EA Bridgeway Omni Sm-Cp ValBSVOETF
13F holders, Q4 2024 (December 31)94holders +17
8new positions
4sold out
1famous investor
$21.66avg. 13F price*
At the end of Q4 2024, 94 institutions reported holding EA Bridgeway Omni Sm-Cp Val (BSVO) in their 13F filings, up 17 from Q3 2024. 8 opened new positions and 4 sold out. The largest holders were Focus Partners Wealth ($677.3M), Focus Partners Advisor Solutions, LLC ($368.0M) and Keb Asset Management, LLC ($44.6M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- EA Bridgeway Omni Sm-Cp Val
- Filed as
- EA SERIES TRUST (Q4 2024)
- CUSIP
- 02072L532
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $14.6M |
| Exits | 4 | $1.9M |
All 13F filers, Q3 2024 → Q4 2024: 5,818,815 shares bought and 435,781 shares sold, net +5,383,034 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Focus Partners Wealth | 1.76% | Add +3.9% | 31,284,856 | $677.3M |
| Focus Partners Advisor Solutions, LLC | 6.21% | Add +20.2% | 16,997,853 | $368.0M |
| Keb Asset Management, LLC | 12.84% | Add +1.5% | 2,061,333 | $44.6M |
| Claris Advisors, LLC / Mo / | 14.18% | Add +15.2% | 1,741,812 | $37.7M |
| Peirce Capital Management, LLC | 17.75% | Add +2.5% | 1,597,812 | $34.6M |
| Hill Investment Group Partners, LLC | 4.02% | Reduce -1.7% | 1,386,236 | $30.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.7% | 1,083,380 | $23.5M |
| Squire Investment Management Company, LLC | 9.82% | Add +15.2% | 1,031,305 | $22.3M |
| Kaufman Rossin Wealth, LLC | 22.29% | — | 1,000,224 | $21.7M |
| Forum Financial Management, LP | 0.24% | Reduce -8.6% | 665,149 | $14.4M |
| EverSource Wealth Advisors, LLC | 0.70% | Add +2.4% | 577,643 | $12.5M |
| Benningfield Financial Advisors, LLC | 12.04% | — | 568,274 | $12.3M |
| Capstone Wealth Management, LLC | 11.72% | — | 553,964 | $12.0M |
| Gibson Capital, LLC | 2.38% | Reduce -1.6% | 537,860 | $11.6M |
| Allworth Financial LP | 0.06% | New | 464,665 | $10.3M |
| Friday Financial | 5.44% | — | 364,986 | $7.9M |
| Lauterbach Financial Advisors, LLC | 4.54% | Reduce -0.6% | 345,890 | $7.5M |
| Dopkins Wealth Management, LLC | 3.65% | Add +103.7% | 331,426 | $7.2M |
| Kraft Asset Management, LLC | 5.43% | Add +2.1% | 319,404 | $7.0M |
| JDH Wealth Management, LLC | 5.77% | — | 304,082 | $6.6M |
| AQR Capital Management | 0.01% | Add +44.2% | 224,049 | $4.9M |
| HMV Wealth Advisors, LLC | 4.49% | — | 207,049 | $4.5M |
| Poinciana Advisors Group, LLC | 4.27% | — | 194,414 | $4.2M |
| Evanson Asset Management, LLC | 0.28% | No change | 186,370 | $4.0M |
| Two Sigma Investments, LP | 0.01% | Add +217.1% | 172,200 | $3.7M |
| Brady Martz Wealth Solutions, LLC | 0.83% | — | 159,405 | $3.4M |
| Jackson Thornton Wealth Management, LLC | 0.43% | Reduce -0.5% | 156,504 | $3.4M |
| Northwest Wealth Management, LLC | 0.72% | Add +16.8% | 155,874 | $3.4M |
| RB Capital Management, LLC | 0.71% | Add +1.1% | 133,622 | $2.9M |
| Bayshore Asset Management, LLC | 1.29% | Reduce -0.2% | 129,283 | $2.8M |
| Aerodigm Wealth, LLC | 1.65% | Reduce -1.2% | 127,403 | $2.8M |
| Berger Financial Group, Inc | 0.19% | New | 126,011 | $2.7M |
| Cwm, LLC | 0.01% | Reduce -61.8% | 118,730 | $2.6M |
| IFG Advisors, LLC | 0.51% | Add +2.3% | 118,203 | $2.6M |
| Park Avenue Securities LLC | 0.03% | Add +76.8% | 113,633 | $2.5M |
| Moneta Group Investment Advisors LLC | 0.03% | No change | 108,198 | $2.3M |
| CogentBlue Wealth Advisors, LLC | 1.95% | — | 102,425 | $2.2M |
| LPL Financial LLC | 0.00% | Add +462.9% | 97,389 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +546.1% | 96,887 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | No change | 96,544 | $2.1M |
