EA SERIES TRUST

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BSVO·02072L532·US·etf·Unknown - Unknown

EA BRIDGEWAY OMN

BSVO (EA SERIES TRUST) is held by 31 institutional investors as of Q1 2026. Largest holders: Focus Partners Wealth ($945.2M), ENVESTNET ASSET MANAGEMENT INC ($29.2M), AQR CAPITAL MANAGEMENT LLC ($20.3M). Net institutional sentiment: Mixed.

31

Holders

Avg rating(10 Elite)

$1B

Total Value

52% (35)

Fund Consensus

13 buying - 12 selling

Smart Money Verdict

View all

59Mixed MomentumSingle Source

Institutional (13F)59

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how BSVO's score breaks down across 4 SEC sources

Holder Quality

10

★★★★★

Elite

13

★★★★

Strong

6

★★★

Solid

6

★★

Below

0

★

Weak

Held by 31 funds

10 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (31)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FWFocus Partners Wealth	Increased	37.3M(+2.4%)	$945.2M	1.1%	+24.58%	51
ENVESTNET ASSET MANAGEMENT INC	Decreased	1.2M(-0.1%)	$29.2M	0.0%	+45.60%	0
AQR CAPITAL MANAGEMENT LLC	Increased	799,815(+27.9%)	$20.3M	0.0%	+21.14%	35
Allworth Financial LP	Decreased	252,621(-1.9%)	$6.4M	0.0%	+28.81%	0
Farther Finance Advisors, LLC	New	181,807	$4.6M	0.0%	+4.38%	37
TWO SIGMA INVESTMENTS, LP	Increased	178,300(+283.4%)	$4.5M	0.0%	+8.18%	43
Mariner, LLC	Increased	167,507(+250.4%)	$4.2M	0.0%	+11.13%	43
JPMORGAN CHASE & CO	Increased	135,300(+85.8%)	$3.4M	0.0%	+11.34%	41
LPL Financial LLC	Increased	111,694(+4.4%)	$2.8M	0.0%	+29.69%	27
Quantinno Capital Management LP	Increased	108,713(+667.6%)	$2.8M	0.0%	+5.60%	42
MONETA GROUP INVESTMENT ADVISORS LLC	Decreased	75,325(-1.0%)	$1.9M	0.0%	+45.44%	0
IEQ CAPITAL, LLC	Unchanged	72,529	$1.8M	0.0%	+33.56%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	52,634(-1.1%)	$1.3M	0.0%	+32.96%	0
Savant Capital, LLC	Unchanged	38,808	$984,564	0.0%	+34.97%	0
Cresset Asset Management, LLC	Unchanged	34,051	$863,865	0.0%	+20.64%	0
Creative Planning	Decreased	32,115(-1.0%)	$814,748	0.0%	+58.93%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	18,342(-6.9%)	$465,337	0.0%	+20.64%	0
Pathstone Holdings, LLC	Unchanged	16,897	$428,677	0.0%	+32.19%	0
MORGAN STANLEY	Increased	16,366(+65.8%)	$415,205	0.0%	+21.57%	24
MML INVESTORS SERVICES, LLC	Increased	14,719(+1.0%)	$373,416	0.0%	+26.29%	24

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer