EA Bridgeway Omni Sm-Cp ValBSVOETF
13F holders, Q2 2025 (June 30)96holders +1
9new positions
7sold out
1famous investor
$20.38avg. 13F price*
At the end of Q2 2025, 96 institutions reported holding EA Bridgeway Omni Sm-Cp Val (BSVO) in their 13F filings, up 1 from Q1 2025. 9 opened new positions and 7 sold out. The largest holders were Focus Partners Wealth ($637.1M), Focus Partners Advisor Solutions, LLC ($359.4M) and Peirce Capital Management, LLC ($36.0M). 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 (Q2 2025)
- CUSIP
- 02072L532
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $8.3M |
| Exits | 7 | $5.3M |
All 13F filers, Q1 2025 → Q2 2025: 2,563,692 shares bought and 1,560,001 shares sold, net +1,003,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Focus Partners Wealth | 1.38% | Add +1.4% | 31,261,025 | $637.1M |
| Focus Partners Advisor Solutions, LLC | 4.80% | Reduce -0.3% | 17,632,675 | $359.4M |
| Peirce Capital Management, LLC | 15.97% | Add +3.8% | 1,767,598 | $36.0M |
| Keb Asset Management, LLC | 8.38% | Reduce -11.2% | 1,650,498 | $33.6M |
| Squire Investment Management Company, LLC | 10.46% | Add +23.1% | 1,393,301 | $28.4M |
| Claris Advisors, LLC / Mo / | 8.41% | Reduce -32.3% | 1,186,351 | $24.2M |
| Kaufman Rossin Wealth, LLC | 15.07% | Add +16.9% | 1,168,433 | $23.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.5% | 1,120,702 | $22.8M |
| Forum Financial Management, LP | 0.21% | Reduce -0.3% | 668,104 | $13.6M |
| Capstone Wealth Management, LLC | 11.85% | Add +16.8% | 663,448 | $13.5M |
| Brady Martz Wealth Solutions, LLC | 2.55% | Add +99.3% | 645,963 | $13.2M |
| Gibson Capital, LLC | 2.47% | Add +6.8% | 613,134 | $12.5M |
| EverSource Wealth Advisors, LLC | 0.56% | Add +1.7% | 609,278 | $12.4M |
| Benningfield Financial Advisors, LLC | 9.67% | Reduce -0.9% | 549,880 | $11.2M |
| Friday Financial | 5.18% | Add +13.6% | 499,611 | $10.2M |
| Dopkins Wealth Management, LLC | 3.92% | Add +23.2% | 428,364 | $8.7M |
| AQR Capital Management | 0.01% | Add +31.0% | 403,043 | $8.2M |
| HMV Wealth Advisors, LLC | 4.92% | Reduce -11.6% | 368,364 | $7.5M |
| JDH Wealth Management, LLC | 5.54% | Add +18.8% | 354,933 | $7.2M |
| Lauterbach Financial Advisors, LLC | 3.82% | Reduce -1.8% | 340,954 | $6.9M |
| Allworth Financial LP | 0.03% | Reduce -49.0% | 279,412 | $5.7M |
| Poinciana Advisors Group, LLC | 4.77% | Add +34.6% | 259,749 | $5.3M |
| Hill Investment Group Partners, LLC | 0.59% | Reduce -8.9% | 221,523 | $4.5M |
| Northwest Wealth Management, LLC | 0.81% | Add +16.9% | 218,979 | $4.5M |
| Evanson Asset Management, LLC | 0.28% | Add +17.3% | 218,568 | $4.5M |
| Aerodigm Wealth, LLC | 2.09% | Add +63.1% | 214,091 | $4.4M |
| Kraft Asset Management, LLC | 3.10% | Reduce -17.2% | 163,582 | $3.3M |
| Jackson Thornton Wealth Management, LLC | 0.38% | Reduce -1.0% | 155,149 | $3.3M |
| RB Capital Management, LLC | 0.78% | Add +11.3% | 161,888 | $3.3M |
| Bayshore Asset Management, LLC | 1.31% | Add +3.5% | 141,026 | $2.9M |
| CogentBlue Wealth Advisors, LLC | 2.15% | Add +21.8% | 137,541 | $2.8M |
| Park Avenue Securities LLC | 0.03% | New | 137,043 | $2.8M |
| Berger Financial Group, Inc | 0.17% | No change | 126,011 | $2.6M |
| IFG Advisors, LLC | 0.40% | No change | 118,203 | $2.4M |
| Parkwoods Wealth Partners, LLC | 1.39% | Add +1.1% | 118,160 | $2.4M |
| Cwm, LLC | 0.01% | Reduce -10.2% | 103,858 | $2.1M |
| LPL Financial LLC | 0.00% | Add +1.8% | 103,177 | $2.1M |
| Earned Wealth Advisors, LLC | 0.41% | Add +6.6% | 103,069 | $2.1M |
| Curi Capital, LLC | 0.04% | New | 92,206 | $1.9M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -22.1% | 83,024 | $1.7M |
| PBMares Wealth Management LLC | 0.28% | No change | 75,896 | $1.5M |
