EA SERIES TRUST (BSVO)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
138
Reporting holders
$2.4B
Reported value
0.0%
Held as options
+22
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Focus Partners Wealth | $1.1B | 36,844,044 | 1.10% | 8q | -1.1%-$12.1M |
| Focus Partners Advisor Solutions, LLC | $616.0M | 21,101,929 | 5.22% | 14q | +4.8%+$28.2M |
| Squire Investment Management Company, LLC | $50.1M | 1,716,530 | 12.06% | 11q | +0.5%+$272.1K |
| KEB ASSET MANAGEMENT, LLC | $46.8M | 1,602,242 | 7.57% | 14q | -0.9%-$414.7K |
| Kaufman Rossin Wealth, LLC | $40.5M | 1,408,620 | 19.19% | 7q | +10.3%+$3.8M |
| CLARIS ADVISORS, LLC / MO / | $35.4M | 1,213,370 | 9.25% | 14q | -0.8%-$276.2K |
| ENVESTNET ASSET MANAGEMENT INC | $33.6M | 1,149,671 | 0.01% | 12q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $28.9M | 991,507 | 0.01% | 11q | +24.0%+$5.6M |
| Peirce Capital Management, LLC | $28.4M | 972,972 | 10.41% | 11q | -46.5%-$24.7M |
| Friday Financial | $23.3M | 810,376 | 6.24% | 7q | +5.1%+$1.1M |
| Brady Martz Wealth Solutions, LLC | $22.8M | 780,094 | 3.44% | 7q | HELD |
| Capstone Wealth Management, LLC | $20.8M | 711,693 | 9.64% | 7q | -0.9%-$196.1K |
| EverSource Wealth Advisors, LLC | $19.7M | 674,171 | 0.66% | 14q | +4.1%+$781.5K |
| Gibson Capital, LLC | $19.2M | 656,307 | 3.14% | 14q | +5.5%+$990.7K |
| HMV Wealth Advisors, LLC | $18.9M | 646,657 | 7.35% | 7q | +20.4%+$3.2M |
| Forum Financial Management, LP | $18.5M | 634,359 | 0.24% | 14q | -1.8%-$335.7K |
| HBE Wealth Management, LLC | $18.1M | 620,965 | 13.02% | 3q | HELD |
| Vistica Wealth Advisors, LLC | $17.6M | 603,279 | 15.24% | 3q | +4.5%+$760.5K |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | $15.0M | 512,763 | 11.09% | 7q | -1.8%-$278.8K |
| DOPKINS WEALTH MANAGEMENT, LLC | $11.6M | 397,068 | 4.21% | 14q | HELD |
| JDH Wealth Management, LLC | $10.2M | 350,048 | 6.22% | 7q | -6.7%-$736.4K |
| Lauterbach Financial Advisors, LLC | $9.6M | 328,483 | 4.12% | 14q | -1.8%-$173.0K |
| Aerodigm Wealth, LLC | $8.0M | 273,176 | 2.69% | 14q | +1.8%+$143.6K |
| COGENT STRATEGIC WEALTH LLC | $7.4M | 254,633 | 7.09% | 3q | -2.3%-$172.7K |
| Evanson Financial, LLC | $7.4M | 254,549 | 0.36% | new | FIRST |
| POINCIANA ADVISORS GROUP, LLC | $7.2M | 218,043 | 5.38% | 7q | -11.1%-$904.6K |
| Allworth Financial LP | $6.5M | 223,574 | 0.03% | 7q | -11.5%-$847.9K |
| NORTHWEST WEALTH MANAGEMENT, LLC | $6.4M | 218,894 | 0.84% | 14q | -0.7%-$46.3K |
| Hill Investment Group Partners, LLC | $6.0M | 204,738 | 0.61% | 14q | -4.9%-$309.4K |
| Prism Planning Partners LLC | $5.9M | 203,141 | 6.28% | 3q | +1.7%+$100.5K |
| CogentBlue Wealth Advisors, LLC | $5.7M | 195,926 | 3.28% | 7q | +4.6%+$248.9K |
| JPMORGAN CHASE & CO | $5.7M | 195,859 | 0.00% | 12q | +44.8%+$1.8M |
| RB Capital Management, LLC | $5.7M | 194,169 | 1.10% | 14q | +7.3%+$385.8K |
| TWO SIGMA INVESTMENTS, LP | $5.4M | 185,900 | 0.00% | 4q | +4.3%+$221.8K |
