Who owns EA SERIES TRUST?
- Ticker: BSVO
- CUSIP Number: 02072l532
Tip: Access positions for across all investors
Analyze quarterly positions in Ea Series Trust with up to 7 years of data, all consolidated into one spreadsheet
Download as csvTop investors of Ea Series Trust stock
Who bought or sold EA SERIES TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Colony | 35M | $780M | 10% | Sep 2025 |
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| Buckingham Strategic Partners | 15M | $348M | -13% | Sep 2025 |
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| Peirce Capital Management | 1.8M | $42M | 4% | Sep 2025 |
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| Keb Asset Management | 1.6M | $37M | -1% | Sep 2025 |
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| Squire Investment Management Company | 1.5M | $33M | 5% | Sep 2025 |
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| Kaufman Rossin Wealth | 1.2M | $28M | 7% | Sep 2025 |
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| Claris Advisors, Llc / Mo / | 1.2M | $24M | 0% | Sep 2025 |
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| Envestnet Asset Management | 1.1M | $25M | 0% | Sep 2025 |
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| Capstone Wealth Management | 704k | $16M | 6% | Sep 2025 |
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| Brady Martz Wealth Solutions | 682k | $15M | 6% | Sep 2025 |
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| Forum Financial Management | 659k | $15M | -1% | Sep 2025 |
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| Gibson Capital | 618k | $14M | 1% | Sep 2025 |
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| EverSource Wealth Advisors | 617k | $14M | 1% | Sep 2025 |
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| Friday Financial | 573k | $13M | 15% | Sep 2025 |
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| Benningfield Financial Advisors | 556k | $13M | 1% | Sep 2025 |
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| AQR Capital Management | 544k | $12M | 35% | Sep 2025 |
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| HMV Wealth Advisors | 446k | $10M | 21% | Sep 2025 |
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| Dopkins Wealth Management | 406k | $9.2M | -5% | Sep 2025 |
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| JDH Wealth Management | 377k | $8.5M | 6% | Sep 2025 |
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| Lauterbach Financial Advisors | 336k | $7.6M | -1% | Sep 2025 |
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| Hanson McClain Advisors | 267k | $6.1M | -4% | Sep 2025 |
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| Poinciana Advisors Group | 259k | $5.9M | 0% | Sep 2025 |
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| Delap Wealth Advisory | 244k | $5.5M | 14% | Sep 2025 |
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| Evanson Asset Management | 219k | $5.0M | 0% | Sep 2025 |
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| Hill Investment Group Partners | 217k | $4.9M | -2% | Sep 2025 |
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| Northwest Wealth Management | 215k | $4.9M | -2% | Sep 2025 |
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| Parkwoods Wealth Partners | 195k | $4.4M | 65% | Sep 2025 |
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| RB Capital Management | 168k | $3.8M | 4% | Sep 2025 |
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| CogentBlue Wealth Advisors | 165k | $3.7M | 20% | Sep 2025 |
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| Kraft Asset Management | 164k | $3.3M | -17% | Jun 2025 |
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| Jackson Thornton Asset Management | 152k | $3.4M | -2% | Sep 2025 |
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| Baker Tilly Financial | 147k | $3.3M | 100% | Sep 2025 |
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| Bayshore Asset Management | 140k | $3.2M | -1% | Sep 2025 |
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| Park Avenue Securities | 137k | $3.1M | 0% | Sep 2025 |
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| Berger Financial Group | 126k | $2.9M | 0% | Sep 2025 |
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| IFG Advisors | 119k | $2.7M | 1% | Sep 2025 |
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| LPL Financial | 109k | $2.5M | 5% | Sep 2025 |
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| Capital Performance Advisors | 106k | $2.4M | 3% | Sep 2025 |
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| CWM | 101k | $2.3M | -3% | Sep 2025 |
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| RMB Capital Management | 92k | $2.1M | 0% | Sep 2025 |
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| Catalytic Wealth RIA | 91k | $2.1M | 100% | Sep 2025 |
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| Moneta Group Investment Advisors | 82k | $1.9M | -1% | Sep 2025 |
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| PBMares Wealth Management | 76k | $1.7M | 0% | Sep 2025 |
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| Ieq Capital | 73k | $1.6M | 0% | Sep 2025 |
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| PFG Private Wealth Management | 71k | $1.6M | 100% | Sep 2025 |
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| Integrity Wealth Solutions | 71k | $1.6M | 0% | Sep 2025 |
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| Two Sigma Investments | 56k | $1.3M | 100% | Sep 2025 |
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| Waterfront Wealth | 55k | $1.2M | 0% | Sep 2025 |
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| Carlton, Hoffferkamp & Jenks Wealth Management | 53k | $1.2M | 0% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 52k | $1.2M | 0% | Sep 2025 |
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| Ballentine Partners | 49k | $1.1M | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 48k | $1.1M | 28% | Sep 2025 |
