BSVO institutional holders

EA SERIES TRUST · 13F, 2026Q2

Managers holding140
Shares held81,279,473
Reported value$2.4bn
Quarter flows25 new, 30 added, 42 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Focus Partners Wealth36,844,044$1.1bn1.1%
Focus Partners Advisor Solutions, LLC21,101,929$616.0m5.2%
Squire Investment Management Company, LLC1,716,530$50.1m12.1%
KEB ASSET MANAGEMENT, LLC1,602,242$46.8m7.6%
Kaufman Rossin Wealth, LLC1,408,620$40.5m19.2%
CLARIS ADVISORS, LLC / MO /1,213,370$35.4m9.2%
ENVESTNET ASSET MANAGEMENT INC1,149,671$33.6m0.0%
AQR CAPITAL MANAGEMENT LLC991,507$28.9m0.0%
Peirce Capital Management, LLC972,972$28.4m10.4%
Friday Financial810,376$23.3m6.2%
Brady Martz Wealth Solutions, LLC780,094$22.8m3.4%
Capstone Wealth Management, LLC711,693$20.8m9.6%
EverSource Wealth Advisors, LLC674,171$19.7m0.7%
Gibson Capital, LLC656,307$19.2m3.1%
HMV Wealth Advisors, LLC646,657$18.9m7.3%
Forum Financial Management, LP634,359$18.5m0.2%
HBE Wealth Management, LLC620,965$18.1m13.0%
Vistica Wealth Advisors, LLC603,279$17.6m15.2%
BENNINGFIELD FINANCIAL ADVISORS, LLC512,763$15.0m11.1%
DOPKINS WEALTH MANAGEMENT, LLC397,068$11.6m4.2%
JDH Wealth Management, LLC350,048$10.2m6.2%
Lauterbach Financial Advisors, LLC328,483$9.6m4.1%
Aerodigm Wealth, LLC273,176$8.0m2.7%
COGENT STRATEGIC WEALTH LLC254,633$7.4m7.1%
Evanson Financial, LLC254,549$7.4m0.4%

Every holder, line by line, and the full history since 2013: yf.Client().holders("BSVO"). BSVO price history · All 13F data

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