| Farther Finance Advisors, LLC | $5.3M | 181,735 | 0.04% | 2q | HELD |
| Mariner, LLC | $5.1M | 174,052 | 0.01% | 9q | +3.9%+$191.0K |
| Parkwoods Wealth Partners, LLC | $5.0M | 171,369 | 0.80% | 6q | -7.9%-$427.2K |
| LPL Financial LLC | $4.4M | 151,029 | 0.00% | 14q | +35.2%+$1.1M |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $4.3M | 147,232 | 0.34% | 14q | -2.3%-$102.6K |
| BAYSHORE ASSET MANAGEMENT, LLC | $4.2M | 143,661 | 1.50% | 14q | -1.8%-$75.3K |
| GOLDMAN SACHS GROUP INC | $3.7M | 125,104 | 0.00% | new | NEW |
| Berger Financial Group, Inc | $3.6M | 122,097 | 0.18% | 7q | HELD |
| Quantinno Capital Management LP | $3.5M | 121,012 | 0.00% | 3q | +11.3%+$359.0K |
| Apollon Wealth Management, LLC | $3.4M | 116,460 | 0.04% | new | NEW |
| Oath Planning, LLC | $3.1M | 106,256 | 2.30% | 3q | -1.4%-$44.8K |
| IFG Advisors, LLC | $3.1M | 105,525 | 0.42% | 14q | -1.1%-$35.5K |
| Curi Capital, LLC | $2.4M | 82,395 | 0.04% | 5q | HELD |
| Smartleaf Asset Management LLC | $2.4M | 81,279 | 0.08% | 3q | HELD |
| EARNED WEALTH ADVISORS, LLC | $2.3M | 79,693 | 0.15% | 14q | -4.9%-$120.5K |
| IEQ CAPITAL, LLC | $2.3M | 79,359 | 0.01% | 5q | +9.4%+$199.4K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $2.2M | 75,365 | 0.02% | 14q | HELD |
| Apella Capital, LLC | $2.2M | 75,972 | 0.03% | 13q | HELD |
| Integrity Wealth Solutions LLC | $2.1M | 71,538 | 0.77% | 11q | HELD |
| Wedmont Private Capital | $1.8M | 60,468 | 0.05% | 3q | HELD |
| Waterfront Wealth Inc. | $1.6M | 55,203 | 0.25% | 14q | HELD |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | $1.6M | 52,645 | 0.50% | 9q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 52,634 | 0.00% | 5q | HELD |
| UMB Bank, n.a. | $1.4M | 49,293 | 0.02% | 2q | -35.1%-$779.3K |
| Ballentine Partners, LLC | $1.4M | 49,265 | 0.02% | 13q | HELD |
| Krilogy Financial LLC | $1.4M | 48,203 | 0.04% | 14q | +11.3%+$142.4K |
| OSAIC HOLDINGS, INC. | $1.3M | 45,711 | 0.00% | 12q | +692.1%+$1.2M |
| Belleair Asset Management, LLC | $1.3M | 43,643 | 1.07% | 3q | -2.0%-$25.7K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.2M | 42,522 | 0.26% | 4q | -0.7%-$9.0K |
| RF&L WEALTH MANAGEMENT, LLC | $1.2M | 41,776 | 0.83% | 5q | -4.0%-$50.5K |
| Daytona Street Capital LLC | $1.1M | 37,239 | 0.79% | 2q | HELD |
| Savant Capital, LLC | $1.0M | 35,649 | 0.00% | 9q | -8.1%-$92.2K |
| E-Wealth Partners, LLC | $995.4K | 34,103 | 0.72% | 2q | -19.6%-$242.4K |
| Cresset Asset Management, LLC | $993.9K | 34,051 | 0.00% | 4q | HELD |
| Symmetry Partners, LLC | $992.8K | 34,011 | 0.05% | 7q | -9.2%-$100.8K |
| Creative Planning | $937.4K | 32,115 | 0.00% | 14q | HELD |
| Discipline Wealth Solutions, LLC | $891.1K | 30,529 | 0.08% | 4q | -3.3%-$30.7K |
| CHOREO, LLC | $793.4K | 27,180 | 0.01% | 2q | -4.3%-$35.3K |
| Fiduciary Trust Co | $781.5K | 26,773 | 0.01% | 13q | HELD |
