Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EA SERIES TRUST (FRDM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +41
Streak
11Q ▲
Buyers last Q
74%

Smart Money Signals — FRDM

Based on 213 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added FRDM 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
213 hedge funds hold FRDM 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 — +68% more funds vs a year ago

fund count last 6Q
+86 new funds entered over the past year (+68% 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 — 74% buying

144 buying50 selling
Last quarter: 144 funds were net buyers (48 opened a brand new position + 96 added to an existing one). Only 50 were sellers (43 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new FRDM position: 20 → 28 → 35 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 31% long-term, 44% new

■ 31% conviction (2yr+) ■ 26% medium ■ 44% new
Of the 213 current holders: 65 (31%) held >2 years, 55 held 1–2 years, and 93 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.
💰

Value +33% but shares only +13% — price-driven

Value
+33%
Shares
+13%
Last quarter: the total dollar value of institutional holdings rose +33%, but actual share count only changed +13%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

23 → 20 → 28 → 35 → 48 new funds/Q
New funds entering each quarter: 20 → 28 → 35 → 48. 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.
📊

Mixed cohorts — 31% veterans, 49% new entrants

■ 31% veterans ■ 20% 1-2yr ■ 49% new
Of 213 current holders: 66 (31%) held 2+ years, 43 held 1–2 years, 104 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
12 of 213 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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.

Hedge Fund Ownership: FRDM

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

Market Analysis: FRDM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FRDM

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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.

13 top-rated funds 16 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: FRDM
2026 Q1 Stats Unlock in 11 days 213 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 213 172 23.84%
13F Shares 23M 20M 13.28%
Total Value $1.19B $889M 33.48%
New Positions 48 35 +13
Increased Positions 96 73 +23
Closed Positions 7 11 -4
Reduced Positions 43 39 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FRDM

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

213 + investors

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

Top 25 institutional holders of FRDM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Yardley Wealth Management LLC 7.72% 275,517 $15.1M
2 Investment Planning Advisors, Inc. 7.08% 470,311 $25.7M
3 Longview Financial Advisors, Inc. 5.93% 177,464 $9.7M
4 ENZI WEALTH 5.57% 293,511 $16.0M
5 Pearl Planning LLC 5.15% 176,261 $9.6M
6 Retirement Planning Group, LLC 4.32% 2,549,629 $139.3M
7 Harbour Wealth Management Group, Inc. 4.12% 100,166 $5.5M
8 Philadelphia Investment Partners, LLC 4.12% 110,782 $6.1M
9 Oath Planning, LLC 3.60% 74,055 $4.0M
10 Tanglewood Wealth Management, Inc. 3.58% 790,796 $43.2M
11 MUHLENKAMP & CO INC 3.41% 236,825 $12.9M
12 Smallwood Wealth Investment Management, LLC 3.33% 115,760 $6.3M
13 ADAMSBROWN WEALTH CONSULTANTS LLC 3.30% 228,637 $12.5M
14 QUARRY HILL ADVISORS, LLC 3.08% 118,355 $7.5M
15 Trademark Financial Management, LLC 3.06% 114,144 $6.2M
16 Sunrise Financial Services, LLC 3.06% 78,885 $4.3M
17 MAYPORT, LLC 3.01% 296,252 $16.2M
18 Legacy Financial Advisors, Inc. 2.96% 386,706 $21.1M
19 Xena Financial Planning, LLC 2.76% 44,714 $2.4M
20 Willis Johnson & Associates, Inc. 2.73% 859,157 $47.0M
21 Avid Wealth Partners LLC 2.56% 99,208 $5.4M
22 Commonwealth Financial Services, LLC 2.54% 293,582 $16.0M
23 Heck Capital Advisors, LLC 2.50% 614,830 $33.7M
24 Watchman Group, Inc. 2.26% 171,193 $9.4M
25 Retirement Management Systems Inc. 1.98% 150,444 $8.2M
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 (FRDM)

What does the Smart Money Trend signal show for FRDM?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added FRDM 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 FRDM?

More buyers than sellers — 74% buying: Last quarter: 144 funds were net buyers (48 opened a brand new position + 96 added to an existing one). Only 50 were sellers (43 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FRDM holders?

Smaller funds dominant — 11% AUM from top-100: 12 of 213 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FRDM?

Mixed — 31% long-term, 44% new: Of the 213 current holders: 65 (31%) held >2 years, 55 held 1–2 years, and 93 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.