EA Bridgeway Omni Sm-Cp ValBSVOETF
13F holders, Q1 2025 (March 31)95holders +1
7new positions
5sold out
1famous investor
$19.43avg. 13F price*
At the end of Q1 2025, 95 institutions reported holding EA Bridgeway Omni Sm-Cp Val (BSVO) in their 13F filings, up 1 from Q4 2024. 7 opened new positions and 5 sold out. The largest holders were Focus Partners Wealth ($599.1M), Focus Partners Advisor Solutions, LLC ($343.7M) and Keb Asset Management, LLC ($36.1M). 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 (Q1 2025)
- CUSIP
- 02072L532
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.0M |
| Exits | 5 | $3.3M |
All 13F filers, Q4 2024 → Q1 2025: 1,885,976 shares bought and 2,371,992 shares sold, net −486,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Focus Partners Wealth | 1.50% | Reduce -1.5% | 30,817,473 | $599.1M |
| Focus Partners Advisor Solutions, LLC | 5.22% | Add +4.0% | 17,681,788 | $343.7M |
| Keb Asset Management, LLC | 10.28% | Reduce -9.8% | 1,859,271 | $36.1M |
| Claris Advisors, LLC / Mo / | 12.69% | Add +0.6% | 1,752,427 | $34.1M |
| Peirce Capital Management, LLC | 16.38% | Add +6.6% | 1,702,843 | $33.1M |
| Squire Investment Management Company, LLC | 9.17% | Add +9.8% | 1,131,897 | $22.0M |
| Kaufman Rossin Wealth, LLC | 13.89% | Reduce -0.1% | 999,705 | $19.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -9.7% | 978,724 | $19.0M |
| Forum Financial Management, LP | 0.22% | Add +0.7% | 670,047 | $13.0M |
| EverSource Wealth Advisors, LLC | 0.64% | Add +3.7% | 599,119 | $11.6M |
| Gibson Capital, LLC | 2.35% | Add +6.8% | 574,327 | $11.2M |
| Capstone Wealth Management, LLC | 11.00% | Add +2.5% | 567,968 | $11.0M |
| Benningfield Financial Advisors, LLC | 10.37% | Reduce -2.3% | 555,145 | $10.8M |
| Allworth Financial LP | 0.06% | Add +18.0% | 548,330 | $10.1M |
| Friday Financial | 5.19% | Add +20.5% | 439,923 | $8.7M |
| HMV Wealth Advisors, LLC | 6.42% | Add +101.2% | 416,602 | $8.1M |
| Dopkins Wealth Management, LLC | 3.44% | Add +4.9% | 347,658 | $6.8M |
| Lauterbach Financial Advisors, LLC | 4.21% | Add +0.4% | 347,255 | $6.8M |
| Brady Martz Wealth Solutions, LLC | 1.43% | Add +103.3% | 324,035 | $6.3M |
| AQR Capital Management | 0.01% | Add +37.3% | 307,581 | $6.0M |
| JDH Wealth Management, LLC | 4.98% | Reduce -1.8% | 298,660 | $5.8M |
| Hill Investment Group Partners, LLC | 0.65% | Reduce -82.5% | 243,207 | $4.7M |
| Kraft Asset Management, LLC | 3.52% | Reduce -38.1% | 197,568 | $3.8M |
| Two Sigma Investments, LP | 0.01% | Add +12.3% | 193,400 | $3.8M |
| Poinciana Advisors Group, LLC | 3.89% | Reduce -0.7% | 193,014 | $3.8M |
| Northwest Wealth Management, LLC | 0.72% | Add +20.1% | 187,268 | $3.6M |
| Evanson Asset Management, LLC | 0.26% | No change | 186,370 | $3.6M |
| RB Capital Management, LLC | 0.72% | Add +8.9% | 145,470 | $2.8M |
| Jackson Thornton Wealth Management, LLC | 0.37% | Add +0.1% | 156,690 | $2.8M |
| Bayshore Asset Management, LLC | 1.32% | Add +5.5% | 136,328 | $2.7M |
| Aerodigm Wealth, LLC | 1.42% | Add +3.0% | 131,228 | $2.6M |
| Berger Financial Group, Inc | 0.17% | No change | 126,011 | $2.4M |
| IFG Advisors, LLC | 0.44% | No change | 118,203 | $2.3M |
| Parkwoods Wealth Partners, LLC | 1.53% | New | 116,898 | $2.3M |
| Cwm, LLC | 0.01% | Reduce -2.6% | 115,642 | $2.2M |
| CogentBlue Wealth Advisors, LLC | 1.93% | Add +10.3% | 112,968 | $2.2M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -1.5% | 106,597 | $2.1M |
| LPL Financial LLC | 0.00% | Add +4.1% | 101,341 | $2.0M |
| Earned Wealth Advisors, LLC | 0.41% | Add +3.1% | 96,668 | $1.9M |
| PBMares Wealth Management LLC | 0.30% | No change | 75,896 | $1.5M |
