BSVO — Ea Series Trust Institutional Holders · Q3 2026
Who owns Ea Series Trust (BSVO)? 8 institutions reported holding $43.03M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Friday Financial ($27.3M), CogentBlue Wealth Advisors, LLC ($5.9M), Farther Finance Advisors, LLC ($4.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Friday Financial | $27.3M | 966,800 | Added |
| 2 | CogentBlue Wealth Advisors, LLC | $5.9M | 212,535 | Added |
| 3 | Farther Finance Advisors, LLC | $4.4M | 158,452 | Trimmed |
| 4 | Apella Capital, LLC | $2.1M | 75,972 | Hold |
| 5 | Wedmont Private Capital | $1.7M | 59,968 | Trimmed |
| 6 | BAKER TILLY WEALTH MANAGEMENT, LLC | $990,666 | 35,433 | Trimmed |
| 7 | SAPIENT CAPITAL LLC | $263,990 | 9,442 | Added |
| 8 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $246,096 | 8,802 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30