13F Insight
DOSSIER · 13F Holders · Q3 2026
BSVO

EA SERIES TRUST

148 institutions still hold EA SERIES TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L532·148 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$2.4B
visible holders
Holders
148
filers reporting
Concentration
45.05%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q3 2026

148 institutions reported BSVO in Q3 2026. Focus Partners Wealth leads at 45.1% 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
$1.1B38.2M1.11%Q3 202602
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$616M22.0M4.96%Q3 202603
Squire Investment Management Company, LLC
CIK 0002031291
$49M1.8M11.51%Q3 202604
KEB ASSET MANAGEMENT, LLC
CIK 0001903035
$44M1.6M7.09%Q3 202605
Kaufman Rossin Wealth, LLC
CIK 0002049750
$41M1.5M16.52%Q3 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$34M1.1M0.01%Q2 202607
CLARIS ADVISORS, LLC / MO /
CIK 0001905092
$33M1.2M8.84%Q3 202608
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$29M992K0.01%Q2 202609
Friday Financial
CIK 0002048792
$27M967K5.40%Q3 202610
Peirce Capital Management, LLC
CIK 0002008166
$27M963K9.89%Q3 202611
Brady Martz Wealth Solutions, LLC
CIK 0002049470
$23M815K3.37%Q3 202612
Capstone Wealth Management, LLC
CIK 0002019411
$20M710K9.20%Q3 202613
Gibson Capital, LLC
CIK 0001427372
$20M710K3.37%Q3 202614
EverSource Wealth Advisors, LLC
CIK 0001710537
$19M692K0.62%Q3 202615
HMV Wealth Advisors, LLC
CIK 0002054904
$19M669K7.09%Q3 202616
Forum Financial Management, LP
CIK 0001911832
$18M631K0.23%Q3 202617
Vistica Wealth Advisors, LLC
CIK 0002109247
$18M603K15.24%Q2 202618
HBE Wealth Management, LLC
CIK 0002104442
$17M621K12.36%Q3 202619
BENNINGFIELD FINANCIAL ADVISORS, LLC
CIK 0002053653
$14M495K10.01%Q3 202620
DOPKINS WEALTH MANAGEMENT, LLC
CIK 0001904152
$11M396K5.16%Q3 2026
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