	0.03%	13,300	$219K
22	Ethos Financial Group, LLC	0.03%	24,000	$398K
23	Geneos Wealth Management Inc.	0.02%	70,887	$1.2M
24	Allworth Financial LP	0.02%	339,699	$5.6M
25	Concurrent Investment Advisors, LLC	0.02%	133,370	$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 (BBLU)

What does the Smart Money Trend signal show for BBLU?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added BBLU 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 BBLU?

Slight buying edge — 53% buying: Last quarter: 32 funds bought or added vs 28 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 BBLU holders?

Smaller funds dominant — 8% AUM from top-100: 8 of 67 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BBLU?

Mixed — 37% long-term, 27% new: Of the 67 current holders: 25 (37%) held >2 years, 24 held 1–2 years, and 18 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Ea Series Trust (BBLU) following the 2026 Q2 hedge fund 13F filings?

As of today, BBLU has moved -0.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to +3.0% for the SPY sector ETF — an outperformance of -3.3%. Since the quarter end (June 30, 2026), BBLU has gained +5.2% vs +21.1% 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.

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Ea Series Trust (BBLU)

Smart Money Signals — BBLU

Buying streak — 9 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +22% more funds vs a year ago

Slight buying edge — 53% buying

Steady new buyers — ~11 new funds per quarter

Mixed — 37% long-term, 27% new

Growing discovery — still being found

Veteran-anchored — 40% veterans vs 36% newcomers

Smaller funds dominant — 8% AUM from top-100

Institutional Sentiment Summary — BBLU

Hedge Fund Ownership: BBLU

Market Analysis: BBLU

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BBLU

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

Hedge Fund Positioning: BBLU

Statistics: BBLU

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ea Series Trust (BBLU)

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