| SAX WEALTH ADVISORS, LLC | $764.0K | 30,113 | 0.03% | 14q | +12.2%+$83.3K |
| Kestra Advisory Services, LLC | $692.7K | 23,732 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $678.3K | 23,238 | 0.00% | 4q | +26.7%+$142.9K |
| Visionary Wealth Advisors | $674.8K | 23,118 | 0.03% | 14q | HELD |
| Compass Ion Advisors, LLC | $642.9K | 22,025 | 0.06% | new | NEW |
| Beaird Harris Wealth Management, LLC | $634.2K | 21,728 | 0.04% | 14q | HELD |
| Madrid Financial Services | $575.2K | 19,705 | 0.30% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $542.8K | 18,594 | 0.00% | 2q | +99.4%+$270.6K |
| SAPIENT CAPITAL LLC | $515.1K | 17,648 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $513.8K | 17,601 | 0.00% | 8q | -6.7%-$37.0K |
| Vise Technologies, Inc. | $513.8K | 17,601 | 0.01% | new | NEW |
| Cassaday & Co Wealth Management LLC | $508.3K | 17,415 | 0.01% | 10q | HELD |
| Clark Asset Management, LLC | $500.9K | 17,159 | 0.04% | 2q | HELD |
| Pathstone Holdings, LLC | $493.2K | 16,897 | 0.00% | 11q | HELD |
| RITHOLTZ WEALTH MANAGEMENT | $468.7K | 16,056 | 0.00% | 2q | +100.0%+$234.3K |
| KILNER CAPITAL ADVISORS, LLC | $458.2K | 15,862 | 0.39% | 3q | -3.3%-$15.8K |
| DBK Financial Counsel, LLC | $443.0K | 15,175 | 0.37% | 9q | HELD |
| MML INVESTORS SERVICES, LLC | $432.6K | 14,819 | 0.00% | 8q | +0.7%+$2.9K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $421.9K | 14,455 | 0.01% | 11q | HELD |
| Cetera Investment Advisers | $421.2K | 14,431 | 0.00% | new | NEW |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $414.8K | 14,211 | 0.22% | 8q | -15.2%-$74.3K |
| HighTower Advisors, LLC | $411.5K | 14,099 | 0.00% | 9q | +1.1%+$4.7K |
| Sanctuary Advisors, LLC | $410.6K | 14,066 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $405.5K | 13,893 | 0.00% | 5q | HELD |
| Intentional Wealth Strategies, LLC | $376.7K | 12,904 | 0.35% | 2q | +3.6%+$13.1K |
| Plancorp, LLC | $364.3K | 12,544 | 0.01% | 14q | HELD |
| COFG Advisors, LLC | $355.9K | 12,192 | 0.06% | 3q | HELD |
Showing the largest 100 of 141 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 138 | $2.4B | 81,121,949 | 23 | 29 | 38 | 0.0% |
| Q1 2026 | 116 | $2.0B | 80,485,445 | 9 | 30 | 31 | 0.0% |
| Q4 2025 | 116 | $1.8B | 77,897,656 | 13 | 31 | 29 | 0.0% |
| Q3 2025 | 98 | $1.6B | 69,432,763 | 11 | 26 | 22 | 0.0% |
| Q2 2025 | 91 | $1.4B | 67,491,175 | 7 | 29 | 25 | 0.0% |
| Q1 2025 | 92 | $1.3B | 66,643,792 | 7 | 26 | 21 | 0.0% |
| Q4 2024 | 90 | $2.1B | 98,306,612 | 8 | 21 | 22 | 0.0% |
| Q3 2024 | 73 | $1.3B | 58,080,211 | 8 | 15 | 17 | 0.0% |
| Q2 2024 | 69 | $1.1B | 56,163,637 | 7 | 20 | 13 | 0.0% |
| Q1 2024 | 73 | $1.1B | 52,723,136 | 15 | 20 | 12 | 0.0% |
| Q4 2023 | 62 | $920.0M | 43,777,656 | 7 | 21 | 11 | 0.0% |
| Q3 2023 | 58 | $738.7M | 40,427,920 | 11 | 12 | 15 | 0.0% |
| Q2 2023 | 49 | $642.1M | 35,998,154 | 7 | 10 | 12 | 0.0% |
| Q1 2023 | 44 | $237.1M | 13,527,138 | 44 | 0 | 0 | 0.0% |