| Ieq Capital, LLC | 0.01% | New | 72,529 | $1.5M |
| Integrity Wealth Solutions LLC | 0.70% | Add +1.1% | 70,824 | $1.4M |
| Waterfront Wealth Inc. | 0.25% | No change | 55,203 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 51,758 | $1.1M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.40% | No change | 52,645 | $1.1M |
| Ballentine Partners, LLC | 0.02% | No change | 49,265 | $1.0M |
| Symmetry Partners, LLC | 0.11% | No change | 44,918 | $915K |
| Krilogy Financial LLC | 0.05% | No change | 43,206 | $881K |
| Savant Capital, LLC | 0.01% | Reduce -5.4% | 41,267 | $841K |
| Beaird Harris Wealth Management, LLC | 0.06% | No change | 40,599 | $827K |
| Mariner, LLC | 0.00% | No change | 37,440 | $763K |
| Creative Planning | 0.00% | No change | 32,420 | $661K |
| Royal Bank of Canada | 0.00% | Add +8434.6% | 28,847 | $588K |
| Fiduciary Trust Co | 0.01% | Reduce -14.0% | 28,233 | $575K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.8% | 28,142 | $574K |
| LJI Wealth Management, LLC | 0.10% | Reduce -4.0% | 27,461 | $560K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 26,687 | $544K |
| Visionary Wealth Advisors | 0.03% | Reduce -2.0% | 24,268 | $495K |
| Rf&l Wealth Management, LLC | 0.31% | New | 23,586 | $481K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 21,853 | $445K |
| Cetera Investment Advisers | 0.00% | Reduce -14.2% | 20,737 | $423K |
| NewEdge Advisors, LLC | 0.00% | No change | 20,568 | $419K |
| Madrid Financial Services | 0.28% | Reduce -20.0% | 20,000 | $408K |
| HighTower Advisors, LLC | 0.00% | Reduce -38.0% | 19,507 | $398K |
| Tru Independence Asset Management 2, LLC | 0.26% | No change | 18,549 | $378K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 17,415 | $355K |
| Pathstone Holdings, LLC | 0.00% | No change | 16,897 | $344K |
| DBK Financial Counsel, LLC | 0.28% | No change | 15,175 | $309K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -19.6% | 15,163 | $309K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 14,455 | $295K |
| MML Investors Services, LLC | 0.00% | Add +7.8% | 14,356 | $293K |
| Morgan Stanley | 0.00% | No change | 13,513 | $275K |
| Raymond James Financial Inc. | 0.00% | New | 12,906 | $263K |
| Andina Capital Management, LLC | 0.18% | No change | 12,660 | $258K |
| Plancorp, LLC | 0.01% | Reduce -1.9% | 12,544 | $256K |
| Coldstream Capital Management Inc. | 0.00% | Add +100.0% | 12,452 | $254K |
| BWM Planning, LLC | 0.09% | No change | 12,191 | $248K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.1% | 11,853 | $242K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 11,069 | $226K |
| Apella Capital, LLC | 0.01% | No change | 10,116 | $214K |
| Kestra Advisory Services, LLC | 0.00% | New | 10,402 | $212K |
| PNC Financial Services Group, Inc. | 0.00% | Add +448.4% | 9,920 | $202K |
| AE Wealth Management LLC | 0.00% | No change | 9,361 | $191K |
| Wells Fargo & Company | 0.00% | Reduce -36.3% | 8,589 | $175K |
| Bridge Generations Wealth Management LLC | 0.09% | No change | 7,375 | $150K |
| Thompson Investment Management, Inc. | 0.02% | No change | 7,195 | $147K |
| Osaic Holdings, Inc. | 0.00% | Add +194.2% | 5,896 | $120K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -24.8% | 4,620 | $94K |
| Your Advocates Ltd., LLP | 0.03% | No change | 4,163 | $85K |
| Nova Wealth Management, Inc. | 0.05% | Reduce -16.3% | 3,338 | $68K |
| Brooklyn Investment Group | 0.01% | New | 3,016 | $61K |
| Hantz Financial Services, Inc. | 0.00% | New | 3,016 | $61K |
| UBS Group AG | 0.00% | Add +80.1% | 2,482 | $51K |
| FMR LLC | 0.00% | No change | 1,878 | $38K |
| CENTRAL TRUST Co | 0.00% | Reduce -91.2% | 112 | $2K |
"% 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.