Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EA SERIES TRUST (BSVO)

113 + 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
↑ +12
Streak
6Q ▲
Buyers last Q
61%

Smart Money Signals — BSVO

Based on 113 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 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
113 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 — +23% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+23% 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 buyers than sellers — 61% buying

57 buying37 selling
Last quarter: 57 funds were net buyers (19 opened a brand new position + 38 added to an existing one). Only 37 were sellers (30 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new BSVO position: 8 → 9 → 12 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 34% medium ■ 25% new
47 out of 113 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.
🚀

Acceleration phase — new buyers rushing in

19 → 8 → 9 → 12 → 19 new funds/Q
New funds entering each quarter: 8 → 9 → 12 → 19. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 40% of holders stayed 2+ years

■ 40% veterans ■ 21% 1-2yr ■ 39% new
Of 113 current holders: 45 (40%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
10 of 113 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 15 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: BSVO
2026 Q1 Stats Unlock in 19 days 113 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 113 101 11.88%
13F Shares 77M 69M 11.84%
Total Value $1.81B $1.56B 15.69%
New Positions 19 12 +7
Increased Positions 38 28 +10
Closed Positions 7 6 +1
Reduced Positions 30 27 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSVO

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

113 + investors

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

Top 25 institutional holders of BSVO — 2025 Q4 · 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 CLARIS ADVISORS, LLC / MO / 9.28% 1,222,832 $31.0M
8 KEB ASSET MANAGEMENT, LLC 7.86% 1,616,450 $41.0M
9 Friday Financial 6.74% 770,945 $19.6M
10 JDH Wealth Management, LLC 6.42% 375,275 $9.5M
11 HMV Wealth Advisors, LLC 6.40% 536,902 $13.6M
12 POINCIANA ADVISORS GROUP, LLC 4.91% 245,266 $6.2M
13 DOPKINS WEALTH MANAGEMENT, LLC 4.06% 397,894 $10.1M
14 Brady Martz Wealth Solutions, LLC 3.37% 779,088 $19.8M
15 CogentBlue Wealth Advisors, LLC 3.20% 187,398 $4.8M
16 Gibson Capital, LLC 2.94% 622,367 $15.8M
17 Aerodigm Wealth, LLC 2.56% 268,258 $6.8M
18 BAYSHORE ASSET MANAGEMENT, LLC 1.48% 146,239 $3.7M
19 Parkwoods Wealth Partners, LLC 1.16% 186,004 $4.7M
20 Belleair Asset Management, LLC 1.03% 44,524 $1.1M
21 NORTHWEST WEALTH MANAGEMENT, LLC 0.84% 220,481 $5.6M
22 RF&L WEALTH MANAGEMENT, LLC 0.83% 43,506 $1.1M
23 Daytona Street Capital LLC 0.74% 37,239 $955K
24 Carlton Hofferkamp & Jenks Wealth Management, LLC 0.49% 52,645 $1.5M
25 IFG Advisors, LLC 0.44% 106,742 $2.7M
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 — 6 quarters in a row: For 6 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 buyers than sellers — 61% buying: Last quarter: 57 funds were net buyers (19 opened a brand new position + 38 added to an existing one). Only 37 were sellers (30 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSVO holders?

Smaller funds dominant — 3% AUM from top-100: 10 of 113 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?

42% of holders stayed for 2+ years: 47 out of 113 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.

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.