| Earned Wealth Advisors, LLC | 0.65% | Add +9.4% | 93,731 | $2.0M |
| PBMares Wealth Management LLC | 0.34% | Add +0.1% | 75,896 | $1.6M |
| Integrity Wealth Solutions LLC | 0.85% | Add +3.1% | 70,352 | $1.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.46% | No change | 56,934 | $1.3M |
| Waterfront Wealth Inc. | 0.29% | No change | 55,203 | $1.2M |
| Marcum Wealth, LLC | 0.10% | Add +0.6% | 51,742 | $1.1M |
| Ballentine Partners, LLC | 0.02% | Reduce -2.5% | 49,265 | $1.1M |
| Symmetry Partners, LLC | 0.14% | New | 44,918 | $972K |
| Savant Capital, LLC | 0.01% | No change | 43,608 | $944K |
| Krilogy Financial LLC | 0.06% | Reduce -1.3% | 43,206 | $935K |
| Beaird Harris Wealth Management, LLC | 0.08% | No change | 40,599 | $879K |
| Mariner, LLC | 0.00% | Reduce -1.7% | 37,440 | $811K |
| Fiduciary Trust Co | 0.01% | Reduce -6.6% | 36,179 | $783K |
| HighTower Advisors, LLC | 0.00% | Add +14.4% | 32,940 | $713K |
| Creative Planning | 0.00% | Add +0.1% | 32,420 | $702K |
| Madrid Financial Services | 0.50% | — | 29,113 | $630K |
| LJI Wealth Management, LLC | 0.12% | Reduce -0.2% | 28,958 | $627K |
| Sax Wealth Advisors, LLC | 0.05% | Reduce -6.3% | 26,687 | $578K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -0.5% | 25,314 | $548K |
| Visionary Wealth Advisors | 0.03% | Reduce -7.6% | 24,770 | $536K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -13.3% | 21,595 | $468K |
| Cetera Investment Advisers | 0.00% | No change | 20,737 | $449K |
| NewEdge Advisors, LLC | 0.00% | Reduce -14.0% | 18,868 | $408K |
| Tru Independence Asset Management 2, LLC | 0.33% | Reduce -0.5% | 18,549 | $402K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 17,415 | $377K |
| Pathstone Holdings, LLC | 0.00% | No change | 16,897 | $366K |
| DBK Financial Counsel, LLC | 0.33% | No change | 15,175 | $329K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 14,455 | $313K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -34.5% | 14,015 | $303K |
| Morgan Stanley | 0.00% | Reduce -0.2% | 13,539 | $293K |
| MML Investors Services, LLC | 0.00% | Add +1.6% | 13,335 | $289K |
| Plancorp, LLC | 0.01% | No change | 12,785 | $277K |
| Andina Capital Management, LLC | 0.22% | No change | 12,660 | $274K |
| Private Advisor Group, LLC | 0.00% | No change | 12,495 | $271K |
| BWM Planning, LLC | 0.11% | No change | 12,191 | $264K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 11,069 | $240K |
| PNC Financial Services Group, Inc. | 0.00% | New | 10,778 | $233K |
| Apella Capital, LLC | 0.01% | No change | 10,116 | $219K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -61.2% | 9,660 | $209K |
| AE Wealth Management LLC | 0.00% | Reduce -2.2% | 9,361 | $203K |
| Advisory Services Network, LLC | 0.00% | New | 9,348 | $202K |
| Bridge Generations Wealth Management LLC | 0.12% | — | 8,723 | $189K |
| Thompson Investment Management, Inc. | 0.02% | No change | 7,195 | $156K |
| Wells Fargo & Company | 0.00% | New | 5,039 | $109K |
| Nova Wealth Management, Inc. | 0.08% | — | 4,098 | $89K |
| Royal Bank of Canada | 0.00% | Reduce -72.0% | 3,955 | $86K |
| Kestra Investment Management, LLC | 0.00% | New | 3,470 | $75K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.1% | 2,004 | $43K |
| FMR LLC | 0.00% | Add +0.1% | 1,879 | $41K |
| UBS Group AG | 0.00% | New | 1,378 | $30K |
| CENTRAL TRUST Co | 0.00% | Reduce -5.1% | 1,269 | $27K |
| Roxbury Financial LLC | 0.02% | — | 677 | $16K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -93.6% | 593 | $13K |
| 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.