EA Bridgeway Omni Sm-Cp ValBSVOETF
13F holders, Q2 2026 (June 30)141holders +20
24new positions
3sold out
1famous investor
$29.19avg. 13F price*
At the end of Q2 2026, 141 institutions reported holding EA Bridgeway Omni Sm-Cp Val (BSVO) in their 13F filings, up 20 from Q1 2026. 24 opened new positions and 3 sold out. The largest holders were Focus Partners Wealth ($1.1B), Focus Partners Advisor Solutions, LLC ($616.0M) and Squire Investment Management Company, LLC ($50.1M). 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 (Q2 2026)
- CUSIP
- 02072L532
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $13.2M |
| Exits | 3 | $673K |
All 13F filers, Q1 2026 → Q2 2026: 2,209,891 shares bought and 1,576,131 shares sold, net +633,760 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 141 holders
| Focus Partners Wealth | 1.10% | Reduce -1.1% | 36,844,044 | $1.1B |
| Focus Partners Advisor Solutions, LLC | 5.22% | Add +4.8% | 21,101,929 | $616.0M |
| Squire Investment Management Company, LLC | 12.06% | Add +0.6% | 1,716,530 | $50.1M |
| Keb Asset Management, LLC | 7.57% | Reduce -0.9% | 1,602,242 | $46.8M |
| Kaufman Rossin Wealth, LLC | 19.19% | Add +10.3% | 1,408,620 | $40.5M |
| Claris Advisors, LLC / Mo / | 9.25% | Reduce -0.8% | 1,213,370 | $35.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.1% | 1,149,671 | $33.6M |
| AQR Capital Management | 0.01% | Add +24.0% | 991,507 | $28.9M |
| Peirce Capital Management, LLC | 10.41% | Reduce -46.5% | 972,972 | $28.4M |
| Friday Financial | 6.24% | Add +5.1% | 810,376 | $23.3M |
| Brady Martz Wealth Solutions, LLC | 3.44% | Add +0.1% | 780,094 | $22.8M |
| Capstone Wealth Management, LLC | 9.64% | Reduce -0.9% | 711,693 | $20.8M |
| EverSource Wealth Advisors, LLC | 0.66% | Add +4.1% | 674,171 | $19.7M |
| Gibson Capital, LLC | 3.14% | Add +5.5% | 656,307 | $19.2M |
| HMV Wealth Advisors, LLC | 7.35% | Add +20.4% | 646,657 | $18.9M |
| Forum Financial Management, LP | 0.24% | Reduce -1.8% | 634,359 | $18.5M |
| HBE Wealth Management, LLC | 13.02% | Add +0.3% | 620,965 | $18.1M |
| Vistica Wealth Advisors, LLC | 15.24% | Add +4.5% | 603,279 | $17.6M |
| Benningfield Financial Advisors, LLC | 11.09% | Reduce -1.8% | 512,763 | $15.0M |
| Dopkins Wealth Management, LLC | 4.21% | Reduce -0.2% | 397,068 | $11.6M |
| JDH Wealth Management, LLC | 6.22% | Reduce -6.7% | 350,048 | $10.2M |
| Lauterbach Financial Advisors, LLC | 4.12% | Reduce -1.8% | 328,483 | $9.6M |
| Aerodigm Wealth, LLC | 2.70% | Add +1.8% | 273,176 | $8.0M |
| Cogent Strategic Wealth LLC | 7.09% | Reduce -2.3% | 254,633 | $7.4M |
| Evanson Financial, LLC | 0.36% | — | 254,549 | $7.4M |
| Poinciana Advisors Group, LLC | 5.38% | Reduce -11.1% | 218,043 | $7.2M |
| Allworth Financial LP | 0.03% | Reduce -11.5% | 223,574 | $6.5M |
| Northwest Wealth Management, LLC | 0.84% | Reduce -0.7% | 218,894 | $6.4M |
| Hill Investment Group Partners, LLC | 0.61% | Reduce -4.9% | 204,738 | $6.0M |
| Prism Planning Partners LLC | 6.28% | Add +1.7% | 203,141 | $5.9M |
| CogentBlue Wealth Advisors, LLC | 3.28% | Add +4.5% | 195,926 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Add +44.8% | 195,859 | $5.7M |
| RB Capital Management, LLC | 1.15% | Add +7.3% | 194,169 | $5.7M |
| Two Sigma Investments, LP | 0.00% | Add +4.3% | 185,900 | $5.4M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -0.0% | 181,735 | $5.3M |
| Mariner, LLC | 0.01% | Add +3.9% | 174,052 | $5.1M |
| Parkwoods Wealth Partners, LLC | 0.80% | Reduce -7.9% | 171,369 | $5.0M |
