Who owns EA Bridgeway Omni Small-Cap Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BSVO from SEC Form 13F filings across 141 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 141 institutions disclosed 81.3M shares of EA Bridgeway Omni Small-Cap Value ETF worth $2.37B — about 99.7% of shares outstanding; the largest disclosed holder is Focus Partners Wealth. Source: SEC Form 13F filings, parsed by EvidInvest.
141
13F holders
$2.37B
value, 2026 filers
99.7%
of shares outstanding (81.3M sh)
29
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BSVO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 36.8M | $1.08B | 1.1% | 45.2% | -1.1% |
| 2 | Focus Partners Advisor Solutions, LLC | 21.1M | $616.0M | 5.2% | 25.9% | +4.8% |
| 3 | Squire Investment Management Company, LLC | 1.7M | $50.1M | 12.1% | 2.1% | +0.5% |
| 4 | KEB ASSET MANAGEMENT, LLC | 1.6M | $46.8M | 7.6% | 2% | -0.9% |
| 5 | Kaufman Rossin Wealth, LLC | 1.4M | $40.5M | 19.2% | 1.7% | +10.3% |
| 6 | CLARIS ADVISORS, LLC / MO / | 1.2M | $35.4M | 9.2% | 1.5% | -0.8% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 1.1M | $33.6M | 0.0% | 1.4% | -0.1% |
| 8 | AQR CAPITAL MANAGEMENT LLC | 991,507 | $28.9M | 0.0% | 1.2% | +24.0% |
| 9 | Peirce Capital Management, LLC | 972,972 | $28.4M | 10.4% | 1.2% | -46.5% |
| 10 | Friday Financial | 810,376 | $23.3M | 6.2% | 1% | +5.1% |
| 11 | Brady Martz Wealth Solutions, LLC | 780,094 | $22.8M | 3.4% | 1% | +0.1% |
| 12 | Capstone Wealth Management, LLC | 711,693 | $20.8M | 9.6% | 0.9% | -0.9% |
| 13 | EverSource Wealth Advisors, LLC | 674,171 | $19.7M | 0.7% | 0.8% | +4.1% |
| 14 | Gibson Capital, LLC | 656,307 | $19.2M | 3.1% | 0.8% | +5.5% |
| 15 | HMV Wealth Advisors, LLC | 646,657 | $18.9M | 7.3% | 0.8% | +20.4% |
| 16 | Forum Financial Management, LP | 634,359 | $18.5M | 0.2% | 0.8% | -1.8% |
| 17 | HBE Wealth Management, LLC | 620,965 | $18.1M | 13.0% | 0.8% | +0.3% |
| 18 | Vistica Wealth Advisors, LLC | 603,279 | $17.6M | 15.2% | 0.7% | +4.5% |
| 19 | BENNINGFIELD FINANCIAL ADVISORS, LLC | 512,763 | $15.0M | 11.1% | 0.6% | -1.8% |
| 20 | DOPKINS WEALTH MANAGEMENT, LLC | 397,068 | $11.6M | 4.2% | 0.5% | -0.2% |
| 21 | JDH Wealth Management, LLC | 350,048 | $10.2M | 6.2% | 0.4% | -6.7% |
| 22 | Lauterbach Financial Advisors, LLC | 328,483 | $9.6M | 4.1% | 0.4% | -1.8% |
| 23 | Aerodigm Wealth, LLC | 273,176 | $8.0M | 2.7% | 0.3% | +1.8% |
| 24 | COGENT STRATEGIC WEALTH LLC | 254,633 | $7.4M | 7.1% | 0.3% | -2.3% |
| 25 | Evanson Financial, LLCNEW | 254,549 | $7.4M | 0.4% | 0.3% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.