Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EA SERIES TRUST (BBLU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
8Q ▲
Buyers last Q
60%

Smart Money Signals — BBLU

Based on 64 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 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
64 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 — +28% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+28% 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.
🟢

More buyers than sellers — 60% buying

36 buying24 selling
Last quarter: 36 funds were net buyers (11 opened a brand new position + 25 added to an existing one). Only 24 were sellers (15 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 10 → 9 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 31% new

■ 36% conviction (2yr+) ■ 33% medium ■ 31% new
Of the 64 current holders: 23 (36%) held >2 years, 21 held 1–2 years, and 20 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

11 → 8 → 10 → 9 → 11 new funds/Q
New funds entering each quarter: 8 → 10 → 9 → 11. A growing number of institutions are discovering BBLU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 39% veterans, 44% new entrants

■ 39% veterans ■ 17% 1-2yr ■ 44% new
Of 64 current holders: 25 (39%) held 2+ years, 11 held 1–2 years, 28 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
7 of 64 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — BBLU

In 2025 Q4, 36 hedge funds were net buyers of BBLU (11 opened a new position, 25 added to an existing one), while 24 reduced or exited (15 trimmed, 9 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 64.

Hedge Fund Ownership: BBLU

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

Market Analysis: BBLU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBLU

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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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: BBLU
2026 Q1 Stats Unlock in 6 days 64 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 64 62 3.23%
13F Shares 8M 7M 21.74%
Total Value $127M $99M 27.43%
New Positions 11 9 +2
Increased Positions 25 25 -
Closed Positions 9 4 +5
Reduced Positions 15 15 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBLU

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Financial Highlights

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Institutional Holders (2026 Q1)

64 + investors

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

Top 25 institutional holders of BBLU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oxford Wealth Group, LLC 3.79% 470,549 $6.9M
2 Envision Financial Transparency, LLC 0.84% 58,479 —
3 Annex Advisory Services, LLC 0.39% 1,411,687 $20.8M
4 Bravias Capital Group, LLC 0.34% 35,556 $525K
5 Main Street Group, LTD 0.17% 38,996 $576K
6 American Trust 0.06% 47,405 $700K
7 THOROUGHBRED FINANCIAL SERVICES, LLC 0.06% 67,065 —
8 Accel Wealth Management 0.05% 14,268 $211K
9 D.A. DAVIDSON & CO. 0.04% 499,940 $7.4M
10 CAPITAL WEALTH MANAGEMENT, LLC 0.04% 10,825 $160K
11 Ameritas Advisory Services, LLC 0.03% 58,132 $858K
12 Dynamic Advisor Solutions LLC 0.03% 70,025 $1.0M
13 NFSG Corp 0.03% 10,891 $161K
14 Ethos Financial Group, LLC 0.03% 24,000 $354K
15 Geneos Wealth Management Inc. 0.03% 74,459 $1.1M
16 WEDBUSH SECURITIES INC 0.02% 55,415 —
17 Cetera Investment Advisers 0.02% 1,496,579 $22.1M
18 Concurrent Investment Advisors, LLC 0.02% 125,327 $1.8M
19 Claro Advisors Inc. 0.02% 10,712 $158K
20 Cambridge Investment Research Advisors, Inc. 0.01% 383,789 $6K
21 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 636,722 $9.4M
22 Ausdal Financial Partners, Inc. 0.01% 14,131 $209K
23 Mutual Advisors, LLC 0.01% 28,155 $416K
24 Essex Financial Services, Inc. 0.01% 10,527 $155K
25 FLAGSHIP HARBOR ADVISORS, LLC 0.01% 10,523 $155K
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 — 8 quarters in a row: For 8 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?

More buyers than sellers — 60% buying: Last quarter: 36 funds were net buyers (11 opened a brand new position + 25 added to an existing one). Only 24 were sellers (15 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BBLU holders?

Smaller funds dominant — 8% AUM from top-100: 7 of 64 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 — 36% long-term, 31% new: Of the 64 current holders: 23 (36%) held >2 years, 21 held 1–2 years, and 20 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.

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.