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 | $511M | 3% | Mar 2026 |
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| Peirce Capital Management | 1.8M | $46M | -1% | Mar 2026 |
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| Squire Investment Management Company | 1.7M | $43M | 10% | Mar 2026 |
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| Keb Asset Management | 1.6M | $41M | 0% | Mar 2026 |
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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 | $29M | 0% | Mar 2026 |
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| AQR Capital Management | 800k | $20M | 28% | Mar 2026 |
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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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| EverSource Wealth Advisors | 647k | $16M | 4% | Mar 2026 |
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| Forum Financial Management | 646k | $16M | -2% | Mar 2026 |
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| Gibson Capital | 622k | $16M | 0% | Mar 2026 |
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| HBE Wealth Management | 619k | $16M | 100% | Mar 2026 |
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| Vistica Wealth Advisors | 577k | $15M | 100% | Mar 2026 |
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| HMV Wealth Advisors | 537k | $14M | 0% | Mar 2026 |
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| Benningfield Financial Advisors | 522k | $13M | -4% | Mar 2026 |
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| Dopkins Wealth Management | 398k | $10M | 1% | Mar 2026 |
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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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| Delap Wealth Advisory | 268k | $6.8M | 5% | Mar 2026 |
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| Cogent Strategic Wealth | 261k | $6.6M | 0% | Mar 2026 |
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| Hanson McClain Advisors | 258k | $6.0M | -4% | 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 | 215k | $5.5M | 0% | Mar 2026 |
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| Prism Planning Partners | 200k | $5.1M | 100% | Mar 2026 |
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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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| Two Sigma Investments | 178k | $4.5M | 283% | Mar 2026 |
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| RB Capital Management | 177k | $4.1M | 5% | Dec 2025 |
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| Mariner Wealth Advisors | 168k | $4.2M | 250% | Mar 2026 |
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| Jackson Thornton Asset Management | 151k | $4.0M | -1% | Mar 2026 |
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| Bayshore Asset Management | 146k | $3.7M | 3% | Mar 2026 |
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| Park Avenue Securities | 137k | $3.5M | 0% | Mar 2026 |
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| Berger Financial Group | 122k | $3.1M | -6% | Mar 2026 |
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| CWM | 113k | $2.6M | 13% | Dec 2025 |
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| LPL Financial | 112k | $2.8M | 4% | Mar 2026 |
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| Quantinno Capital Management | 109k | $2.8M | 668% | Mar 2026 |
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| Oath Planning | 108k | $2.7M | 100% | Mar 2026 |
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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 | 84k | $2.1M | -5% | Mar 2026 |
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| RMB Capital Management | 82k | $2.1M | 0% | Mar 2026 |
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| Smartleaf Asset Management | 81k | $2.0M | -5% | Mar 2026 |
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| Umb Bank N A | 76k | $1.9M | 100% | Mar 2026 |
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| Apella Capital | 76k | $2.1M | 730% | Mar 2026 |
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| Moneta Group Investment Advisors | 75k | $1.9M | -1% | Mar 2026 |
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| Ieq Capital | 73k | $1.7M | 0% | Dec 2025 |
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| Integrity Wealth Solutions | 72k | $1.8M | 0% | Mar 2026 |
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| Wedmont Private Capital | 61k | $1.6M | -1% | Mar 2026 |
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| Waterfront Wealth | 55k | $1.4M | 0% | Mar 2026 |
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| Carlton, Hoffferkamp & Jenks Wealth Management | 53k | $1.5M | 0% | Mar 2026 |
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| Ballentine Partners | 49k | $1.2M | 0% | Mar 2026 |
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| Independent Financial Group | 49k | $1.2M | 100% | Mar 2026 |
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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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| E-Wealth Partners | 42k | $988k | 100% | Dec 2025 |
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| Beaird Harris Wealth Management | 41k | $946k | 0% | Dec 2025 |
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| Savant Capital Management | 39k | $985k | 0% | Mar 2026 |
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| Symmetry Partner | 38k | $950k | -3% | Mar 2026 |
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| Daytona Street Capital | 37k | $955k | 100% | Mar 2026 |
