EA Bridgeway Omni Sm-Cp ValBSVOETF
13F holders, Q1 2026 (March 31)121holders +2
9new positions
8sold out
1famous investor
$25.37avg. 13F price*
At the end of Q1 2026, 121 institutions reported holding EA Bridgeway Omni Sm-Cp Val (BSVO) in their 13F filings, up 2 from Q4 2025. 9 opened new positions and 8 sold out. The largest holders were Focus Partners Wealth ($945.2M), Focus Partners Advisor Solutions, LLC ($510.7M) and Peirce Capital Management, LLC ($46.1M). 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 2026)
- CUSIP
- 02072L532
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $9.6M |
| Exits | 8 | $4.0M |
All 13F filers, Q4 2025 → Q1 2026: 2,905,043 shares bought and 369,813 shares sold, net +2,535,230 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Focus Partners Wealth | 1.05% | Add +2.4% | 37,257,857 | $945.2M |
| Focus Partners Advisor Solutions, LLC | 5.15% | Add +2.6% | 20,135,575 | $510.7M |
| Peirce Capital Management, LLC | 18.04% | Reduce -0.9% | 1,817,517 | $46.1M |
| Squire Investment Management Company, LLC | 12.04% | Add +9.9% | 1,707,209 | $43.3M |
| Keb Asset Management, LLC | 7.86% | Reduce -0.3% | 1,616,450 | $41.0M |
| Kaufman Rossin Wealth, LLC | 18.57% | Add +2.9% | 1,276,766 | $32.4M |
| Claris Advisors, LLC / Mo / | 9.28% | Add +0.1% | 1,222,832 | $31.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.1% | 1,151,327 | $29.2M |
| AQR Capital Management | 0.01% | Add +27.9% | 799,815 | $20.3M |
| Brady Martz Wealth Solutions, LLC | 3.37% | Add +8.9% | 779,088 | $19.8M |
| Friday Financial | 6.74% | Add +8.3% | 770,945 | $19.6M |
| Capstone Wealth Management, LLC | 12.71% | Add +1.4% | 718,412 | $18.2M |
| EverSource Wealth Advisors, LLC | 0.50% | Add +4.0% | 647,398 | $16.4M |
| Forum Financial Management, LP | 0.23% | Reduce -1.6% | 645,859 | $16.4M |
| Gibson Capital, LLC | 2.94% | Add +0.1% | 622,367 | $15.8M |
| HBE Wealth Management, LLC | 13.68% | Add +7.4% | 618,827 | $15.7M |
| Vistica Wealth Advisors, LLC | 14.59% | Reduce -5.2% | 577,227 | $14.6M |
| HMV Wealth Advisors, LLC | 6.40% | Reduce -0.1% | 536,902 | $13.6M |
| Benningfield Financial Advisors, LLC | 10.46% | Reduce -3.5% | 522,314 | $13.3M |
| Dopkins Wealth Management, LLC | 4.06% | Add +1.1% | 397,894 | $10.1M |
| JDH Wealth Management, LLC | 6.42% | Reduce -1.7% | 375,275 | $9.5M |
| Lauterbach Financial Advisors, LLC | 4.14% | Reduce -1.2% | 334,410 | $8.5M |
| Aerodigm Wealth, LLC | 2.56% | Add +4.8% | 268,258 | $6.8M |
| Cogent Strategic Wealth LLC | 6.79% | Reduce -0.2% | 260,550 | $6.6M |
| Allworth Financial LP | 0.03% | Reduce -1.9% | 252,621 | $6.4M |
| Poinciana Advisors Group, LLC | 4.91% | Reduce -0.9% | 245,266 | $6.2M |
| Evanson Asset Management, LLC | 0.32% | No change | 232,232 | $5.9M |
| Northwest Wealth Management, LLC | 0.84% | Add +0.5% | 220,481 | $5.6M |
| Hill Investment Group Partners, LLC | 0.60% | Reduce -0.2% | 215,339 | $5.5M |
| Prism Planning Partners LLC | 5.99% | Add +4.0% | 199,698 | $5.1M |
| CogentBlue Wealth Advisors, LLC | 3.20% | Add +4.7% | 187,398 | $4.8M |
| Parkwoods Wealth Partners, LLC | 1.16% | Reduce -1.8% | 186,004 | $4.7M |
| Farther Finance Advisors, LLC | 0.04% | New | 181,807 | $4.6M |
| RB Capital Management, LLC | 1.02% | Add +2.5% | 180,951 | $4.6M |
| Two Sigma Investments, LP | 0.00% | Add +283.4% | 178,300 | $4.5M |
| Mariner, LLC | 0.01% | Add +250.4% | 167,507 | $4.2M |
| Jackson Thornton Wealth Management, LLC | 0.36% | Reduce -0.7% | 150,748 | $4.0M |
| Bayshore Asset Management, LLC | 1.48% | Add +3.4% | 146,239 | $3.7M |
| Park Avenue Securities LLC | 0.03% | Add +0.1% | 136,903 | $3.5M |
| JPMorgan Chase & Co. | 0.00% | Add +85.8% | 135,300 | $3.4M |
| Berger Financial Group, Inc | 0.17% | Reduce -6.0% | 122,097 | $3.1M |
| LPL Financial LLC | 0.00% | Add +4.4% | 111,694 | $2.8M |
| Quantinno Capital Management LP | 0.00% | Add +667.6% | 108,713 | $2.8M |
