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 csv
Download as Excel
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 | 37M | $1.1B | -1% | Jun 2026 |
|
| Buckingham Strategic Partners | 21M | $616M | 5% | Jun 2026 |
|
| Squire Investment Management Company | 1.7M | $50M | 1% | Jun 2026 |
|
| Keb Asset Management | 1.6M | $47M | -1% | Jun 2026 |
|
| Kaufman Rossin Wealth | 1.5M | $41M | 4% | Sep 2026 |
|
| Claris Advisors, Llc / Mo / | 1.2M | $35M | -1% | Jun 2026 |
|
| Envestnet Asset Management | 1.1M | $34M | 0% | Jun 2026 |
|
| AQR Capital Management | 992k | $29M | 24% | Jun 2026 |
|
| Friday Financial | 967k | $27M | 19% | Sep 2026 |
|
| Peirce Capital Management | 963k | $27M | -1% | Sep 2026 |
|
| Brady Martz Wealth Solutions | 780k | $23M | 0% | Jun 2026 |
|
| Capstone Wealth Management | 712k | $21M | -1% | Jun 2026 |
|
| Gibson Capital | 710k | $20M | 8% | Sep 2026 |
|
| EverSource Wealth Advisors | 674k | $20M | 4% | Jun 2026 |
|
| HMV Wealth Advisors | 669k | $19M | 3% | Sep 2026 |
|
| Forum Financial Management | 631k | $18M | -1% | Sep 2026 |
|
| HBE Wealth Management | 621k | $18M | 0% | Jun 2026 |
|
| Vistica Wealth Advisors | 603k | $18M | 5% | Jun 2026 |
|
| Benningfield Financial Advisors | 513k | $15M | -2% | Jun 2026 |
|
| Dopkins Wealth Management | 397k | $12M | 0% | Jun 2026 |
|
| JDH Wealth Management | 349k | $9.8M | 0% | Sep 2026 |
|
| Lauterbach Financial Advisors | 330k | $9.2M | 0% | Sep 2026 |
|
| D.A. Davidson & Co. | 287k | $8.0M | 100% | Sep 2026 |
|
| Evanson Financial | 255k | $7.1M | 0% | Sep 2026 |
|
| Cogent Strategic Wealth | 252k | $7.0M | -1% | Sep 2026 |
|
| Delap Wealth Advisory | 230k | $6.4M | -16% | Sep 2026 |
|
| Hanson McClain Advisors | 224k | $6.5M | -11% | Jun 2026 |
|
| Prism Planning Partners | 221k | $6.2M | 9% | Sep 2026 |
|
| Poinciana Advisors Group | 218k | $7.2M | -11% | Jun 2026 |
|
| Northwest Wealth Management | 217k | $6.1M | -1% | Sep 2026 |
|
| CogentBlue Wealth Advisors | 213k | $5.9M | 8% | Sep 2026 |
|
| Hill Investment Group Partners | 205k | $6.0M | -5% | Jun 2026 |
|
| Jpmorgan Chase & Co | 196k | $5.7M | 100% | Jun 2026 |
|
| RB Capital Management | 194k | $5.7M | 7% | Jun 2026 |
|
| Two Sigma Investments | 186k | $5.4M | 4% | Jun 2026 |
|
| Mariner Wealth Advisors | 174k | $5.1M | 4% | Jun 2026 |
|
| Parkwoods Wealth Partners | 171k | $5.0M | -8% | Jun 2026 |
|
| Farther Finance Advisors | 159k | $4.4M | -13% | Sep 2026 |
|
| LPL Financial | 151k | $4.4M | 35% | Jun 2026 |
|
| Jackson Thornton Asset Management | 147k | $4.3M | -2% | Jun 2026 |
|
| Bayshore Asset Management | 144k | $4.2M | -2% | Jun 2026 |
|
| Park Avenue Securities | 137k | $3.8M | 1% | Sep 2026 |
|
| Goldman Sachs Group | 125k | $3.7M | 100% | Jun 2026 |
|
| Berger Financial Group | 122k | $3.6M | 0% | Jun 2026 |
|
| Quantinno Capital Management | 121k | $3.5M | 11% | Jun 2026 |
|
| Oath Planning | 107k | $3.0M | 1% | Sep 2026 |
|
| IFG Advisors | 105k | $2.9M | 0% | Sep 2026 |
|
