BSVO · Insider trading · 13F holders · Congress trades
Ea Series Trust (BSVO)
Who is buying and selling BSVO: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 46
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
BSVO at a glance
- No open-market insider purchases or sales of BSVO were filed in the last 90 days.
- 46 13F filers hold BSVO among their 50 largest positions, worth $2.2B combined. The biggest bets by portfolio weight are Kaufman Rossin Wealth, LLC (16.5%), Vistica Wealth Advisors, LLC (15.2%) and HBE Wealth Management, LLC (13.0%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
- No member of Congress has disclosed a trade in BSVO.
BSVO insider trading
No open-market insider purchases or sales of BSVO were filed in the last 90 days.
Who owns BSVO? Hedge funds and superinvestors
46 13F filers hold BSVO among their 50 largest positions, worth $2.2B combined. The biggest bets by portfolio weight are Kaufman Rossin Wealth, LLC (16.5%), Vistica Wealth Advisors, LLC (15.2%) and HBE Wealth Management, LLC (13.0%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Focus Partners WealthWealth manager | 1.1% | $1.1B | 36,844,044 | -1.1% shares | Q2 2026 |
| Focus Partners Advisor Solutions, LLCInvestment manager | 5.2% | $616.0M | 21,101,929 | +4.8% shares | Q2 2026 |
| Squire Investment Management Company, LLCWealth manager | 12.1% | $50.1M | 1,716,530 | +0.5% shares | Q2 2026 |
| Keb Asset Management, LLCWealth manager | 7.6% | $46.8M | 1,602,242 | -0.9% shares | Q2 2026 |
| Kaufman Rossin Wealth, LLCWealth manager | 16.5% | $40.8M | 1,460,215 | +3.7% shares | Q3 2026 |
| Claris Advisors, LLC / Mo /Investment manager | 9.2% | $35.4M | 1,213,370 | -0.8% shares | Q2 2026 |
| Friday FinancialWealth manager | 5.4% | $27.3M | 966,800 | +19.3% shares | Q3 2026 |
| Peirce Capital Management, LLCWealth manager | 9.9% | $26.9M | 962,849 | -1.0% shares | Q3 2026 |
| Brady Martz Wealth Solutions, LLCWealth manager | 3.4% | $22.8M | 780,094 | +0.1% shares | Q2 2026 |
| Capstone Wealth Management, LLCWealth manager | 9.6% | $20.8M | 711,693 | -0.9% shares | Q2 2026 |
| Gibson Capital, LLCWealth manager | 3.4% | $19.9M | 710,073 | +8.2% shares | Q3 2026 |
| EverSource Wealth Advisors, LLCWealth manager | 0.7% | $19.7M | 674,171 | +4.1% shares | Q2 2026 |
| HMV Wealth Advisors, LLCWealth manager | 7.1% | $18.7M | 668,752 | +3.4% shares | Q3 2026 |
| HBE Wealth Management, LLCWealth manager | 13.0% | $18.1M | 620,965 | +0.3% shares | Q2 2026 |
| Forum Financial Management, LPWealth manager | 0.2% | $17.6M | 630,924 | -0.5% shares | Q3 2026 |
| Vistica Wealth Advisors, LLCWealth manager | 15.2% | $17.6M | 603,279 | +4.5% shares | Q2 2026 |
| Benningfield Financial Advisors, LLCWealth manager | 11.1% | $15.0M | 512,763 | -1.8% shares | Q2 2026 |
| Dopkins Wealth Management, LLCWealth manager | 4.2% | $11.6M | 397,068 | -0.2% shares | Q2 2026 |
| JDH Wealth Management, LLCWealth manager | 5.9% | $9.8M | 349,284 | -0.2% shares | Q3 2026 |
| Lauterbach Financial Advisors, LLCWealth manager | 3.9% | $9.2M | 329,472 | +0.3% shares | Q3 2026 |
| Poinciana Advisors Group, LLCWealth manager | 5.4% | $7.2M | 218,043 | -11.1% shares | Q2 2026 |
| Evanson Financial, LLCWealth manager | 0.4% | $7.1M | 254,549 | +0.0% shares | Q3 2026 |
| Cogent Strategic Wealth LLCWealth manager | 6.7% | $7.0M | 251,996 | -1.0% shares | Q3 2026 |
| Aerodigm Wealth, LLCWealth manager | 2.2% | $6.4M | 230,305 | -15.7% shares | Q3 2026 |
| Northwest Wealth Management, LLCWealth manager | 0.8% | $6.4M | 218,894 | -0.7% shares | Q2 2026 |
| Prism Planning Partners LLCWealth manager | 5.9% | $6.2M | 220,628 | +8.6% shares | Q3 2026 |
| Hill Investment Group Partners, LLCWealth manager | 0.6% | $6.0M | 204,738 | -4.9% shares | Q2 2026 |
| CogentBlue Wealth Advisors, LLCWealth manager | 5.5% | $5.9M | 212,535 | +8.5% shares | Q3 2026 |
| Evanson Asset Management, LLCAsset manager | 0.3% | $5.9M | 232,232 | +0.0% shares | Q1 2026 |
| RB Capital Management, LLCWealth manager | 1.1% | $5.7M | 194,169 | +7.3% shares | Q2 2026 |
The 30 largest of 46 positions, by value. Each manager counts with its latest 13F (Q3 2026: 19, Q2 2026: 26, Q1 2026: 1). Screen BSVO in the grand portfolio →
BSVO stock trades by members of Congress
No member of Congress has disclosed a trade in BSVO.
BSVO questions and answers
Are insiders buying BSVO stock?
No open-market insider purchases or sales of BSVO were filed in the last 90 days.
Which hedge funds own BSVO?
46 13F filers hold BSVO among their 50 largest positions, worth $2.2B combined. The biggest bets by portfolio weight are Kaufman Rossin Wealth, LLC (16.5%), Vistica Wealth Advisors, LLC (15.2%) and HBE Wealth Management, LLC (13.0%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
Has Congress traded BSVO?
No member of Congress has disclosed a trade in BSVO.
Who is the largest holder of BSVO?
Among 13F filers, Focus Partners Wealth reports the largest BSVO position, $1.1B (36,844,044 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Kaufman Rossin Wealth, LLC's: 16.5% of its portfolio.
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