| Integrity Wealth Solutions LLC | 0.74% | Reduce -0.4% | 70,091 | $1.4M |
| Waterfront Wealth Inc. | 0.26% | No change | 55,203 | $1.1M |
| Marcum Wealth, LLC | 0.09% | No change | 51,742 | $1.0M |
| Ballentine Partners, LLC | 0.02% | No change | 49,265 | $958K |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.6% | 47,899 | $931K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.38% | Reduce -7.5% | 52,645 | $920K |
| Symmetry Partners, LLC | 0.12% | No change | 44,918 | $873K |
| Savant Capital, LLC | 0.01% | No change | 43,608 | $848K |
| Krilogy Financial LLC | 0.05% | No change | 43,206 | $840K |
| Beaird Harris Wealth Management, LLC | 0.07% | No change | 40,599 | $789K |
| Mariner, LLC | 0.00% | No change | 37,440 | $728K |
| Fiduciary Trust Co | 0.01% | Reduce -9.2% | 32,841 | $638K |
| Creative Planning | 0.00% | No change | 32,420 | $630K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.5% | 31,447 | $611K |
| JPMorgan Chase & Co. | 0.00% | Reduce -70.3% | 28,647 | $557K |
| LJI Wealth Management, LLC | 0.11% | Reduce -1.2% | 28,604 | $556K |
| Sax Wealth Advisors, LLC | 0.04% | No change | 26,687 | $519K |
| Madrid Financial Services | 0.35% | Reduce -14.1% | 25,000 | $486K |
| Visionary Wealth Advisors | 0.03% | No change | 24,770 | $482K |
| Cetera Investment Advisers | 0.00% | Add +16.5% | 24,165 | $470K |
| Commonwealth Equity Services, LLC | 0.00% | Add +126.2% | 21,853 | $425K |
| NewEdge Advisors, LLC | 0.00% | Add +9.0% | 20,568 | $400K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -12.6% | 18,865 | $367K |
| Tru Independence Asset Management 2, LLC | 0.27% | No change | 18,549 | $361K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 17,415 | $339K |
| Pathstone Holdings, LLC | 0.00% | No change | 16,897 | $328K |
| DBK Financial Counsel, LLC | 0.30% | No change | 15,175 | $295K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 14,455 | $281K |
| Morgan Stanley | 0.00% | Reduce -0.2% | 13,513 | $263K |
| Wells Fargo & Company | 0.00% | Add +167.6% | 13,484 | $262K |
| MML Investors Services, LLC | 0.00% | Reduce -0.1% | 13,316 | $259K |
| Plancorp, LLC | 0.01% | No change | 12,785 | $249K |
| Andina Capital Management, LLC | 0.18% | No change | 12,660 | $246K |
| Private Advisor Group, LLC | 0.00% | No change | 12,495 | $243K |
| BWM Planning, LLC | 0.10% | No change | 12,191 | $237K |
| StoneX Group Inc. | 0.01% | New | 11,529 | $224K |
| Cardinal Point Capital Management ULC | 0.02% | New | 11,397 | $222K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 11,069 | $215K |
| Apella Capital, LLC | 0.01% | No change | 10,116 | $184K |
| AE Wealth Management LLC | 0.00% | No change | 9,361 | $182K |
| Bridge Generations Wealth Management LLC | 0.09% | Reduce -15.4% | 7,375 | $143K |
| Thompson Investment Management, Inc. | 0.02% | No change | 7,195 | $140K |
| Coldstream Capital Management Inc. | 0.00% | New | 6,226 | $121K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -56.1% | 6,145 | $119K |
| Salomon & Ludwin, LLC | 0.01% | New | 5,603 | $109K |
| Your Advocates Ltd., LLP | 0.03% | New | 4,163 | $81K |
| Nova Wealth Management, Inc. | 0.07% | Reduce -2.7% | 3,986 | $77K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,004 | $39K |
| FMR LLC | 0.00% | Reduce -0.1% | 1,878 | $37K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -83.2% | 1,809 | $35K |
| UBS Group AG | 0.00% | No change | 1,378 | $27K |
| CENTRAL TRUST Co | 0.00% | No change | 1,269 | $25K |
| Cornerstone Planning Group LLC | 0.00% | New | 532 | $10K |
| Royal Bank of Canada | 0.00% | Reduce -91.5% | 338 | $7K |
| Abound Wealth Management | 0.00% | No change | 169 | $3K |
"% 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.