13F Insight
DOSSIER · 13F Holders · Q4 2025Inflation hedgeYield
BSVO

EA SERIES TRUST

125 institutions still hold EA SERIES TRUST as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072l532·125 13F holders·last filed Dec 31, 2025
Market cap
—
▼ 5.2%
vs prior quarter
13F value held
$1.8B
46.0% inst. owned
of float
Holders
125
-24 QoQ
filers reporting
Activity
+46 / −68
+1,033 added · −975 reduced
this quarter
Concentration
47.77%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q4 2025

125 institutions reported BSVO in Q4 2025. Focus Partners Wealth leads at 47.8% of the visible book. -24 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Focus Partners Wealth
CIK 0001542153
$847M36.4M0.97%Q4 202502
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$511M20.1M5.15%Q1 202603
Peirce Capital Management, LLC
CIK 0002008166
$46M1.8M18.04%Q1 202604
Squire Investment Management Company, LLC
CIK 0002031291
$43M1.7M12.04%Q1 202605
KEB ASSET MANAGEMENT, LLC
CIK 0001903035
$41M1.6M7.86%Q1 202606
Kaufman Rossin Wealth, LLC
CIK 0002049750
$32M1.3M18.57%Q1 202607
CLARIS ADVISORS, LLC / MO /
CIK 0001905092
$31M1.2M9.28%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$29M1.2M0.01%Q1 202609
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$20M800K0.01%Q1 202610
Brady Martz Wealth Solutions, LLC
CIK 0002049470
$20M779K3.37%Q1 202611
Friday Financial
CIK 0002048792
$20M771K6.74%Q1 202612
Capstone Wealth Management, LLC
CIK 0002019411
$18M718K12.71%Q1 202613
EverSource Wealth Advisors, LLC
CIK 0001710537
$16M647K0.50%Q1 202614
Forum Financial Management, LP
CIK 0001911832
$16M646K0.23%Q1 202615
Gibson Capital, LLC
CIK 0001427372
$16M622K2.94%Q1 202616
HBE Wealth Management, LLC
CIK 0002104442
$16M619K13.68%Q1 202617
Vistica Wealth Advisors, LLC
CIK 0002109247
$14M609K14.12%Q4 202518
HMV Wealth Advisors, LLC
CIK 0002054904
$14M537K6.40%Q1 202619
BENNINGFIELD FINANCIAL ADVISORS, LLC
CIK 0002053653
$13M541K9.87%Q4 202520
DOPKINS WEALTH MANAGEMENT, LLC
CIK 0001904152
$10M398K4.06%Q1 2026
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