EA Series Trust - BSVO

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$2.048B
QoQ value delta ($000)
+$225.9M (+12.4%)
Implied price effect (QoQ)
+8.85%
Shares
Total shares
80,701,814
QoQ shares delta
+2,551,060 (+3.26%)
Total shares held by funds (by quarter)

Market chart (BSVO)

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Top holders (Q1 2026)

Top 25 only Full list
Partial Q1 2026 data: 120 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Focus Partners Wealth 945,231 37,257,857 1.05%
Focus Partners Advisor Solutions, LLC 510,688 20,135,575 5.15%
Peirce Capital Management, LLC 46,110 1,817,517 18.04%
Squire Investment Management Company, LLC 43,311 1,707,209 12.04%
KEB ASSET MANAGEMENT, LLC 41,009 1,616,450 7.86%
Kaufman Rossin Wealth, LLC 32,391 1,276,766 18.57%
CLARIS ADVISORS, LLC / MO / 31,023 1,222,832 9.28%
ENVESTNET ASSET MANAGEMENT INC 29,209 1,151,327 0.01%
AQR CAPITAL MANAGEMENT LLC 20,291 799,815 0.01%
Brady Martz Wealth Solutions, LLC 19,765 779,088 3.37%
Friday Financial 19,558 770,945 6.74%
Capstone Wealth Management, LLC 18,226 718,412 12.71%
EverSource Wealth Advisors, LLC 16,424 647,398 0.5%
Forum Financial Management, LP 16,385 645,859 0.23%
Gibson Capital, LLC 15,789 622,367 2.94%
HBE Wealth Management, LLC 15,699 618,827 13.68%
Vistica Wealth Advisors, LLC 14,644 577,227 14.59%
HMV Wealth Advisors, LLC 13,621 536,902 6.4%
BENNINGFIELD FINANCIAL ADVISORS, LLC 13,251 522,314 10.46%
DOPKINS WEALTH MANAGEMENT, LLC 10,094 397,894 4.06%
JDH Wealth Management, LLC 9,520 375,275 6.42%
Lauterbach Financial Advisors, LLC 8,483 334,410 4.14%
Aerodigm Wealth, LLC 6,805 268,258 2.56%
COGENT STRATEGIC WEALTH LLC 6,610 260,550 6.79%
Allworth Financial LP 6,408 252,621 0.03%