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| Cresset Asset Management | 34k | $864k | 0% | Mar 2026 |
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| Creative Planning | 32k | $815k | -1% | Mar 2026 |
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| Discipline Wealth Solutions | 32k | $801k | -2% | Mar 2026 |
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| Rsm Us Wealth Management | 28k | $720k | 100% | Mar 2026 |
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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 | $587k | 0% | Mar 2026 |
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| LJI Wealth Management | 20k | $515k | -25% | Mar 2026 |
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| Madrid Financial Services | 20k | $500k | 100% | Mar 2026 |
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| Susquehanna International | 20k | $459k | -38% | Dec 2025 |
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| Goss Wealth Management | 19k | $479k | 0% | Mar 2026 |
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| Cassaday & Co Wealth Management | 17k | $442k | 0% | Mar 2026 |
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| Clark Asset Management | 17k | $435k | 100% | Mar 2026 |
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| Pathstone Holdings | 17k | $429k | 0% | Mar 2026 |
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| Tru Independence Asset Management 2 | 17k | $425k | -6% | Mar 2026 |
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| Kilner Capital Advisors | 16k | $416k | 100% | Mar 2026 |
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| Morgan Stanley | 16k | $415k | 66% | Mar 2026 |
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| DBK Financial Counsel | 15k | $385k | 0% | Mar 2026 |
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| Mml Investors Services | 15k | $373k | 1% | Mar 2026 |
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| Empowered Funds | 15k | $338k | 100% | Dec 2025 |
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| Bartlett & Co. Wealth Management | 15k | $396k | 0% | Mar 2026 |
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| HighTower Advisors | 14k | $354k | 0% | Mar 2026 |
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| Raymond James Financial | 14k | $324k | 0% | Dec 2025 |
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| Private Advisor | 13k | $341k | -5% | Mar 2026 |
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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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| Intentional Wealth Strategies | 13k | $316k | 100% | Mar 2026 |
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| COFG Advisors | 12k | $309k | 0% | Mar 2026 |
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| BWM Planning | 12k | $309k | 0% | Mar 2026 |
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| Crestwood Advisors | 11k | $281k | 0% | Mar 2026 |
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| Blueprint Financial Advisors | 10k | $256k | 0% | Mar 2026 |
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| Blueprint Investment Partners | 10k | $235k | 100% | Dec 2025 |
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| Pnc Financial Services | 9.9k | $252k | 0% | Mar 2026 |
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| Advisory Services Network | 9.5k | $221k | 1% | Dec 2025 |
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| Pensionmark Financial Group | 9.3k | $237k | -3% | Mar 2026 |
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| Mercer Global Advisors | 9.3k | $237k | 100% | Mar 2026 |
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| BBR Partners | 9.0k | $230k | 0% | Mar 2026 |
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| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 9.0k | $228k | 0% | Mar 2026 |
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| Kavar Capital Partners Group | 8.9k | $227k | 0% | Mar 2026 |
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| Stratos Wealth Partners | 8.6k | $219k | -5% | Mar 2026 |
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| Comprehensive Portfolio Management | 8.0k | $204k | 100% | Mar 2026 |
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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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| Northwestern Mutual Wealth Management Company | 4.6k | $117k | 0% | Mar 2026 |
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| Advisor Group Holdings | 4.5k | $105k | -23% | Dec 2025 |
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| Your Advocates | 4.2k | $106k | 0% | Mar 2026 |
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| Hantz Financial Services | 3.0k | $77k | 0% | Mar 2026 |
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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 | 400.00 | $10k | -35% | Mar 2026 |
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| Reyes Financial Architecture | 95.00 | $2.4k | 100% | Mar 2026 |
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| AE Wealth Management | 18.00 | $457.000200 | 0% | Mar 2026 |
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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 |
| Royal Bank of Canada | Sep 2025 | 23k | $524k |
| Cetera Investment Advisers | Dec 2025 | 23k | $527k |
| Jpmorgan Chase & Co | Sep 2025 | 22k | $503k |
| WorthPointe | Dec 2025 | 14k | $315k |
| Goldman Sachs Group | Dec 2025 | 9.8k | $229k |
| Bridge Generations Wealth Management | Dec 2025 | 7.4k | $172k |
| Kestra Advisory Services | Dec 2025 | 5.9k | $138k |
| Hamilton Point Investment Advisors | Dec 2025 | 5.6k | $131k |