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| Symmetry Partner | 44k | $1.0M | -1% | Sep 2025 |
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| Krilogy Financial | 43k | $977k | 0% | Sep 2025 |
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| Beaird Harris Wealth Management | 41k | $920k | 0% | Sep 2025 |
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| Savant Capital Management | 39k | $886k | -5% | Sep 2025 |
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| Cresset Asset Management | 38k | $855k | 100% | Sep 2025 |
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| Discipline Wealth Solutions | 33k | $735k | 100% | Sep 2025 |
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| Creative Planning | 32k | $734k | 0% | Sep 2025 |
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| Susquehanna International | 32k | $725k | 100% | Sep 2025 |
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| Rf&l Wealth Management | 32k | $714k | 34% | Sep 2025 |
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| Fiduciary Trust Company | 28k | $640k | 0% | Sep 2025 |
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| Sax Wealth Advisors | 27k | $605k | 0% | Sep 2025 |
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| Royal Bank of Canada | 23k | $524k | -20% | Sep 2025 |
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| Visionary Wealth Advisors | 23k | $524k | -5% | Sep 2025 |
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| Jpmorgan Chase & Co | 22k | $503k | -22% | Sep 2025 |
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| Cetera Investment Advisers | 21k | $470k | 0% | Sep 2025 |
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| HighTower Advisors | 19k | $437k | -1% | Sep 2025 |
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| Tru Independence Asset Management 2 | 19k | $429k | 2% | Sep 2025 |
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| Goss Wealth Management | 19k | $427k | -8% | Sep 2025 |
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| Cassaday & Co Wealth Management | 17k | $395k | 0% | Sep 2025 |
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| Pathstone Holdings | 17k | $383k | 0% | Sep 2025 |
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| DBK Financial Counsel | 15k | $344k | 0% | Sep 2025 |
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| Jane Street | 15k | $337k | 100% | Sep 2025 |
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| Bartlett & Co. Wealth Management | 15k | $327k | 0% | Sep 2025 |
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| Mml Investors Services | 14k | $325k | 0% | Sep 2025 |
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| Raymond James Financial | 14k | $313k | 7% | Sep 2025 |
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| Morgan Stanley | 14k | $275k | 100% | Jun 2025 |
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| Andina Capital Management | 13k | $287k | 0% | Sep 2025 |
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| Plan | 13k | $284k | 0% | Sep 2025 |
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| Stratos Wealth Partners | 12k | $280k | -18% | Sep 2025 |
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| BWM Planning | 12k | $276k | 0% | Sep 2025 |
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| Private Advisor | 12k | $268k | 0% | Sep 2025 |
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| Crestwood Advisors | 11k | $251k | 0% | Sep 2025 |
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| Pnc Financial Services | 9.9k | $225k | 0% | Sep 2025 |
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| LJI Wealth Management | 9.7k | $221k | -65% | Sep 2025 |
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| Commonwealth Equity Services | 9.7k | $219k | -56% | Sep 2025 |
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| AE Wealth Management | 9.4k | $212k | 0% | Sep 2025 |
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| Advisory Services Network | 9.3k | $212k | 100% | Sep 2025 |
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| Apella Capital | 9.1k | $202k | -10% | Sep 2025 |
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| BBR Partners | 9.0k | $205k | 100% | Sep 2025 |
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| Kavar Capital Partners Group | 8.9k | $202k | 100% | Sep 2025 |
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| Wells Fargo & Company | 8.6k | $195k | 0% | Sep 2025 |
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| Bridge Generations Wealth Management | 7.4k | $167k | 0% | Sep 2025 |
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| Thompson Investment Management | 7.2k | $163k | 0% | Sep 2025 |
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| Advisor Group Holdings | 5.9k | $134k | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 4.6k | $105k | 0% | Sep 2025 |
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| Your Advocates | 4.2k | $94k | 0% | Sep 2025 |
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| UBS Group | 3.3k | $76k | 35% | Sep 2025 |
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| Nova Wealth Management | 3.2k | $72k | -5% | Sep 2025 |
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| Hantz Financial Services | 3.0k | $68k | 0% | Sep 2025 |
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| FMR | 1.9k | $43k | 0% | Sep 2025 |
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| Cloud Capital Management | 51.00 | $999.997800 | 100% | Sep 2025 |
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Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Coldstream Capital Management | Jun 2025 | 13k | $254k |
| Kestra Advisory Services | Jun 2025 | 10k | $212k |
| Skopos Labs | Jun 2025 | 3.0k | $62k |
| Central Trust & Investment | Jun 2025 | 112.00 | $2.3k |