EA Bridgeway Omni Sm-Cp ValBSVOETF
13F holders, Q3 2025 (September 30)103holders +7
12new positions
4sold out
1famous investor
$22.61avg. 13F price*
At the end of Q3 2025, 103 institutions reported holding EA Bridgeway Omni Sm-Cp Val (BSVO) in their 13F filings, up 7 from Q2 2025. 12 opened new positions and 4 sold out. The largest holders were Focus Partners Wealth ($780.4M), Focus Partners Advisor Solutions, LLC ($348.3M) and Peirce Capital Management, LLC ($41.5M). 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 (Q3 2025)
- CUSIP
- 02072L532
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $11.5M |
| Exits | 4 | $530K |
All 13F filers, Q2 2025 → Q3 2025: 4,503,584 shares bought and 2,421,457 shares sold, net +2,082,127 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| Focus Partners Wealth | 1.26% | Add +10.2% | 34,454,506 | $780.4M |
| Focus Partners Advisor Solutions, LLC | 3.95% | Reduce -12.8% | 15,378,760 | $348.3M |
| Peirce Capital Management, LLC | 17.25% | Add +3.6% | 1,831,990 | $41.5M |
| Keb Asset Management, LLC | 8.28% | Reduce -1.3% | 1,629,824 | $36.9M |
| Squire Investment Management Company, LLC | 10.82% | Add +5.3% | 1,466,495 | $33.2M |
| Kaufman Rossin Wealth, LLC | 15.50% | Add +7.0% | 1,249,702 | $28.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.1% | 1,122,319 | $25.4M |
| Claris Advisors, LLC / Mo / | 8.41% | No change | 1,186,351 | $24.2M |
| Capstone Wealth Management, LLC | 12.27% | Add +6.1% | 703,770 | $15.9M |
| Brady Martz Wealth Solutions, LLC | 2.80% | Add +5.6% | 681,924 | $15.4M |
| Forum Financial Management, LP | 0.20% | Reduce -1.4% | 658,724 | $14.9M |
| Gibson Capital, LLC | 2.58% | Add +0.8% | 618,164 | $14.0M |
| EverSource Wealth Advisors, LLC | 0.55% | Add +1.3% | 617,070 | $14.0M |
| Friday Financial | 5.44% | Add +14.7% | 573,223 | $13.0M |
| Benningfield Financial Advisors, LLC | 9.94% | Add +1.2% | 556,430 | $12.6M |
| AQR Capital Management | 0.01% | Add +35.0% | 544,062 | $12.3M |
| HMV Wealth Advisors, LLC | 5.56% | Add +21.2% | 446,324 | $10.1M |
| Dopkins Wealth Management, LLC | 3.88% | Reduce -5.3% | 405,534 | $9.2M |
| JDH Wealth Management, LLC | 6.06% | Add +6.2% | 377,011 | $8.5M |
| Lauterbach Financial Advisors, LLC | 3.83% | Reduce -1.5% | 335,894 | $7.6M |
| Allworth Financial LP | 0.03% | Reduce -4.3% | 267,445 | $6.1M |
| Poinciana Advisors Group, LLC | 4.95% | Reduce -0.4% | 258,815 | $5.9M |
| Aerodigm Wealth, LLC | 2.33% | Add +14.2% | 244,413 | $5.5M |
| Evanson Asset Management, LLC | 0.28% | No change | 218,568 | $5.0M |
| Hill Investment Group Partners, LLC | 0.60% | Reduce -2.0% | 217,177 | $4.9M |
| Northwest Wealth Management, LLC | 0.80% | Reduce -1.6% | 215,410 | $4.9M |
| Parkwoods Wealth Partners, LLC | 1.50% | Add +64.6% | 194,453 | $4.4M |
| RB Capital Management, LLC | 0.83% | Add +3.8% | 167,958 | $3.8M |
| CogentBlue Wealth Advisors, LLC | 2.54% | Add +19.9% | 164,875 | $3.7M |
| Jackson Thornton Wealth Management, LLC | 0.35% | Reduce -2.1% | 151,820 | $3.4M |
| Baker Tilly Wealth Management, LLC | 0.75% | New | 147,044 | $3.3M |
| Bayshore Asset Management, LLC | 1.36% | Reduce -0.7% | 140,044 | $3.2M |
| Park Avenue Securities LLC | 0.02% | Add +0.1% | 137,253 | $3.1M |
| Berger Financial Group, Inc | 0.17% | No change | 126,011 | $2.9M |
| IFG Advisors, LLC | 0.44% | Add +0.5% | 118,840 | $2.7M |
| LPL Financial LLC | 0.00% | Add +5.2% | 108,558 | $2.5M |
| Earned Wealth Advisors, LLC | 0.40% | Add +3.2% | 106,403 | $2.4M |
| Cwm, LLC | 0.01% | Reduce -3.3% | 100,470 | $2.3M |
| Curi Capital, LLC | 0.04% | No change | 92,206 | $2.1M |
| GC Wealth Management RIA, LLC | 0.07% | New | 90,597 | $2.1M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -1.1% | 82,092 | $1.9M |
| PBMares Wealth Management LLC | 0.28% | No change | 75,896 | $1.7M |
| Ieq Capital, LLC | 0.01% | No change | 72,529 | $1.6M |
