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
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Top 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 | 36M | $847M | 6% | Dec 2025 |
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| Buckingham Strategic Partners | 20M | $457M | 28% | Dec 2025 |
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| Peirce Capital Management | 1.8M | $43M | 0% | Dec 2025 |
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| Keb Asset Management | 1.6M | $38M | -1% | Dec 2025 |
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| Squire Investment Management Company | 1.6M | $36M | 6% | Dec 2025 |
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| Kaufman Rossin Wealth | 1.3M | $32M | 3% | Mar 2026 |
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| Claris Advisors, Llc / Mo / | 1.2M | $31M | 0% | Mar 2026 |
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| Envestnet Asset Management | 1.2M | $27M | 3% | Dec 2025 |
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| Brady Martz Wealth Solutions | 779k | $20M | 9% | Mar 2026 |
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| Friday Financial | 771k | $20M | 8% | Mar 2026 |
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| Capstone Wealth Management | 718k | $18M | 1% | Mar 2026 |
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| Forum Financial Management | 656k | $15M | 0% | Dec 2025 |
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| AQR Capital Management | 626k | $15M | 15% | Dec 2025 |
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| EverSource Wealth Advisors | 623k | $15M | 1% | Dec 2025 |
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| Gibson Capital | 622k | $16M | 0% | Mar 2026 |
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| Benningfield Financial Advisors | 541k | $13M | -3% | Dec 2025 |
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| HMV Wealth Advisors | 537k | $14M | 0% | Mar 2026 |
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| Dopkins Wealth Management | 393k | $9.2M | -3% | Dec 2025 |
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| JDH Wealth Management | 375k | $9.5M | -2% | Mar 2026 |
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| Lauterbach Financial Advisors | 339k | $7.9M | 1% | Dec 2025 |
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| Cogent Strategic Wealth | 261k | $6.5M | 100% | Dec 2025 |
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| Hanson McClain Advisors | 258k | $6.0M | -4% | Dec 2025 |
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| Delap Wealth Advisory | 256k | $6.0M | 5% | Dec 2025 |
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| Poinciana Advisors Group | 245k | $6.2M | -1% | Mar 2026 |
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| Evanson Asset Management | 232k | $5.9M | 0% | Mar 2026 |
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| Northwest Wealth Management | 221k | $5.6M | 1% | Mar 2026 |
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| Hill Investment Group Partners | 216k | $5.0M | -1% | Dec 2025 |
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| CogentBlue Wealth Advisors | 187k | $4.8M | 5% | Mar 2026 |
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| Parkwoods Wealth Partners | 186k | $4.7M | -2% | Mar 2026 |
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| Farther Finance Advisors | 182k | $4.6M | 100% | Mar 2026 |
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| RB Capital Management | 177k | $4.1M | 5% | Dec 2025 |
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| Jackson Thornton Asset Management | 152k | $3.7M | 0% | Dec 2025 |
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| Bayshore Asset Management | 142k | $3.3M | 1% | Dec 2025 |
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| Park Avenue Securities | 137k | $3.5M | 0% | Mar 2026 |
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| Berger Financial Group | 130k | $3.0M | 3% | Dec 2025 |
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| CWM | 113k | $2.6M | 13% | Dec 2025 |
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| LPL Financial | 107k | $2.5M | -1% | Dec 2025 |
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| IFG Advisors | 107k | $2.7M | -1% | Mar 2026 |
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| Catalytic Wealth RIA | 91k | $2.1M | 0% | Dec 2025 |
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| Capital Performance Advisors | 88k | $2.0M | -17% | Dec 2025 |
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| Smartleaf Asset Management | 85k | $2.0M | 100% | Dec 2025 |
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| RMB Capital Management | 82k | $1.9M | -11% | Dec 2025 |
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| Moneta Group Investment Advisors | 76k | $1.8M | -7% | Dec 2025 |
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| Ieq Capital | 73k | $1.7M | 0% | Dec 2025 |
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| Integrity Wealth Solutions | 72k | $1.7M | 1% | Dec 2025 |
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| Wedmont Private Capital | 61k | $1.6M | -1% | Mar 2026 |
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| Waterfront Wealth | 55k | $1.4M | 0% | Dec 2025 |
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| Carlton, Hoffferkamp & Jenks Wealth Management | 53k | $1.2M | 0% | Dec 2025 |
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| Ballentine Partners | 49k | $1.1M | 0% | Dec 2025 |
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| Mariner Wealth Advisors | 48k | $1.1M | 0% | Dec 2025 |
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| Two Sigma Investments | 47k | $1.1M | -17% | Dec 2025 |
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| Belleair Asset Management | 45k | $1.1M | 10% | Mar 2026 |
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| Rf&l Wealth Management | 44k | $1.1M | 13% | Mar 2026 |
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| Krilogy Financial | 43k | $1.2M | 0% | Mar 2026 |
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| Baker Tilly Financial | 43k | $1.1M | -32% | Mar 2026 |
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| Beaird Harris Wealth Management | 41k | $946k | 0% | Dec 2025 |
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| Savant Capital Management | 39k | $904k | -1% | Dec 2025 |
