Inst. Holders
39 funds
BS
BSVO
EA SERIES TRUST
$28.46 ▲ +0.82%
Prev close $28.235 New Institutional Positions
Snapshot
The big-picture read on BSVO right now — valuation, ownership and activity at a glance.
Inst. Value
$1.8B
Inst. Activity
5 buys / 1 sells
Price chart 30d -3.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: BSVO — 0.1M shares, 391 trades
Week starting 2026-09-07. Total ATS volume: 76,585 shares across 391 trades.
Jun 30, 2026 Inst.
JPMORGAN CHASE & CO — ADD
195,859 shares ($5.7M)
Jun 30, 2026 Inst.
LPL Financial LLC — ADD
151,029 shares ($4.4M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: BSVO — 0.1M shares, 391 trades
Week starting 2026-09-07. Total ATS volume: 76,585 shares across 391 trades.
Aug 31, 2026
dark_pool
Dark Pool: BSVO — 0.1M shares, 375 trades
Week starting 2026-08-31. Total ATS volume: 53,735 shares across 375 trades.
Jul 27, 2026
dark_pool
Dark Pool: BSVO — 0.1M shares, 539 trades
Week starting 2026-07-27. Total ATS volume: 79,360 shares across 539 trades.
Jul 13, 2026
dark_pool
Dark Pool: BSVO — 0.1M shares, 584 trades
Week starting 2026-07-13. Total ATS volume: 101,695 shares across 584 trades.
Jun 22, 2026
dark_pool
Dark Pool: BSVO — 0.1M shares, 1,129 trades
Week starting 2026-06-22. Total ATS volume: 124,182 shares across 1,129 trades.
Institutional ownership
Which big funds own BSVO (from quarterly 13F filings) and who is adding or trimming.
39 institutional holders with $1.8B total value (62,012,734 shares) as of 2026-Q2. Top holders: Focus, Focus, ENVESTNET. Net buying activity: 5 institutions added/increased vs 1 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Focus Partners Wealth | 36,844,044 | $1.1B | 59.4% | NEW |
| Focus Partners Advisor Solutions, LLC | 21,101,929 | $616.0M | 34.0% | ADD +27.6% |
| ENVESTNET ASSET MANAGEMENT INC | 1,149,671 | $33.6M | 1.9% | — |
| AQR CAPITAL MANAGEMENT LLC | 991,507 | $28.9M | 1.6% | ADD +27.9% |
| Allworth Financial LP | 223,574 | $6.5M | 0.4% | TRIM -49.0% |
| JPMORGAN CHASE & CO | 195,859 | $5.7M | 0.3% | ADD +44.8% |
| TWO SIGMA INVESTMENTS, LP | 185,900 | $5.4M | 0.3% | — |
| Farther Finance Advisors, LLC | 181,735 | $5.3M | 0.3% | — |
| Mariner, LLC | 174,052 | $5.1M | 0.3% | DOUBLED +250.4% |
| LPL Financial LLC | 151,029 | $4.4M | 0.2% | ADD +35.2% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ADD | 135,300 | 195,859 | +44.8% | $5.7M |
| LPL Financial LLC | ADD | 111,694 | 151,029 | +35.2% | $4.4M |
| OSAIC HOLDINGS, INC. | DOUBLED | 5,771 | 45,711 | +692.1% | $1.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 18,342 | 23,238 | +26.7% | $678.3K |
| MORGAN STANLEY | TRIM | 16,366 | 8,463 | -48.3% | $247.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | ADD | 4,620 | 7,880 | +70.6% | $230.0K |
| AQR CAPITAL MANAGEMENT LLC | ADD | 625,507 | 799,815 | +27.9% | $20.3M |
| Mariner, LLC | DOUBLED | 47,810 | 167,507 | +250.4% | $4.2M |
| JPMORGAN CHASE & CO | ADD | 72,829 | 135,300 | +85.8% | $3.4M |
| Quantinno Capital Management LP | DOUBLED | 14,162 | 108,713 | +667.6% | $2.8M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BSVO.
Shares short
380,609
Settlement Sep 15, 2026
Change vs prior
+4.4%
Semi-monthly cycle
Days to cover
2.4
At avg daily volume