| LPL Financial LLC | 0.00% | Add +35.2% | 151,029 | $4.4M |
| Jackson Thornton Wealth Management, LLC | 0.34% | Reduce -2.3% | 147,232 | $4.3M |
| Bayshore Asset Management, LLC | 1.50% | Reduce -1.8% | 143,661 | $4.2M |
| Park Avenue Securities LLC | 0.02% | Reduce -0.3% | 136,495 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 125,104 | $3.7M |
| Berger Financial Group, Inc | 0.18% | No change | 122,097 | $3.6M |
| Quantinno Capital Management LP | 0.00% | Add +11.3% | 121,012 | $3.5M |
| Apollon Wealth Management, LLC | 0.04% | New | 116,460 | $3.4M |
| Oath Planning, LLC | 2.30% | Reduce -1.4% | 106,256 | $3.1M |
| IFG Advisors, LLC | 0.42% | Reduce -1.1% | 105,525 | $3.1M |
| Curi Capital, LLC | 0.04% | No change | 82,395 | $2.4M |
| Smartleaf Asset Management LLC | 0.08% | No change | 81,279 | $2.4M |
| Earned Wealth Advisors, LLC | 0.15% | Reduce -4.9% | 79,693 | $2.3M |
| Ieq Capital, LLC | 0.01% | Add +9.4% | 79,359 | $2.3M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.1% | 75,365 | $2.2M |
| Apella Capital, LLC | 0.03% | No change | 75,972 | $2.2M |
| Integrity Wealth Solutions LLC | 0.77% | No change | 71,538 | $2.1M |
| Wedmont Private Capital | 0.05% | No change | 60,468 | $1.8M |
| Waterfront Wealth Inc. | 0.25% | No change | 55,203 | $1.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.50% | No change | 52,645 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 52,634 | $1.5M |
| UMB Bank, n.a. | 0.02% | Reduce -35.1% | 49,293 | $1.4M |
| Ballentine Partners, LLC | 0.02% | No change | 49,265 | $1.4M |
| Krilogy Financial LLC | 0.04% | Add +11.3% | 48,203 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +692.1% | 45,711 | $1.3M |
| Belleair Asset Management, LLC | 1.07% | Reduce -2.0% | 43,643 | $1.3M |
| Baker Tilly Wealth Management, LLC | 0.27% | Reduce -0.7% | 42,522 | $1.2M |
| Rf&l Wealth Management, LLC | 0.83% | Reduce -4.0% | 41,776 | $1.2M |
| Daytona Street Capital LLC | 0.79% | No change | 37,239 | $1.1M |
| Savant Capital, LLC | 0.00% | Reduce -8.1% | 35,649 | $1.0M |
| E-Wealth Partners, LLC | 0.72% | Reduce -12.6% | 34,103 | $995K |
| Cresset Asset Management, LLC | 0.00% | No change | 34,051 | $994K |
| Symmetry Partners, LLC | 0.05% | Reduce -9.2% | 34,011 | $993K |
| Creative Planning | 0.00% | No change | 32,115 | $937K |
| Discipline Wealth Solutions, LLC | 0.08% | Reduce -3.3% | 30,529 | $891K |
| Choreo, LLC | 0.01% | Reduce -4.3% | 27,180 | $793K |
| Fiduciary Trust Co | 0.01% | No change | 26,773 | $781K |
| Sax Wealth Advisors, LLC | 0.03% | Add +12.2% | 30,113 | $764K |
| Kestra Advisory Services, LLC | 0.00% | New | 23,732 | $693K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 23,308 | $680K |
| Susquehanna International Group, LLP | 0.00% | Add +26.7% | 23,238 | $678K |
| Visionary Wealth Advisors | 0.03% | No change | 23,118 | $675K |
| Compass Ion Advisors, LLC | 0.06% | New | 22,025 | $643K |
| Beaird Harris Wealth Management, LLC | 0.04% | No change | 21,728 | $634K |
| Madrid Financial Services | 0.30% | No change | 19,705 | $575K |
| Vise Technologies, Inc. | 0.01% | New | 17,601 | $514K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.7% | 17,601 | $514K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 17,415 | $508K |
| Clark Asset Management, LLC | 0.04% | No change | 17,159 | $501K |
| Pathstone Holdings, LLC | 0.00% | No change | 16,897 | $493K |
| Kilner Capital Advisors, LLC | 0.39% | Reduce -3.3% | 15,862 | $458K |
