EAD Hedge Fund Ownership (Q2 2026)

Allspring Income Opportunit (EAD)

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

Smart Money Signals — EAD

Based on 93 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added EAD 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

93 hedge funds hold EAD 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.

📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q

+13 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 58% buying

46 buying33 selling

Last quarter: 46 funds bought or added vs 33 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 — ~18 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 13 → 16 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 15% medium ■ 25% new

56 out of 93 hedge funds have held EAD 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.

💎

Buying through price weakness — shares +1%, value -22%

Value

-22%

+0%

Last quarter: funds added +1% more shares while total portfolio value only changed -22%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

🚀

Acceleration phase — new buyers rushing in

9 → 5 → 13 → 16 → 18 new funds/Q

New funds entering each quarter: 5 → 13 → 16 → 18. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 67% veterans vs 27% newcomers

■ 67% veterans ■ 6% 1-2yr ■ 27% new

Entry-cohort mix of 93 holders: 62 (67%) are 2+ year veterans, 6 entered 1–2 years ago, and 25 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds

13 of 92 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in EAD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

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	99	93	6.45%
13F Shares	18M	16M	7.14%
Total Value	$94M	$86M	9.24%
New Positions	17	18	-1
Increased Positions	32	28	+4
Closed Positions	11	8	+3
Reduced Positions	22	25	-3
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

6.45%

13F Shares

18M

16M

7.14%

Total Value

$94M

$86M

9.24%

New Positions

-1

Increased Positions

Closed Positions

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

99 + investors

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

QUARTER:

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

Top 25 EAD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Peak Planning Group, LLC	1.60%	1,090,407	$7.1M
2	Shaker Financial Services, LLC	1.22%	595,858	$3.9M
3	Logan Stone Capital, LLC	0.67%	491,240	$3.2M
4	Luken Investment Analytics, LLC	0.29%	128,832	$837K
5	Adapt Wealth Advisors, LLC	0.23%	109,947	$715K
6	Marks Group Wealth Management, Inc	0.09%	162,945	$1.1M
7	Accredited Investor Services, LLC	0.08%	21,401	$139K
8	Fingerlakes Wealth Management, Inc.	0.08%	21,769	$142K
9	Melfa Wealth Management, INC.	0.06%	17,923	$116K
10	Easterly Investment Partners LLC	0.05%	161,456	$1.0M
11	Collaborative Wealth Managment Inc.	0.04%	15,440	$100K
12	Guggenheim Capital LLC	0.04%	937,816	$6.1M
13	Pathstone Holdings, LLC	0.04%	1,989,962	$12.9M
14	Advisors Asset Management, Inc.	0.03%	292,626	$1.9M
15	VSM Wealth Advisory, LLC	0.03%	16,026	$104K
16	Sowell Financial Services LLC	0.03%	129,400	$841K
17	Retiremitten Financial LLC	0.03%	10,000	$65K
18	Readystate Asset Management LP	0.02%	96,167	$625K
19	West Michigan Advisors, LLC	0.02%	13,676	$89K
20	PFG Investments, LLC	0.02%	70,081	$456K
21	Principal Securities, INC.	0.01%	190,103	$1.2M
22	Wolverine Asset Management LLC	0.01%	236,134	$1.5M
23	Axiom Investment Management LLC	0.01%	2,901	$19K
24	WPG Advisers, LLC	0.01%	2,811	$18K
25	NWF Advisory Services Inc.	0.01%	17,300	$112K

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 — Allspring Income Opportunit (EAD)

What does the Smart Money Trend signal show for EAD?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added EAD 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 EAD?

Slight buying edge — 58% buying: Last quarter: 46 funds bought or added vs 33 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 EAD holders?

Elite ownership — 46% AUM from top-100 funds: 13 of 92 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in EAD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EAD?

60% of holders stayed for 2+ years: 56 out of 93 hedge funds have held EAD 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Allspring Income Opportunit (EAD)

Smart Money Signals — EAD

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +16% more funds vs a year ago

Slight buying edge — 58% buying

Steady new buyers — ~18 new funds per quarter

60% of holders stayed for 2+ years

Buying through price weakness — shares +1%, value -22%

Acceleration phase — new buyers rushing in

Veteran-anchored — 67% veterans vs 27% newcomers

Elite ownership — 46% AUM from top-100 funds

Institutional Sentiment Summary — EAD

Hedge Fund Ownership: EAD

Market Analysis: EAD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EAD

Hedge Fund Positioning: EAD

Statistics: EAD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Allspring Income Opportunit (EAD)

Welcome to 13Foresight!