EA Bridgeway Omni Sm-Cp ValBSVOETF
13F holders, Q4 2025 (December 31)119holders +16
13new positions
7sold out
1famous investor
$23.31avg. 13F price*
At the end of Q4 2025, 119 institutions reported holding EA Bridgeway Omni Sm-Cp Val (BSVO) in their 13F filings, up 16 from Q3 2025. 13 opened new positions and 7 sold out. The largest holders were Focus Partners Wealth ($847.4M), Focus Partners Advisor Solutions, LLC ($457.4M) and Peirce Capital Management, LLC ($42.7M). 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 2025)
- CUSIP
- 02072L532
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $6.3M |
| Exits | 7 | $3.3M |
All 13F filers, Q3 2025 → Q4 2025: 7,108,800 shares bought and 410,889 shares sold, net +6,697,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| Focus Partners Wealth | 0.97% | Add +5.6% | 36,371,177 | $847.4M |
| Focus Partners Advisor Solutions, LLC | 5.61% | Add +27.6% | 19,630,402 | $457.4M |
| Peirce Capital Management, LLC | 17.01% | Add +0.1% | 1,834,005 | $42.7M |
| Keb Asset Management, LLC | 7.66% | Reduce -0.5% | 1,621,003 | $37.8M |
| Squire Investment Management Company, LLC | 10.96% | Add +6.0% | 1,553,853 | $36.2M |
| Kaufman Rossin Wealth, LLC | 15.05% | Reduce -0.7% | 1,240,724 | $28.9M |
| Claris Advisors, LLC / Mo / | 8.67% | Add +3.0% | 1,221,532 | $28.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.7% | 1,152,863 | $26.9M |
| Brady Martz Wealth Solutions, LLC | 2.94% | Add +4.9% | 715,560 | $16.7M |
| Friday Financial | 5.85% | Add +24.2% | 712,163 | $16.6M |
| Capstone Wealth Management, LLC | 12.04% | Add +0.7% | 708,387 | $16.5M |
| Forum Financial Management, LP | 0.20% | Reduce -0.4% | 656,352 | $15.3M |
| AQR Capital Management | 0.01% | Add +15.0% | 625,507 | $14.6M |
| EverSource Wealth Advisors, LLC | 0.54% | Add +0.9% | 622,811 | $14.5M |
| Gibson Capital, LLC | 2.66% | Add +0.5% | 621,416 | $14.5M |
| Vistica Wealth Advisors, LLC | 14.12% | — | 608,817 | $14.2M |
| HBE Wealth Management, LLC | 12.63% | — | 576,334 | $13.4M |
| Benningfield Financial Advisors, LLC | 9.87% | Reduce -2.7% | 541,315 | $12.6M |
| HMV Wealth Advisors, LLC | 6.27% | Add +20.5% | 537,732 | $12.5M |
| Dopkins Wealth Management, LLC | 3.74% | Reduce -3.0% | 393,407 | $9.2M |
| JDH Wealth Management, LLC | 6.10% | Add +1.3% | 381,784 | $8.9M |
| Lauterbach Financial Advisors, LLC | 3.86% | Add +0.8% | 338,537 | $7.9M |
| Cogent Strategic Wealth LLC | 7.13% | — | 261,105 | $6.5M |
| Allworth Financial LP | 0.02% | Reduce -3.7% | 257,507 | $6.0M |
| Aerodigm Wealth, LLC | 2.30% | Add +4.8% | 256,062 | $6.0M |
| Poinciana Advisors Group, LLC | 4.55% | Reduce -4.4% | 247,387 | $5.8M |
| Evanson Asset Management, LLC | 0.29% | Add +6.3% | 232,232 | $5.4M |
| Northwest Wealth Management, LLC | 0.80% | Add +1.8% | 219,313 | $5.1M |
| Hill Investment Group Partners, LLC | 0.60% | Reduce -0.7% | 215,741 | $5.0M |
| Prism Planning Partners LLC | 5.02% | — | 191,982 | $4.5M |
| Parkwoods Wealth Partners, LLC | 1.30% | Reduce -2.6% | 189,438 | $4.4M |
| CogentBlue Wealth Advisors, LLC | 2.84% | Add +8.5% | 178,917 | $4.2M |
| RB Capital Management, LLC | 0.87% | Add +5.1% | 176,495 | $4.1M |
| Jackson Thornton Wealth Management, LLC | 0.35% | No change | 151,820 | $3.7M |
| Bayshore Asset Management, LLC | 1.35% | Add +1.0% | 141,471 | $3.3M |
| Park Avenue Securities LLC | 0.03% | Reduce -0.4% | 136,747 | $3.2M |
| Berger Financial Group, Inc | 0.18% | Add +3.0% | 129,855 | $3.0M |
| Cwm, LLC | 0.01% | Add +12.8% | 113,335 | $2.6M |
| IFG Advisors, LLC | 0.42% | Reduce -8.9% | 108,297 | $2.5M |
| Oath Planning, LLC | 2.48% | — | 107,728 | $2.5M |
| LPL Financial LLC | 0.00% | Reduce -1.4% | 107,019 | $2.5M |
| GC Wealth Management RIA, LLC | 0.08% | No change | 90,597 | $2.1M |
| Earned Wealth Advisors, LLC | 0.15% | Reduce -17.4% | 87,853 | $2.0M |
