EA BRIDGEWAY BLUE CHIP ETF BBLU
$16.75
+0.9% 52w: $13.07 – $16.96
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data13.0715.0116.96
Jun 20, 2025 Jul 2, 2026
Institutional holders
69
+2 QoQ
13F value
$137.6M
+7.1% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BBLU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Cetera Investment Advisers | Wealth advisor | 1.5M | $22.1M | 0.0% | +25.2% |
| Annex Advisory Services, LLC | Wealth advisor | 1.4M | $20.8M | 0.4% | -2.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.1M | $16.0M | 0.0% | +7.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 636.7K | $9.4M | 0.0% | +16.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 566.4K | $8.4M | 0.0% | +33.3% |
| D.A. DAVIDSON & CO. | Wealth advisor | 499.9K | $7.4M | 0.0% | +105.1% |
| Oxford Wealth Group, LLC | Wealth advisor | 470.5K | $6.9M | 3.8% | -9.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 383.8K | $5.7M | 0.0% | +6.1% |
| Allworth Financial LP | Wealth advisor | 367.9K | $5.4M | 0.0% | -2.5% |
| LPL Financial LLC | Bank broker | 314.7K | $4.6M | 0.0% | +6.9% |
| ROYAL BANK OF CANADA | Bank broker | 184.6K | $2.7M | 0.0% | +10.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 168.4K | $2.5M | 0.0% | +7.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 166.0K | $2.5M | 0.0% | +22.3% |
| Advisory Services Network, LLC | Diversified mechanical | 142.3K | $2.1M | 0.0% | New |
| Concurrent Investment Advisors, LLC | Wealth advisor | 125.3K | $1.8M | 0.0% | -1.9% |
| Arete Wealth Advisors, LLC | Wealth advisor | 102.1K | $1.5M | 0.1% | +2.5% |
| Lifetime Wealth Management P.C. | Other | 85.3K | $1.3M | 0.7% | +3.1% |
| Geneos Wealth Management Inc. | Wealth advisor | 74.5K | $1.1M | 0.0% | -12.7% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 70.0K | $1.0M | 0.0% | -7.8% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 67.1K | $989K | 0.1% | +1.4% |
| GWN SECURITIES INC. | Wealth advisor | 63.0K | $930K | 0.2% | +1.3% |
| Envision Financial Transparency, LLC | Wealth advisor | 58.5K | $863K | 0.8% | — |
| Ameritas Advisory Services, LLC | Wealth advisor | 58.1K | $858K | 0.0% | +2.7% |
| WEDBUSH SECURITIES INC | Diversified mechanical | 55.4K | $818K | 0.0% | -11.0% |
| MAGNOLIA CAPITAL ADVISORS LLC | Wealth advisor | 53.9K | $796K | 0.2% | -14.9% |
| JPMORGAN CHASE & CO | Bank broker | 49.1K | $707K | 0.0% | +20.0% |
| American Trust | Wealth advisor | 47.4K | $700K | 0.1% | -0.3% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 45.3K | $669K | 0.0% | -1.8% |
| KANE INVESTMENT MANAGEMENT, INC. ★2 | Fundamental diversified | 40.7K | $601K | 0.3% | +8.4% |
| Main Street Group, LTD | Wealth advisor | 39.0K | $576K | 0.2% | +132.3% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 37.0K | $546K | 0.0% | -4.2% |
| Bravias Capital Group, LLC | Wealth advisor | 35.6K | $525K | 0.3% | -12.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 28.8K | $425K | 0.0% | -24.6% |
| Mutual Advisors, LLC | Wealth advisor | 28.2K | $416K | 0.0% | +2.4% |
| Ethos Financial Group, LLC | Wealth advisor | 24.0K | $354K | 0.0% | Held |
| Kestra Advisory Services, LLC | Wealth advisor | 22.8K | $337K | 0.0% | -82.0% |
| Modera Wealth Management, LLC | Wealth advisor | 19.5K | $288K | 0.0% | Held |
| TRUIST FINANCIAL CORP | Diversified mechanical | 19.4K | $287K | 0.0% | Held |
| STEPHENS INC /AR/ | Diversified mechanical | 16.7K | $247K | 0.0% | +44.6% |
| Redwood Financial Network Corp | Wealth advisor | 15.4K | $228K | 0.1% | +10.3% |
| Accel Wealth Management | Wealth advisor | 14.3K | $211K | 0.1% | -18.4% |
| Midwest Trust Co | Other | 14.2K | $209K | 0.0% | Held |
| Ausdal Financial Partners, Inc. | Wealth advisor | 14.1K | $209K | 0.0% | Held |
| Beacon Pointe Advisors, LLC | Wealth advisor | 13.5K | $199K | 0.0% | +5.5% |
| Avantax Planning Partners, Inc. | Wealth advisor | 13.2K | $194K | 0.0% | New |
| NFSG Corp | Diversified mechanical | 10.9K | $161K | 0.0% | -9.1% |
| CAPITAL WEALTH MANAGEMENT, LLC | Wealth advisor | 10.8K | $160K | 0.0% | New |
| Claro Advisors Inc. | Wealth advisor | 10.7K | $158K | 0.0% | Held |
| Essex Financial Services, Inc. | Wealth advisor | 10.5K | $155K | 0.0% | Held |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 10.5K | $155K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.