EA SERIES TRUST (USEW)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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Institutional Trends (2 Quarters)

No trend data available for this metric.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Ownership Map

Top 36 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders36of 5,944

Avg: 68

Uncrowded80th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

46th percentile

10 buying10 selling

+7

New

-2

Closed

+37K

Net shares

Ownership Concentration

Top 5: 71.1%Top 10: 80.9%

Prism Advisors,30.7%

Cresset Asset Management,21.1%

MAI Capital Management11.9%

Quantinno Capital Management4.4%

00018575882.9%

Others (31)28.9%

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Conviction-Weighted Ownership

Median weight: 0.62%Avg weight: 1.74%Max: 9.89%High conviction (>1%): 4

Prism Advisors,

Cresset Asset Management,

MAI Capital Management

Quantinno Capital Management

0001857588

Astra Wealth Partners

FIRST NATIONAL BANK SIOUX FALLS

Nvest Wealth Strategies,

Walkner Condon Financial Advisors

HIGHLINE WEALTH PARTNERS

Crowding AnalysisCrowded

Holders36of 5,944

Avg: 68

Uncrowded80th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

46th percentile

10 buying10 selling

+7

New

-2

Closed

+37K

Net shares

Ownership Concentration

Top 5: 71.1%Top 10: 80.9%

Prism Advisors,30.7%

Cresset Asset Management,21.1%

MAI Capital Management11.9%

Quantinno Capital Management4.4%

00018575882.9%

Others (31)28.9%

Crowding AnalysisCrowded

Holders36of 5,944

Avg: 68

Uncrowded80th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

46th percentile

10 buying10 selling

+7

New

-2

Closed

+37K

Net shares

Ownership Concentration

Top 5: 71.1%Top 10: 80.9%

Prism Advisors,30.7%

Cresset Asset Management,21.1%

MAI Capital Management11.9%

Quantinno Capital Management4.4%

00018575882.9%

Others (31)28.9%

Ownership Map

Top 36 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 36 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)