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

EA SERIES TRUST

131 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 02072L532·131 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$1.8B
visible holders
Holders
131
filers reporting
Concentration
47.13%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q4 2025

131 institutions reported BSVO in Q4 2025. Focus Partners Wealth leads at 47.1% of the visible book.

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
KEB ASSET MANAGEMENT, LLC
CIK 0001903035
$47M1.6M7.57%Q2 202604
Squire Investment Management Company, LLC
CIK 0002031291
$43M1.7M12.04%Q1 202605
Kaufman Rossin Wealth, LLC
CIK 0002049750
$41M1.4M19.19%Q2 202606
CLARIS ADVISORS, LLC / MO /
CIK 0001905092
$35M1.2M9.25%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$29M1.2M0.01%Q1 202608
Peirce Capital Management, LLC
CIK 0002008166
$28M973K10.41%Q2 202609
Friday Financial
CIK 0002048792
$23M810K6.24%Q2 202610
Brady Martz Wealth Solutions, LLC
CIK 0002049470
$23M780K3.44%Q2 202611
Capstone Wealth Management, LLC
CIK 0002019411
$21M712K9.64%Q2 202612
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$20M800K0.01%Q1 202613
EverSource Wealth Advisors, LLC
CIK 0001710537
$20M674K0.66%Q2 202614
HMV Wealth Advisors, LLC
CIK 0002054904
$19M647K7.35%Q2 202615
Forum Financial Management, LP
CIK 0001911832
$19M634K0.24%Q2 202616
HBE Wealth Management, LLC
CIK 0002104442
$18M621K13.02%Q2 202617
Gibson Capital, LLC
CIK 0001427372
$16M622K2.94%Q1 202618
Vistica Wealth Advisors, LLC
CIK 0002109247
$14M609K14.12%Q4 202519
BENNINGFIELD FINANCIAL ADVISORS, LLC
CIK 0002053653
$13M541K9.87%Q4 202520
DOPKINS WEALTH MANAGEMENT, LLC
CIK 0001904152
$12M397K4.21%Q2 2026
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