Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EA SERIES TRUST (DRLL)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
4Q ▼
Buyers last Q
37%

Smart Money Signals — DRLL

Based on 92 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds reduced or closed their DRLL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 78% of 3.0Y peak

78% of all-time peak
92 funds currently hold this stock — 78% of the 3.0-year high of 118 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 21% fewer funds vs a year ago

fund count last 6Q
25 fewer hedge funds hold DRLL compared to a year ago (-21% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 37% buying

29 buying50 selling
Last quarter: 50 funds sold vs only 29 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 12 → 11 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 28% medium 13% new
54 out of 92 hedge funds have held DRLL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~13 new funds/quarter

22 → 11 → 12 → 11 → 13 new funds/Q
New funds entering each quarter: 11 → 12 → 11 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 57% of holders stayed 2+ years

57% veterans 21% 1-2yr 23% new
Of 92 current holders: 52 (57%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
12 of 92 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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.

Institutional Sentiment Summary — DRLL

In 2025 Q4, 29 hedge funds were net buyers of DRLL (13 opened a new position, 16 added to an existing one), while 50 reduced or exited (30 trimmed, 20 sold completely) — a 37% buyer ratio, indicating net institutional distribution. This extends a 4-quarter selling streak, suggesting sustained institutional caution. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 92.

Hedge Fund Ownership: DRLL

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

Market Analysis: DRLL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DRLL

-- --

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 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: DRLL
2026 Q1 Stats Unlock in 4 days 89 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 89 95 -6.32%
13F Shares 2M 1M 57.15%
Total Value $52M $33M 55.85%
New Positions 12 10 +2
Increased Positions 16 27 -11
Closed Positions 18 15 +3
Reduced Positions 30 26 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DRLL

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

89 + investors

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

QUARTER:
Top 25 institutional holders of DRLL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Argos Wealth Advisors, LLC 0.55% 48,258 $1.9M
2 Heritage Wealth Management, Inc. 0.22% 11,504 $454K
3 Pacific Asset Management, LLC 0.18% 8,247 $326K
4 Vigilare Wealth Management 0.18% 13,470 $532K
5 FINANCIAL MANAGEMENT NETWORK INC 0.18% 31,943 $1.2M
6 IFG Advisory, LLC 0.15% 1,304 $51K
7 GABLES CAPITAL MANAGEMENT INC. 0.12% 7,055 $279K
8 UPTICK PARTNERS, LLC 0.11% 14,037 $554K
9 Sage Capital Management, LLC 0.10% 5,507 $217K
10 WHITENER CAPITAL MANAGEMENT, INC. 0.10% 11,015 $435K
11 Weaver Consulting Group 0.06% 6,138 $242K
12 Seaside Wealth Management, Inc. 0.06% 5,076 $200K
13 StoneX Group Inc. 0.06% 26,259 $1.0M
14 Visionary Wealth Advisors 0.05% 25,890 $1.0M
15 BURNS J W & CO INC/NY 0.02% 5,400 $213K
16 GTS SECURITIES LLC 0.02% 11,315 $447K
17 Indiana Trust & Investment Management Co 0.01% 1,140 $45K
18 Geneos Wealth Management Inc. 0.01% 14,153 $559K
19 Summit Financial, LLC 0.01% 25,233 $996K
20 Trilogy Capital Inc. 0.01% 6,611 $261K
21 Strategic Wealth Advisors LLC 0.01% 368
22 Advance Capital Management, Inc. 0.01% 5,230 $206K
23 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 0.01% 1,000 $39K
24 HARBOUR INVESTMENTS, INC. 0.01% 9,094 $359K
25 Richard W. Paul & Associates, LLC 0.01% 378 $15K
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 (DRLL)

What does the Smart Money Trend signal show for DRLL?

Selling streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds reduced or closed their DRLL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DRLL?

Heavy selling pressure — only 37% buying: Last quarter: 50 funds sold vs only 29 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for DRLL holders?

Smaller funds dominant — 16% AUM from top-100: 12 of 92 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DRLL?

59% of holders stayed for 2+ years: 54 out of 92 hedge funds have held DRLL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.