| Apollon Wealth Management | 90k | $2.5M | -23% | Sep 2026 |
|
| RMB Capital Management | 82k | $2.4M | 0% | Jun 2026 |
|
| Smartleaf Asset Management | 81k | $2.4M | 0% | Jun 2026 |
|
| Capital Performance Advisors | 80k | $2.3M | -5% | Jun 2026 |
|
| Ieq Capital | 79k | $2.3M | 9% | Jun 2026 |
|
| Apella Capital | 76k | $2.1M | 0% | Sep 2026 |
|
| Moneta Group Investment Advisors | 75k | $2.2M | 0% | Jun 2026 |
|
| Integrity Wealth Solutions | 72k | $2.1M | 0% | Jun 2026 |
|
| Wedmont Private Capital | 60k | $1.7M | -1% | Sep 2026 |
|
| Waterfront Wealth | 55k | $1.6M | 0% | Jun 2026 |
|
| IFP Advisors | 53k | $1.5M | 100% | Sep 2026 |
|
| Carlton, Hoffferkamp & Jenks Wealth Management | 53k | $1.6M | 0% | Jun 2026 |
|
| Compass Ion Advisors | 52k | $1.4M | 135% | Sep 2026 |
|
| Umb Bank N A | 49k | $1.4M | -35% | Jun 2026 |
|
| Ballentine Partners | 49k | $1.4M | 0% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 48k | $1.4M | -9% | Sep 2026 |
|
| Krilogy Financial | 48k | $1.4M | -1% | Sep 2026 |
|
| Advisor Group Holdings | 46k | $1.3M | 692% | Jun 2026 |
|
| Rf&l Wealth Management | 44k | $1.2M | 6% | Sep 2026 |
|
| Belleair Asset Management | 44k | $1.3M | -2% | Jun 2026 |
|
| Daytona Street Capital | 37k | $1.1M | 0% | Sep 2026 |
|
| Savant Capital Management | 36k | $1.0M | -8% | Jun 2026 |
|
| Baker Tilly Financial | 35k | $991k | -17% | Sep 2026 |
|
| E-Wealth Partners | 34k | $995k | -13% | Jun 2026 |
|
| Cresset Asset Management | 34k | $994k | 0% | Jun 2026 |
|
| Symmetry Partner | 33k | $919k | -3% | Sep 2026 |
|
| Creative Planning | 32k | $937k | 0% | Jun 2026 |
|
| Sax Wealth Advisors | 30k | $833k | -1% | Sep 2026 |
|
| Discipline Wealth Solutions | 28k | $774k | -9% | Sep 2026 |
|
| Rsm Us Wealth Management | 27k | $760k | 0% | Sep 2026 |
|
| Fiduciary Trust Company | 27k | $782k | 0% | Jun 2026 |
|
| Diversify Advisory Services | 24k | $680k | 118% | Sep 2026 |
|
| Diversify Wealth Management | 24k | $680k | 118% | Sep 2026 |
|
| Kestra Advisory Services | 24k | $693k | 100% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 23k | $680k | 100% | Jun 2026 |
|
| Susquehanna International | 23k | $678k | 27% | Jun 2026 |
|
| Visionary Wealth Advisors | 23k | $675k | 0% | Jun 2026 |
|
| Beaird Harris Wealth Management | 22k | $634k | 0% | Jun 2026 |
|
| Madrid Financial Services | 20k | $575k | 0% | Jun 2026 |
|
| Goss Wealth Management | 18k | $514k | -7% | Jun 2026 |
|
| Cassaday & Co Wealth Management | 17k | $487k | 0% | Sep 2026 |
|
| Clark Asset Management | 17k | $480k | 0% | Sep 2026 |
|
| Vise Technologies | 17k | $475k | -4% | Sep 2026 |
|
| Pathstone Holdings | 17k | $493k | 0% | Jun 2026 |
|
| Kilner Capital Advisors | 16k | $458k | -3% | Jun 2026 |
|
| DBK Financial Counsel | 15k | $424k | 0% | Sep 2026 |
|
| Mml Investors Services | 15k | $433k | 1% | Jun 2026 |
|
| First Affirmative Financial Network | 15k | $408k | 100% | Sep 2026 |
|
| Bartlett & Co. Wealth Management | 15k | $422k | 0% | Jun 2026 |
|
| Cetera Investment Advisers | 14k | $421k | 100% | Jun 2026 |
