EA SERIES TRUST (TOV): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

EA SERIES TRUST (TOV)

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

Smart Money Signals — TOV

Based on 21 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q

For 3 consecutive quarters, more hedge funds added TOV 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

21 hedge funds hold TOV right now — the highest count in 1.0 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.

🟢

More buyers than sellers — 72% buying

13 buying5 selling

Last quarter: 13 funds were net buyers (10 opened a brand new position + 3 added to an existing one). Only 5 were sellers (2 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 6 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 86% entered in last year

■ 0% conviction (2yr+) ■ 14% medium ■ 86% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~10 new funds/quarter

7 → 6 → 10 new funds/Q

New funds entering each quarter: 7 → 6 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 21 current holders: 21 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds

6 of 21 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

7.1

out of 10

High Exit Risk

Exit risk score 7.1/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	21	14	50.0%
13F Shares	1M	2M	-15.78%
Total Value	$42M	$48M	-14.02%
New Positions	10	6	+4
Increased Positions	3	1	+2
Closed Positions	3	2	+1
Reduced Positions	2	0	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

50.0%

13F Shares

-15.78%

Total Value

$42M

$48M

-14.02%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

21 + investors

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

QUARTER:

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

Top 20 institutional holders of TOV — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.27%	626,403	$17.1M
2	NEPC LLC	0.23%	431,110	$11.8M
3	Tiller Private Wealth, Inc.	0.09%	8,899	$243K
4	MIRAE ASSET SECURITIES (USA) INC.	0.03%	30,185	$825K
5	Sand Hill Global Advisors, LLC	0.03%	32,064	$876K
6	Pitcairn Wealth Advisors LLC	0.02%	7,293	$209K
7	CAPTRUST FINANCIAL ADVISORS	0.01%	233,726	$6.4M
8	JPL Wealth Management, LLC	0.00%	430	$12K
9	Savant Capital, LLC	0.00%	14,155	$387K
10	NFSG Corp	0.00%	380	$10K
11	HighTower Advisors, LLC	0.00%	10,300	$282K
12	Rockefeller Capital Management L.P.	0.00%	1,908	$52K
13	CITADEL ADVISORS LLC	0.00%	8,823	$241K
14	PNC FINANCIAL SERVICES GROUP, INC.	0.00%	1,510	$41K
15	MAI Capital Management	0.00%	50	$1K
16	Atlantic Union Bankshares Corp	0.00%	12	—
17	MORGAN STANLEY	0.00%	2,007	$55K
18	Corient Private Wealth LLC	0.00%	39,936	$1K
19	ROYAL BANK OF CANADA	0.00%	100	$3K
20	UBS Group AG	0.00%	65	$2K

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 (TOV)

What does the Smart Money Trend signal show for TOV?

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

More buyers than sellers — 72% buying: Last quarter: 13 funds were net buyers (10 opened a brand new position + 3 added to an existing one). Only 5 were sellers (2 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TOV holders?

Smaller funds dominant — 3% AUM from top-100: 6 of 21 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TOV?

Mostly new holders — 86% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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 (TOV)

Smart Money Signals — TOV

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 72% buying

Steady new buyers — ~10 new funds per quarter

Mostly new holders — 86% entered in last year

Steady discovery — ~10 new funds/quarter

Early stage — 100% of holders entered in last year

Smaller funds dominant — 3% AUM from top-100

Institutional Sentiment Summary — TOV

Hedge Fund Ownership: TOV

Market Analysis: TOV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TOV

Hedge Fund Positioning: TOV

Statistics: TOV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — EA SERIES TRUST (TOV)

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