# EA SERIES TRUST (BSVO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BSVO/

- Reporting holders: 8
- Reported value: $43.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $27.3M | 966,800 | 5.4% | 8 |
| [CogentBlue Wealth Advisors, LLC](https://holderbook.com/funds/2054047-cogentblue-wealth-advisors-llc/) | $5.9M | 212,535 | 5.5% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.4M | 158,452 | 0.0% | 3 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $2.1M | 75,972 | 0.0% | 14 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.7M | 59,968 | 0.0% | 4 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $990.7K | 35,433 | 0.2% | 5 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $264.0K | 9,442 | 0.0% | 2 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $246.1K | 8,802 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $43.0M |
| Q2 2026 | 141 | $2.4B |
| Q1 2026 | 118 | $2.0B |
| Q4 2025 | 119 | $1.8B |
| Q3 2025 | 103 | $1.6B |
| Q2 2025 | 96 | $1.4B |
| Q1 2025 | 95 | $1.3B |
| Q4 2024 | 94 | $2.1B |
| Q3 2024 | 77 | $1.3B |
| Q2 2024 | 72 | $1.2B |
| Q1 2024 | 77 | $1.1B |
| Q4 2023 | 66 | $921.3M |