EA Bridgeway Omni Sm-Cp ValBSVOETF
13F holders, Q1 2024 (March 31)77holders
3famous investors
$21.25avg. 13F price*
At the end of Q1 2024, 77 institutions reported holding EA Bridgeway Omni Sm-Cp Val (BSVO) in their 13F filings. The largest holders were Buckingham Strategic Wealth, LLC ($588.2M), Focus Partners Advisor Solutions, LLC ($258.2M) and Keb Asset Management, LLC ($40.5M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- EA Bridgeway Omni Sm-Cp Val
- Filed as
- EA SERIES TRUST (Q1 2024)
- CUSIP
- 02072L532
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $4.8M |
| Exits | 5 | $2.1M |
Ownership 77 holders
| Buckingham Strategic Wealth, LLC | 6.21% | Add +7.7% | 27,659,250 | $588.2M |
| Focus Partners Advisor Solutions, LLC | 7.46% | Add +122.7% | 12,140,705 | $258.2M |
| Keb Asset Management, LLC | 13.82% | Add +1.2% | 1,902,532 | $40.5M |
| Claris Advisors, LLC / Mo / | 15.71% | Add +0.9% | 1,465,081 | $31.2M |
| Peirce Capital Management, LLC | 16.78% | Add +6.8% | 1,437,306 | $30.6M |
| Hill Investment Group Partners, LLC | 4.29% | Reduce -0.3% | 1,427,306 | $30.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.7% | 982,402 | $20.9M |
| Forum Financial Management, LP | 0.27% | Reduce -1.5% | 746,575 | $15.9M |
| Squire Investment Management Company, LLC | 8.78% | Add +43.9% | 655,012 | $13.9M |
| Gibson Capital, LLC | 2.53% | Reduce -1.5% | 544,432 | $11.6M |
| EverSource Wealth Advisors, LLC | 0.89% | Add +2.7% | 569,963 | $11.4M |
| Lauterbach Financial Advisors, LLC | 4.79% | Add +3.0% | 342,828 | $7.3M |
| Dopkins Wealth Management, LLC | 4.24% | Add +21.0% | 331,428 | $7.0M |
| Kraft Asset Management, LLC | 4.70% | Reduce -0.1% | 274,229 | $5.8M |
| Evanson Asset Management, LLC | 0.30% | No change | 186,370 | $4.0M |
| Jackson Thornton Wealth Management, LLC | 0.65% | Add +1.0% | 181,448 | $3.9M |
| Bayshore Asset Management, LLC | 1.36% | Reduce -14.4% | 130,526 | $2.8M |
| Moneta Group Investment Advisors LLC | 0.04% | No change | 110,645 | $2.4M |
| RB Capital Management, LLC | 0.66% | Add +2.0% | 110,273 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.5% | 96,544 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -61.9% | 78,677 | $1.7M |
| PBMares Wealth Management LLC | 0.42% | No change | 75,815 | $1.6M |
| Aerodigm Wealth, LLC | 0.62% | Add +92.8% | 72,528 | $1.5M |
| Earned Wealth Advisors, LLC | 0.59% | Add +0.1% | 72,476 | $1.5M |
| Park Avenue Securities LLC | 0.02% | New | 60,769 | $1.3M |
| Waterfront Wealth Inc. | 0.31% | No change | 55,203 | $1.1M |
| Marcum Wealth, LLC | 0.11% | Reduce -0.8% | 51,419 | $1.1M |
| Ballentine Partners, LLC | 0.02% | No change | 50,537 | $1.1M |
| Northwest Wealth Management, LLC | 0.27% | Add +6.9% | 46,117 | $981K |
| IFG Advisors, LLC | 0.25% | Add +6.0% | 45,061 | $958K |
| Krilogy Financial LLC | 0.07% | Reduce -0.4% | 41,768 | $888K |
| Beaird Harris Wealth Management, LLC | 0.08% | No change | 40,599 | $863K |
| Merriman Wealth Management, LLC | 0.04% | Reduce -4.0% | 39,577 | $842K |
| Fiduciary Trust Co | 0.01% | Reduce -2.4% | 38,751 | $824K |
| AQR Capital Management | 0.00% | No change | 31,178 | $663K |
| Jane Street Group, LLC | 0.00% | Reduce -80.5% | 30,478 | $648K |
| LJI Wealth Management, LLC | 0.17% | Reduce -8.2% | 30,093 | $640K |
| Creative Planning | 0.00% | Add +3.3% | 29,364 | $624K |
| Sax Wealth Advisors, LLC | 0.07% | No change | 28,483 | $606K |
| Visionary Wealth Advisors | 0.04% | Reduce -6.6% | 27,334 | $581K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.5% | 27,310 | $581K |
| Two Sigma Investments, LP | 0.00% | New | 25,700 | $547K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 24,914 | $530K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.7% | 24,811 | $528K |
| Royal Bank of Canada | 0.00% | Add +17.9% | 23,342 | $496K |
| D. E. Shaw & Co. | 0.00% | New | 18,875 | $401K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 17,415 | $370K |
| Pathstone Holdings, LLC | 0.00% | No change | 16,897 | $359K |
| Integrity Wealth Solutions LLC | 0.23% | No change | 16,201 | $345K |
| LPL Financial LLC | 0.00% | Add +4.0% | 15,900 | $338K |
| Cetera Investment Advisers | 0.00% | No change | 15,726 | $334K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 15,619 | $332K |
| GTS Securities LLC | 0.01% | New | 15,274 | $325K |
| DBK Financial Counsel, LLC | 0.34% | New | 15,175 | $323K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 14,455 | $307K |
| Kestra Advisory Services, LLC | 0.00% | No change | 14,121 | $300K |
| Morgan Stanley | 0.00% | Reduce -8.6% | 13,576 | $289K |
| Single Point Partners, LLC | 0.06% | Reduce -30.8% | 12,897 | $274K |
| Plancorp, LLC | 0.01% | No change | 12,785 | $272K |
| Private Advisor Group, LLC | 0.00% | No change | 12,605 | $268K |
| Citadel Advisors | 0.00% | New | 11,489 | $244K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 11,069 | $235K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 10,463 | $223K |
| Apella Capital, LLC | 0.01% | No change | 10,116 | $211K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 9,886 | $210K |
| Advisory Services Network, LLC | 0.00% | New | 9,649 | $205K |
| Facet Wealth, Inc. | 0.01% | New | 9,863 | $204K |
| AE Wealth Management LLC | 0.00% | New | 9,576 | $204K |
| World Investment Advisors | 0.03% | New | 9,434 | $201K |
| Thrivent Financial for Lutherans | 0.00% | New | 9,401 | $200K |
| Thompson Investment Management, Inc. | 0.02% | No change | 7,195 | $153K |
| FMR LLC | 0.00% | No change | 1,878 | $40K |
| Wells Fargo & Company | 0.00% | New | 1,375 | $29K |
| Bank of America Corp. | 0.00% | New | 700 | $15K |
| Valued Wealth Advisors LLC | 0.00% | New | 276 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | New | 202 | $4K |
| Abound Wealth Management | 0.00% | No change | 169 | $4K |
"% of holder's portfolio" is BSVO's weight in each manager's 13F, not the share of EA Bridgeway Omni Sm-Cp Val the manager owns.