| PFG Private Wealth Management, LLC | 0.72% | New | 70,824 | $1.6M |
| Integrity Wealth Solutions LLC | 0.72% | No change | 70,824 | $1.6M |
| Two Sigma Investments, LP | 0.00% | New | 56,300 | $1.3M |
| Waterfront Wealth Inc. | 0.25% | No change | 55,203 | $1.2M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.40% | No change | 52,645 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 51,758 | $1.2M |
| Ballentine Partners, LLC | 0.02% | No change | 49,265 | $1.1M |
| Mariner, LLC | 0.00% | Add +27.6% | 47,790 | $1.1M |
| Symmetry Partners, LLC | 0.11% | Reduce -1.3% | 44,345 | $1.0M |
| Krilogy Financial LLC | 0.04% | No change | 43,206 | $977K |
| Beaird Harris Wealth Management, LLC | 0.07% | No change | 40,599 | $920K |
| Savant Capital, LLC | 0.01% | Reduce -5.3% | 39,100 | $886K |
| Cresset Asset Management, LLC | 0.00% | New | 37,763 | $855K |
| Discipline Wealth Solutions, LLC | 0.19% | New | 32,454 | $735K |
| Creative Planning | 0.00% | No change | 32,420 | $734K |
| Susquehanna International Group, LLP | 0.00% | New | 32,019 | $725K |
| Rf&l Wealth Management, LLC | 0.42% | Add +33.7% | 31,531 | $714K |
| Fiduciary Trust Co | 0.01% | No change | 28,233 | $640K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 26,687 | $605K |
| Royal Bank of Canada | 0.00% | Reduce -19.9% | 23,119 | $524K |
| Visionary Wealth Advisors | 0.02% | Reduce -4.7% | 23,118 | $524K |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.1% | 22,214 | $503K |
| Cetera Investment Advisers | 0.00% | No change | 20,737 | $470K |
| Madrid Financial Services | 0.28% | No change | 20,000 | $453K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.1% | 19,283 | $437K |
| Tru Independence Asset Management 2, LLC | 0.28% | Add +2.1% | 18,943 | $429K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.3% | 18,868 | $427K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 17,415 | $394K |
| Pathstone Holdings, LLC | 0.00% | No change | 16,897 | $383K |
| DBK Financial Counsel, LLC | 0.29% | No change | 15,175 | $344K |
| Jane Street Group, LLC | 0.00% | New | 14,864 | $337K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 14,455 | $327K |
| MML Investors Services, LLC | 0.00% | No change | 14,356 | $325K |
| Raymond James Financial Inc. | 0.00% | Add +7.1% | 13,825 | $313K |
| Andina Capital Management, LLC | 0.16% | No change | 12,660 | $287K |
| Plancorp, LLC | 0.01% | No change | 12,544 | $284K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -18.4% | 12,369 | $280K |
| BWM Planning, LLC | 0.08% | No change | 12,191 | $276K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.0% | 11,848 | $268K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 11,069 | $251K |
| Morgan Stanley | 0.00% | Reduce -20.9% | 10,683 | $242K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 9,920 | $225K |
| LJI Wealth Management, LLC | 0.04% | Reduce -64.5% | 9,738 | $221K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -55.8% | 9,660 | $219K |
| AE Wealth Management LLC | 0.00% | Add +0.2% | 9,379 | $212K |
| Advisory Services Network, LLC | 0.00% | New | 9,348 | $212K |
| BBR Partners, LLC | 0.01% | New | 9,045 | $205K |
| Kavar Capital Partners Group, LLC | 0.03% | New | 8,931 | $202K |
| Apella Capital, LLC | 0.00% | Reduce -9.6% | 9,148 | $202K |
| Wells Fargo & Company | 0.00% | No change | 8,589 | $195K |
| Bridge Generations Wealth Management LLC | 0.11% | No change | 7,375 | $167K |
| Thompson Investment Management, Inc. | 0.02% | No change | 7,195 | $163K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.1% | 5,893 | $134K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 4,620 | $105K |
| Your Advocates Ltd., LLP | 0.03% | No change | 4,163 | $94K |
| UBS Group AG | 0.00% | Add +34.6% | 3,342 | $76K |
| Nova Wealth Management, Inc. | 0.05% | Reduce -5.5% | 3,155 | $71K |
"% 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.