Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ea Series Trust (BSVO)

119 + Investors. Track Smart Money conviction in BSVO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
7Q ▲
Buyers last Q
49%

Smart Money Signals — BSVO

Based on 120 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added BSVO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
120 hedge funds hold BSVO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +26% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+26% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 49% buying

44 buying46 selling
Last quarter: 46 funds reduced or exited vs 44 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 9 → 12 → 21 → 13. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 32% medium ■ 28% new
49 out of 120 hedge funds have held BSVO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

8 → 9 → 12 → 21 → 13 new funds/Q
New funds entering each quarter: 9 → 12 → 21 → 13. A growing number of institutions are discovering BSVO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 39% veterans, 33% new entrants

■ 39% veterans ■ 28% 1-2yr ■ 33% new
Of 120 current holders: 47 (39%) held 2+ years, 33 held 1–2 years, 40 (33%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
10 of 120 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BSVO

In 2026 Q1, 44 hedge funds were net buyers of BSVO (13 opened a new position, 31 added to an existing one), while 46 reduced or exited (37 trimmed, 9 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 120.

Hedge Fund Ownership: BSVO

How many hedge funds hold BSVO — quarterly history vs. share price
Quarterly hedge fund ownership of BSVO vs. share price

Market Analysis: BSVO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSVO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ea Series Trust (BSVO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BSVO has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
BSVO
+12.3%
SPY
+15.9%

BSVO outperformed SPY by -3.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
BSVO
+5.7%
SPY
+2.0%

Since the filing became public, BSVO outperformed SPY by +3.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 18 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: BSVO
119 + Investors

Track Smart Money conviction in BSVO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 119 116 2.59%
13F Shares 80M 78M 1.93%
Total Value $2.02B $1.83B 10.36%
New Positions 13 21 -8
Increased Positions 31 38 -7
Closed Positions 10 7 +3
Reduced Positions 37 31 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSVO

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Institutional Holders (2026 Q1)

119 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BSVO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BSVO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kaufman Rossin Wealth, LLC 18.57% 1,276,766 $32.4M
2 Peirce Capital Management, LLC 18.04% 1,817,517 $46.1M
3 Vistica Wealth Advisors, LLC 14.59% 577,227 $14.6M
4 HBE Wealth Management, LLC 13.68% 618,827 $15.7M
5 Capstone Wealth Management, LLC 12.71% 718,412 $18.2M
6 Squire Investment Management Company, LLC 12.04% 1,707,209 $43.3M
7 Benningfield Financial Advisors, LLC 10.46% 522,314 $13.3M
8 Claris Advisors, LLC / Mo / 9.28% 1,222,832 $31.0M
9 Keb Asset Management, LLC 7.86% 1,616,450 $41.0M
10 Cogent Strategic Wealth LLC 6.79% 260,550 $6.6M
11 Friday Financial 6.74% 770,945 $19.6M
12 JDH Wealth Management, LLC 6.42% 375,275 $9.5M
13 HMV Wealth Advisors, LLC 6.40% 536,902 $13.6M
14 Prism Planning Partners LLC 5.99% 199,698 $5.1M
15 Focus Partners Advisor Solutions, LLC 5.15% 20,135,575 $510.7M
16 Poinciana Advisors Group, LLC 4.91% 245,266 $6.2M
17 Lauterbach Financial Advisors, LLC 4.14% 334,410 $8.5M
18 Dopkins Wealth Management, LLC 4.06% 397,894 $10.1M
19 Brady Martz Wealth Solutions, LLC 3.37% 779,088 $19.8M
20 CogentBlue Wealth Advisors, LLC 3.20% 187,398 $4.8M
21 Gibson Capital, LLC 2.94% 622,367 $15.8M
22 Aerodigm Wealth, LLC 2.56% 268,258 $6.8M
23 Oath Planning, LLC 2.43% 107,790 $2.7M
24 Bayshore Asset Management, LLC 1.48% 146,239 $3.7M
25 Parkwoods Wealth Partners, LLC 1.16% 186,004 $4.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ea Series Trust (BSVO)

What does the Smart Money Trend signal show for BSVO?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added BSVO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BSVO?

More sellers than buyers — 49% buying: Last quarter: 46 funds reduced or exited vs 44 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BSVO holders?

Smaller funds dominant — 3% AUM from top-100: 10 of 120 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BSVO?

41% of holders stayed for 2+ years: 49 out of 120 hedge funds have held BSVO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ea Series Trust (BSVO) following the 2026 Q1 hedge fund 13F filings?

As of today, BSVO has moved +5.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +3.7%. Since the quarter end (March 31, 2026), BSVO has gained +12.3% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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