EA Series Trust - BSVO

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$2.372B
QoQ value delta ($000)
+$251K (+0.01%)
Implied price effect (QoQ)
-0.32%
Shares
Total shares
81,530,316
QoQ shares delta
+271,697 (+0.33%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 42 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 1,075,466 36,844,044 1.1%
Focus Partners Advisor Solutions, LLC 615,958 21,101,929 5.22%
Squire Investment Management Company, LLC 50,104 1,716,530 12.06%
KEB ASSET MANAGEMENT, LLC 46,768 1,602,242 7.57%
Kaufman Rossin Wealth, LLC 40,826 1,460,215 16.52%
CLARIS ADVISORS, LLC / MO / 35,417 1,213,370 9.25%
ENVESTNET ASSET MANAGEMENT INC 33,558 1,149,671 0.01%
AQR CAPITAL MANAGEMENT LLC 28,941 991,507 0.01%
Friday Financial 27,290 966,800 5.4%
Peirce Capital Management, LLC 26,920 962,849 9.89%
Brady Martz Wealth Solutions, LLC 22,770 780,094 3.44%
Capstone Wealth Management, LLC 20,774 711,693 9.64%
Gibson Capital, LLC 19,853 710,073 3.37%
EverSource Wealth Advisors, LLC 19,678 674,171 0.66%
HMV Wealth Advisors, LLC 18,875 646,657 7.35%
HBE Wealth Management, LLC 18,125 620,965 13.02%
Forum Financial Management, LP 17,640 630,924 0.23%
Vistica Wealth Advisors, LLC 17,609 603,279 15.24%
BENNINGFIELD FINANCIAL ADVISORS, LLC 14,967 512,763 11.09%
DOPKINS WEALTH MANAGEMENT, LLC 11,590 397,068 4.21%
JDH Wealth Management, LLC 9,765 349,284 5.9%
Lauterbach Financial Advisors, LLC 9,211 329,472 3.93%
POINCIANA ADVISORS GROUP, LLC 7,245 218,043 5.38%
Evanson Financial, LLC 7,116 254,549 0.35%
COGENT STRATEGIC WEALTH LLC 7,045 251,996 6.7%