Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EA SERIES TRUST (USEW)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%

30+

Inst. Holders

Hedge Fund Ownership: USEW

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

Market Analysis: USEW

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

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Company Profile: USEW

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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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: USEW
2026 Q1 Stats Unlock in 9 days 30 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 30 0 100%
13F Shares 2M 0 100%
Total Value $121M $0 100%
New Positions 30 0 +30
Increased Positions 0 0 -
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USEW

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Financial Highlights

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Institutional Holders (2026 Q1)

30 + investors

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

Top 25 institutional holders of USEW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Prism Advisors, Inc. 9.89% 757,626 $37.0M
2 Nvest Wealth Strategies, Inc. 1.70% 49,699 $2.4M
3 Astra Wealth Partners LLC 1.59% 54,645 $2.7M
4 FIRST NATIONAL BANK SIOUX FALLS 0.73% 51,144 $2.7M
5 HIGHLINE WEALTH PARTNERS LLC 0.52% 41,755 $2.0M
6 Riverwater Partners LLC 0.48% 29,285 $1.4M
7 Cherry Tree Wealth Management, LLC 0.41% 39,965 $2.0M
8 Walkner Condon Financial Advisors LLC 0.29% 45,004 $2.2M
9 Opes Wealth Management LLC 0.26% 32,912 $1.6M
10 Urban Financial Advisory Corp 0.26% 15,032 $735K
11 ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.13% 6,348 $310K
12 CYPRESS FINANCIAL PLANNING LLC 0.12% 9,073 $443K
13 GREENWOOD CAPITAL ASSOCIATES LLC 0.12% 21,521 $1.1M
14 FIDUCIENT ADVISORS LLC 0.10% 15,366 $751K
15 NOTTINGHAM ADVISORS, INC. 0.09% 15,080 $737K
16 Frazier Financial Advisors, LLC 0.09% 3,463 $169K
17 ROTHSCHILD INVESTMENT LLC 0.08% 32,501 $1.6M
18 Berger Financial Group, Inc 0.05% 17,588 $860K
19 IFG Advisors, LLC 0.04% 5,248 $257K
20 Bleakley Financial Group, LLC 0.03% 39,665 $1.9M
21 Wealthcare Advisory Partners LLC 0.02% 18,306 $895K
22 Sanctuary Advisors, LLC 0.01% 39,361 $1.9M
23 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% 4,570 $223K
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 13,298 $656K
25 HighTower Advisors, LLC 0.00% 18,648 $912K
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 (USEW)

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.