| Oath Planning, LLC | 2.43% | Add +0.1% | 107,790 | $2.7M |
| IFG Advisors, LLC | 0.44% | Reduce -1.4% | 106,742 | $2.7M |
| Cwm, LLC | 0.01% | Reduce -15.4% | 95,896 | $2.4M |
| Earned Wealth Advisors, LLC | 0.14% | Reduce -4.6% | 83,822 | $2.1M |
| Curi Capital, LLC | 0.04% | No change | 82,395 | $2.1M |
| Apella Capital, LLC | 0.03% | Add +730.5% | 75,972 | $2.1M |
| Smartleaf Asset Management LLC | 0.07% | Reduce -4.7% | 81,279 | $2.0M |
| UMB Bank, n.a. | 0.03% | New | 75,990 | $1.9M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -1.0% | 75,325 | $1.9M |
| Ieq Capital, LLC | 0.01% | No change | 72,529 | $1.8M |
| Integrity Wealth Solutions LLC | 0.71% | No change | 71,538 | $1.8M |
| Wedmont Private Capital | 0.05% | Reduce -0.6% | 60,468 | $1.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.49% | No change | 52,645 | $1.5M |
| Waterfront Wealth Inc. | 0.26% | No change | 55,203 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.1% | 52,634 | $1.3M |
| Ballentine Partners, LLC | 0.02% | No change | 49,265 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +139.1% | 48,531 | $1.2M |
| Krilogy Financial LLC | 0.04% | No change | 43,323 | $1.2M |
| Belleair Asset Management, LLC | 1.03% | Add +9.7% | 44,524 | $1.1M |
| Rf&l Wealth Management, LLC | 0.83% | Add +12.6% | 43,506 | $1.1M |
| Baker Tilly Wealth Management, LLC | 0.26% | Reduce -31.9% | 42,829 | $1.1M |
| E-Wealth Partners, LLC | 0.80% | Reduce -8.0% | 39,031 | $990K |
| Savant Capital, LLC | 0.00% | No change | 38,808 | $985K |
| Daytona Street Capital LLC | 0.74% | New | 37,239 | $955K |
| Symmetry Partners, LLC | 0.05% | Reduce -3.3% | 37,463 | $950K |
| Cresset Asset Management, LLC | 0.00% | No change | 34,051 | $864K |
| Creative Planning | 0.00% | Reduce -1.0% | 32,115 | $815K |
| Discipline Wealth Solutions, LLC | 0.08% | Reduce -2.1% | 31,580 | $801K |
| Choreo, LLC | 0.01% | New | 28,389 | $720K |
| Fiduciary Trust Co | 0.01% | No change | 26,773 | $679K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 26,828 | $625K |
| Visionary Wealth Advisors | 0.03% | No change | 23,118 | $587K |
| Beaird Harris Wealth Management, LLC | 0.04% | Reduce -46.5% | 21,728 | $551K |
| LJI Wealth Management, LLC | 0.08% | Reduce -25.0% | 20,306 | $515K |
| Madrid Financial Services | 0.30% | New | 19,705 | $500K |
| NewEdge Advisors, LLC | 0.00% | No change | 18,868 | $479K |
| Susquehanna International Group, LLP | 0.00% | Reduce -6.9% | 18,342 | $465K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 17,415 | $442K |
| Clark Asset Management, LLC | 0.04% | New | 17,159 | $435K |
| Pathstone Holdings, LLC | 0.00% | No change | 16,897 | $429K |
| Tru Independence Asset Management 2, LLC | 0.26% | Reduce -6.2% | 16,756 | $425K |
| Kilner Capital Advisors, LLC | 0.40% | No change | 16,410 | $416K |
| Morgan Stanley | 0.00% | Add +65.8% | 16,366 | $415K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 14,455 | $396K |
| DBK Financial Counsel, LLC | 0.29% | No change | 15,175 | $385K |
| MML Investors Services, LLC | 0.00% | Add +1.0% | 14,719 | $373K |
| HighTower Advisors, LLC | 0.00% | No change | 13,939 | $354K |
| Raymond James Financial Inc. | 0.00% | No change | 13,893 | $352K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.4% | 13,448 | $341K |
| Plancorp, LLC | 0.01% | No change | 12,544 | $331K |
| Andina Capital Management, LLC | 0.29% | No change | 12,660 | $321K |
| Intentional Wealth Strategies, LLC | 0.29% | — | 12,454 | $316K |
| COFG Advisors, LLC | 0.08% | No change | 12,192 | $309K |
| BWM Planning, LLC | 0.08% | No change | 12,191 | $309K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 11,069 | $281K |
| Blueprint Financial Advisors LLC | 0.04% | No change | 10,092 | $256K |
| Blueprint Investment Partners LLC | 0.03% | No change | 10,092 | $256K |
"% 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.