| Smartleaf Asset Management LLC | 0.08% | New | 85,310 | $2.0M |
| Curi Capital, LLC | 0.03% | Reduce -10.6% | 82,395 | $1.9M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -7.3% | 76,095 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +227.8% | 72,829 | $1.7M |
| Ieq Capital, LLC | 0.01% | No change | 72,529 | $1.7M |
| Integrity Wealth Solutions LLC | 0.66% | Add +1.0% | 71,538 | $1.7M |
| Baker Tilly Wealth Management, LLC | 0.36% | Reduce -57.2% | 62,885 | $1.5M |
| Wedmont Private Capital | 0.05% | New | 60,853 | $1.5M |
| Waterfront Wealth Inc. | 0.26% | No change | 55,203 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.8% | 53,226 | $1.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.41% | No change | 52,645 | $1.2M |
| Ballentine Partners, LLC | 0.02% | No change | 49,265 | $1.1M |
| Mariner, LLC | 0.00% | Add +0.0% | 47,810 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -17.4% | 46,500 | $1.1M |
| Krilogy Financial LLC | 0.04% | Add +0.3% | 43,323 | $1.1M |
| E-Wealth Partners, LLC | 0.83% | — | 42,407 | $988K |
| Beaird Harris Wealth Management, LLC | 0.07% | No change | 40,599 | $946K |
| Belleair Asset Management, LLC | 0.90% | — | 40,598 | $946K |
| Savant Capital, LLC | 0.01% | Reduce -0.8% | 38,808 | $904K |
| Symmetry Partners, LLC | 0.05% | Reduce -12.6% | 38,742 | $903K |
| Rf&l Wealth Management, LLC | 0.50% | Add +22.6% | 38,641 | $900K |
| Cresset Asset Management, LLC | 0.00% | Reduce -9.8% | 34,051 | $793K |
| Creative Planning | 0.00% | Add +0.1% | 32,443 | $756K |
| Discipline Wealth Solutions, LLC | 0.14% | Reduce -0.6% | 32,257 | $752K |
| LJI Wealth Management, LLC | 0.10% | Add +177.9% | 27,062 | $631K |
| Sax Wealth Advisors, LLC | 0.03% | Add +0.5% | 26,828 | $625K |
| Fiduciary Trust Co | 0.01% | Reduce -5.2% | 26,773 | $624K |
| Visionary Wealth Advisors | 0.02% | No change | 23,118 | $539K |
| Cetera Investment Advisers | 0.00% | Add +9.1% | 22,618 | $527K |
| Independent Financial Group, LLC | 0.01% | New | 20,302 | $473K |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.5% | 19,698 | $459K |
| NewEdge Advisors, LLC | 0.00% | No change | 18,868 | $440K |
| Tru Independence Asset Management 2, LLC | 0.26% | Reduce -5.7% | 17,867 | $416K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 17,415 | $406K |
| Pathstone Holdings, LLC | 0.00% | No change | 16,897 | $394K |
| Kilner Capital Advisors, LLC | 0.36% | — | 16,410 | $382K |
| DBK Financial Counsel, LLC | 0.27% | No change | 15,175 | $354K |
| MML Investors Services, LLC | 0.00% | Add +1.5% | 14,569 | $339K |
| Empowered Funds, LLC | 0.01% | New | 14,496 | $338K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 14,455 | $337K |
| Private Advisor Group, LLC | 0.00% | Add +20.0% | 14,220 | $331K |
| Quantinno Capital Management LP | 0.00% | New | 14,162 | $330K |
| HighTower Advisors, LLC | 0.00% | Reduce -27.7% | 13,939 | $325K |
| Raymond James Financial Inc. | 0.00% | Add +0.5% | 13,893 | $324K |
| WorthPointe, LLC | 0.08% | New | 13,516 | $315K |
| Andina Capital Management, LLC | 0.18% | No change | 12,660 | $295K |
| Plancorp, LLC | 0.01% | No change | 12,544 | $292K |
| COFG Advisors, LLC | 0.07% | — | 12,192 | $284K |
| BWM Planning, LLC | 0.08% | No change | 12,191 | $284K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 11,069 | $258K |
| Blueprint Financial Advisors LLC | 0.04% | New | 10,092 | $235K |
| Blueprint Investment Partners LLC | 0.03% | New | 10,092 | $235K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 9,920 | $231K |
| Morgan Stanley | 0.00% | Reduce -7.6% | 9,873 | $230K |
| Goldman Sachs Group Inc. | 0.00% | New | 9,846 | $229K |
| World Investment Advisors | 0.00% | New | 9,616 | $224K |
| Advisory Services Network, LLC | 0.00% | Add +1.5% | 9,486 | $221K |
"% 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.