| DBK Financial Counsel, LLC | 0.37% | No change | 15,175 | $443K |
| MML Investors Services, LLC | 0.00% | Add +0.7% | 14,819 | $433K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 14,455 | $422K |
| Cetera Investment Advisers | 0.00% | New | 14,431 | $421K |
| Tru Independence Asset Management 2, LLC | 0.22% | Reduce -15.2% | 14,211 | $415K |
| HighTower Advisors, LLC | 0.00% | Add +1.1% | 14,099 | $412K |
| Sanctuary Advisors, LLC | 0.00% | New | 14,066 | $411K |
| Raymond James Financial Inc. | 0.00% | No change | 13,893 | $406K |
| Intentional Wealth Strategies, LLC | 0.35% | Add +3.6% | 12,904 | $377K |
| Plancorp, LLC | 0.01% | No change | 12,544 | $364K |
| COFG Advisors, LLC | 0.06% | No change | 12,192 | $356K |
| BWM Planning, LLC | 0.08% | No change | 12,191 | $356K |
| Arax Advisory Partners | 0.00% | New | 11,745 | $343K |
| Independent Financial Group, LLC | 0.01% | Reduce -76.0% | 11,645 | $340K |
| LJI Wealth Management, LLC | 0.05% | Reduce -43.4% | 11,504 | $336K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 11,069 | $323K |
| Diversify Advisory Services, LLC | 0.01% | New | 10,972 | $322K |
| Diversify Wealth Management, LLC | 0.01% | New | 10,972 | $322K |
| Blueprint Financial Advisors LLC | 0.03% | No change | 10,092 | $295K |
| Blueprint Investment Partners LLC | 0.02% | No change | 10,092 | $295K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 9,920 | $290K |
| Physician Wealth Advisors, Inc. | 0.03% | New | 9,697 | $283K |
| Advisory Services Network, LLC | 0.00% | No change | 9,486 | $277K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.3% | 9,297 | $271K |
| BBR Partners, LLC | 0.01% | No change | 9,045 | $264K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.21% | No change | 9,000 | $263K |
| Kavar Capital Partners Group, LLC | 0.03% | No change | 8,931 | $261K |
| Sapient Capital LLC | 0.00% | New | 8,824 | $258K |
| Market Street Wealth Management Advisors LLC | 0.04% | New | 8,802 | $257K |
| World Investment Advisors | 0.00% | No change | 9,330 | $249K |
| Morgan Stanley | 0.00% | Reduce -48.3% | 8,463 | $247K |
| Ritholtz Wealth Management | 0.00% | No change | 8,028 | $234K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +70.6% | 7,880 | $230K |
| Johnson Wealth Management, LLC | 0.10% | New | 7,857 | $229K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -10.3% | 7,759 | $227K |
| PDS Planning, Inc | 0.01% | New | 7,265 | $212K |
| Thompson Investment Management, Inc. | 0.02% | No change | 7,195 | $210K |
| Base Wealth Management LLC | 0.10% | New | 7,131 | $208K |
| Rwa Wealth Partners, LLC | 0.00% | New | 6,975 | $204K |
| CENTRAL TRUST Co | 0.00% | Reduce -13.6% | 6,000 | $175K |
| Your Advocates Ltd., LLP | 0.03% | No change | 4,163 | $122K |
| FMR LLC | 0.00% | No change | 3,535 | $103K |
| Hantz Financial Services, Inc. | 0.00% | No change | 3,016 | $88K |
| Nova Wealth Management, Inc. | 0.04% | Reduce -16.8% | 2,454 | $72K |
| Sankala Group LLC | 0.02% | New | 1,242 | $37K |
| Ares Financial Consulting, LLC | 0.02% | No change | 1,167 | $34K |
| Assetmark, Inc. | 0.00% | New | 1,149 | $34K |
| True Wealth Design, LLC | 0.01% | New | 830 | $24K |
| Rockefeller Capital Management L.P. | 0.00% | New | 589 | $17K |
| Cornerstone Planning Group LLC | 0.00% | New | 425 | $13K |
| Royal Bank of Canada | 0.00% | New | 87 | $3K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 95 | $3K |
| AE Wealth Management LLC | 0.00% | No change | 18 | $525 |
"% 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.