EA Series Trust - BSVO

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$1.82B
QoQ value delta ($000)
+$254.2M (+16.23%)
Implied price effect (QoQ)
+3.09%
Shares
Total shares
78,088,045
QoQ shares delta
+8,830,403 (+12.75%)
Total shares held by funds (by quarter)

Market chart (BSVO)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
Focus Partners Wealth 847,448 36,371,177 0.97%
Focus Partners Advisor Solutions, LLC 457,388 19,630,402 5.61%
Peirce Capital Management, LLC 42,732 1,834,005 17.01%
KEB ASSET MANAGEMENT, LLC 37,769 1,621,003 7.66%
Squire Investment Management Company, LLC 36,204 1,553,853 10.96%
Kaufman Rossin Wealth, LLC 28,908 1,240,724 15.05%
CLARIS ADVISORS, LLC / MO / 28,461 1,221,532 8.67%
ENVESTNET ASSET MANAGEMENT INC 26,861 1,152,863 0.01%
Brady Martz Wealth Solutions, LLC 16,672 715,560 2.94%
Friday Financial 16,593 712,163 5.85%
Capstone Wealth Management, LLC 16,505 708,387 12.04%
Forum Financial Management, LP 15,293 656,352 0.2%
AQR CAPITAL MANAGEMENT LLC 14,574 625,507 0.01%
EverSource Wealth Advisors, LLC 14,511 622,811 0.53%
Gibson Capital, LLC 14,478 621,416 2.66%
Vistica Wealth Advisors, LLC 14,185 608,817 14.12%
HBE Wealth Management, LLC 13,428 576,334 12.63%
BENNINGFIELD FINANCIAL ADVISORS, LLC 12,612 541,315 9.87%
HMV Wealth Advisors, LLC 12,529 537,732 6.27%
DOPKINS WEALTH MANAGEMENT, LLC 9,166 393,407 3.74%
JDH Wealth Management, LLC 8,895 381,784 6.1%
Lauterbach Financial Advisors, LLC 7,887 338,537 3.86%
COGENT STRATEGIC WEALTH LLC 6,535 261,105 7.13%
Allworth Financial LP 5,999 257,507 0.02%
Aerodigm Wealth, LLC 5,966 256,062 2.1%