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| Symmetry Partner | 39k | $903k | -13% | Dec 2025 |
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| Daytona Street Capital | 37k | $955k | 100% | Mar 2026 |
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| Cresset Asset Management | 34k | $793k | -10% | Dec 2025 |
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| Creative Planning | 32k | $756k | 0% | Dec 2025 |
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| Discipline Wealth Solutions | 32k | $801k | -2% | Mar 2026 |
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| LJI Wealth Management | 27k | $631k | 178% | Dec 2025 |
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| Sax Wealth Advisors | 27k | $625k | 0% | Mar 2026 |
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| Fiduciary Trust Company | 27k | $624k | -5% | Dec 2025 |
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| Visionary Wealth Advisors | 23k | $539k | 0% | Dec 2025 |
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| Cetera Investment Advisers | 23k | $527k | 9% | Dec 2025 |
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| Susquehanna International | 20k | $459k | -38% | Dec 2025 |
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| Goss Wealth Management | 19k | $440k | 0% | Dec 2025 |
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| Tru Independence Asset Management 2 | 18k | $416k | -6% | Dec 2025 |
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| Cassaday & Co Wealth Management | 17k | $406k | 0% | Dec 2025 |
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| Clark Asset Management | 17k | $435k | 100% | Mar 2026 |
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| Pathstone Holdings | 17k | $394k | 0% | Dec 2025 |
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| DBK Financial Counsel | 15k | $354k | 0% | Dec 2025 |
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| Mml Investors Services | 15k | $340k | 1% | Dec 2025 |
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| Empowered Funds | 15k | $338k | 100% | Dec 2025 |
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| Bartlett & Co. Wealth Management | 15k | $337k | 0% | Dec 2025 |
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| Private Advisor | 14k | $331k | 20% | Dec 2025 |
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| Quantinno Capital Management | 14k | $330k | 100% | Dec 2025 |
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| HighTower Advisors | 14k | $325k | -28% | Dec 2025 |
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| Raymond James Financial | 14k | $324k | 0% | Dec 2025 |
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| WorthPointe | 14k | $315k | 100% | Dec 2025 |
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| Andina Capital Management | 13k | $321k | 0% | Mar 2026 |
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| Plan | 13k | $331k | 0% | Mar 2026 |
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| COFG Advisors | 12k | $284k | 100% | Dec 2025 |
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| BWM Planning | 12k | $284k | 0% | Dec 2025 |
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| Crestwood Advisors | 11k | $258k | 0% | Dec 2025 |
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| Blueprint Investment Partners | 10k | $235k | 100% | Dec 2025 |
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| Blueprint Financial Advisors | 10k | $235k | 100% | Dec 2025 |
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| Pnc Financial Services | 9.9k | $231k | 0% | Dec 2025 |
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| Goldman Sachs Group | 9.8k | $229k | 100% | Dec 2025 |
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| Pensionmark Financial Group | 9.6k | $224k | 100% | Dec 2025 |
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| Advisory Services Network | 9.5k | $221k | 1% | Dec 2025 |
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| Apella Capital | 9.1k | $213k | 0% | Dec 2025 |
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| Stratos Wealth Partners | 9.1k | $211k | -27% | Dec 2025 |
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| BBR Partners | 9.0k | $211k | 0% | Dec 2025 |
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| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 9.0k | $210k | 100% | Dec 2025 |
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| Kavar Capital Partners Group | 8.9k | $227k | 0% | Mar 2026 |
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| Bridge Generations Wealth Management | 7.4k | $172k | 0% | Dec 2025 |
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| Thompson Investment Management | 7.2k | $183k | 0% | Mar 2026 |
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| Central Trust & Investment | 6.9k | $176k | 0% | Mar 2026 |
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| Kestra Advisory Services | 5.9k | $138k | 100% | Dec 2025 |
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| Hamilton Point Investment Advisors | 5.6k | $131k | 100% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 4.6k | $108k | 0% | Dec 2025 |
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| Advisor Group Holdings | 4.5k | $105k | -23% | Dec 2025 |
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| Your Advocates | 4.2k | $97k | 0% | Dec 2025 |
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| Hantz Financial Services | 3.0k | $70k | 0% | Dec 2025 |
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| Nova Wealth Management | 3.0k | $75k | -5% | Mar 2026 |
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| FMR | 1.9k | $44k | 0% | Dec 2025 |
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| Ares Financial Consulting | 1.2k | $30k | 100% | Mar 2026 |
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| UBS Group | 613.00 | $14k | -82% | Dec 2025 |
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| AE Wealth Management | 18.00 | $419.000400 | -100% | Dec 2025 |
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Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| PFG Private Wealth Management | Sep 2025 | 71k | $1.6M |
| Wealth Enhancement Advisory Services | Dec 2025 | 53k | $1.3M |
| Jane Street | Sep 2025 | 15k | $337k |
| Commonwealth Equity Services | Sep 2025 | 9.7k | $219k |
| Wells Fargo & Company | Sep 2025 | 8.6k | $195k |
| Cloud Capital Management | Sep 2025 | 51.00 | $999.997800 |