|
| Tru Independence Asset Management 2 | 14k | $415k | -15% | Jun 2026 |
|
| HighTower Advisors | 14k | $412k | 1% | Jun 2026 |
|
| Sanctuary Advisors | 14k | $411k | 100% | Jun 2026 |
|
| Raymond James Financial | 14k | $406k | 0% | Jun 2026 |
|
| Intentional Wealth Strategies | 13k | $377k | 4% | Jun 2026 |
|
| Plan | 13k | $364k | 0% | Jun 2026 |
|
| COFG Advisors | 12k | $356k | 0% | Jun 2026 |
|
| BWM Planning | 12k | $356k | 0% | Jun 2026 |
|
| SRS Capital Advisors | 12k | $343k | 100% | Jun 2026 |
|
| Crestwood Advisors | 11k | $310k | 0% | Sep 2026 |
|
| Wealth Intelligence | 10k | $291k | 100% | Sep 2026 |
|
| Blueprint Financial Advisors | 10k | $282k | 0% | Sep 2026 |
|
| Blueprint Investment Partners | 10k | $282k | 0% | Sep 2026 |
|
| Pnc Financial Services | 9.9k | $290k | 0% | Jun 2026 |
|
| Advisory Services Network | 9.5k | $277k | 0% | Jun 2026 |
|
| Sapient Capital | 9.4k | $264k | 7% | Sep 2026 |
|
| Pensionmark Financial Group | 9.3k | $249k | 0% | Jun 2026 |
|
| Mercer Global Advisors | 9.3k | $271k | 0% | Jun 2026 |
|
| BBR Partners | 9.0k | $264k | 0% | Jun 2026 |
|
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 9.0k | $252k | 0% | Sep 2026 |
|
| Kavar Capital Partners Group | 8.9k | $261k | 0% | Jun 2026 |
|
| Market Street Wealth Management Advisors | 8.8k | $246k | 0% | Sep 2026 |
|
| Independent Financial Group | 8.4k | $234k | -28% | Sep 2026 |
|
| Comprehensive Portfolio Management | 8.0k | $234k | 0% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 7.9k | $230k | 71% | Jun 2026 |
|
| Johnson Wealth Management | 7.9k | $229k | 100% | Jun 2026 |
|
| Stratos Wealth Partners | 7.8k | $227k | -10% | Jun 2026 |
|
| PDS Planning | 7.3k | $212k | 100% | Jun 2026 |
|
| Thompson Investment Management | 7.2k | $201k | 0% | Sep 2026 |
|
| Adviser Investments | 7.0k | $204k | 100% | Jun 2026 |
|
| Central Trust & Investment | 6.0k | $175k | -14% | Jun 2026 |
|
| Your Advocates | 4.2k | $122k | 0% | Jun 2026 |
|
| FMR | 3.5k | $103k | 0% | Jun 2026 |
|
| Hantz Financial Services | 3.0k | $88k | 0% | Jun 2026 |
|
| Nova Wealth Management | 2.5k | $72k | -17% | Jun 2026 |
|
| UMA Financial Services | 1.6k | $45k | -84% | Sep 2026 |
|
| Sankala Group | 1.2k | $37k | 100% | Jun 2026 |
|
| Ares Financial Consulting | 1.2k | $33k | 0% | Sep 2026 |
|
| Assetmark | 985.00 | $28k | -14% | Sep 2026 |
|
| True Wealth Design | 830.00 | $23k | 0% | Sep 2026 |
|
| Rockefeller Capital Management | 589.00 | $17k | 100% | Jun 2026 |
|
| Reyes Financial Architecture | 95.00 | $2.7k | 0% | Sep 2026 |
|
| Royal Bank of Canada | 87.00 | $3.0k | 100% | Jun 2026 |
|
| AE Wealth Management | 18.00 | $525.000600 | 0% | Jun 2026 |
|
Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Private Advisor | Mar 2026 | 13k | $341k |
| LJI Wealth Management | Jun 2026 | 12k | $336k |
| Base Wealth Management | Jun 2026 | 7.1k | $208k |
| Cornerstone Planning Group | Jun 2026 | 425.00 | $13k |
| UBS Group | Mar 2026 | 400.00 | $10k |