EA Bridgeway Omni Sm-Cp Val BSVO
$28.83
-1.1% 52w: $19.54 – $29.19
Latest 13F among current holders filed 24 days ago (Jun 11, 2026)
Price — last 12 months
research preview data19.5424.3729.19
Jun 20, 2025 Jul 2, 2026
Institutional holders
120
+2 QoQ
13F value
$2.05B
+12.4% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSVO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Focus Partners Wealth | Wealth advisor | 37.3M | $945.2M | 1.1% | +2.4% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 20.1M | $510.7M | 5.1% | +2.6% |
| Peirce Capital Management, LLC | Wealth advisor | 1.8M | $46.1M | 18.0% | -0.9% |
| Squire Investment Management Company, LLC | Wealth advisor | 1.7M | $43.3M | 12.0% | +9.9% |
| KEB ASSET MANAGEMENT, LLC | Wealth advisor | 1.6M | $41.0M | 7.9% | -0.3% |
| Kaufman Rossin Wealth, LLC | Wealth advisor | 1.3M | $32.4M | 18.6% | +2.9% |
| CLARIS ADVISORS, LLC / MO / | Wealth advisor | 1.2M | $31.0M | 9.3% | +0.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.2M | $29.2M | 0.0% | -0.1% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 799.8K | $20.3M | 0.0% | +27.9% |
| Brady Martz Wealth Solutions, LLC | Wealth advisor | 779.1K | $19.8M | 3.4% | +8.9% |
| Friday Financial | Wealth advisor | 770.9K | $19.6M | 6.7% | +8.3% |
| Capstone Wealth Management, LLC | Wealth advisor | 718.4K | $18.2M | 12.7% | +1.4% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 647.4K | $16.4M | 0.5% | +3.9% |
| Forum Financial Management, LP | Wealth advisor | 645.9K | $16.4M | 0.2% | -1.6% |
| Gibson Capital, LLC | Wealth advisor | 622.4K | $15.8M | 2.9% | +0.2% |
| HBE Wealth Management, LLC | Wealth advisor | 618.8K | $15.7M | 13.7% | +7.4% |
| Vistica Wealth Advisors, LLC | Wealth advisor | 577.2K | $14.6M | 14.6% | -5.2% |
| HMV Wealth Advisors, LLC | Wealth advisor | 536.9K | $13.6M | 6.4% | -0.2% |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | Wealth advisor | 522.3K | $13.3M | 10.5% | -3.5% |
| DOPKINS WEALTH MANAGEMENT, LLC | Wealth advisor | 397.9K | $10.1M | 4.1% | +1.1% |
| JDH Wealth Management, LLC | Wealth advisor | 375.3K | $9.5M | 6.4% | -1.7% |
| Lauterbach Financial Advisors, LLC | Wealth advisor | 334.4K | $8.5M | 4.1% | -1.2% |
| Aerodigm Wealth, LLC | Wealth advisor | 268.3K | $6.8M | 2.6% | +4.8% |
| COGENT STRATEGIC WEALTH LLC | Wealth advisor | 260.6K | $6.6M | 6.8% | -0.2% |
| Allworth Financial LP | Wealth advisor | 252.6K | $6.4M | 0.0% | -1.9% |
| POINCIANA ADVISORS GROUP, LLC | Wealth advisor | 245.3K | $6.2M | 4.9% | -0.9% |
| Evanson Asset Management, LLC | Wealth advisor | 232.2K | $5.9M | 0.3% | Held |
| NORTHWEST WEALTH MANAGEMENT, LLC | Wealth advisor | 220.5K | $5.6M | 0.8% | +0.5% |
| Hill Investment Group Partners, LLC | Wealth advisor | 215.3K | $5.5M | 0.6% | -0.2% |
| Prism Planning Partners LLC | Wealth advisor | 199.7K | $5.1M | 6.0% | +4.0% |
| CogentBlue Wealth Advisors, LLC | Wealth advisor | 187.4K | $4.8M | 3.2% | +4.7% |
| Parkwoods Wealth Partners, LLC | Wealth advisor | 186.0K | $4.7M | 1.2% | -1.8% |
| Farther Finance Advisors, LLC | Wealth advisor | 181.8K | $4.6M | 0.0% | New |
| RB Capital Management, LLC ★2 | Fundamental diversified | 181.0K | $4.6M | 1.0% | +2.5% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 178.3K | $4.5M | 0.0% | +283.4% |
| Mariner, LLC | Diversified mechanical | 167.5K | $4.2M | 0.0% | +250.4% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | Wealth advisor | 150.7K | $4.0M | 0.4% | -0.7% |
| BAYSHORE ASSET MANAGEMENT, LLC | Wealth advisor | 146.2K | $3.7M | 1.5% | +3.4% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 136.9K | $3.5M | 0.0% | +0.1% |
| JPMORGAN CHASE & CO | Bank broker | 135.3K | $3.4M | 0.0% | +85.8% |
| Berger Financial Group, Inc | Wealth advisor | 122.1K | $3.1M | 0.2% | -6.0% |
| LPL Financial LLC | Bank broker | 111.7K | $2.8M | 0.0% | +4.4% |
| Quantinno Capital Management LP | Diversified mechanical | 108.7K | $2.8M | 0.0% | +667.6% |
| Oath Planning, LLC | Wealth advisor | 107.8K | $2.7M | 2.4% | +0.1% |
| IFG Advisors, LLC | Wealth advisor | 106.7K | $2.7M | 0.4% | -1.4% |
| CWM, LLC | Wealth advisor | 95.9K | $2.4M | 0.0% | -15.4% |
| EARNED WEALTH ADVISORS, LLC | Wealth advisor | 83.8K | $2.1M | 0.1% | -4.6% |
| Curi Capital, LLC | Other | 82.4K | $2.1M | 0.0% | Held |
| Apella Capital, LLC | Wealth advisor | 76.0K | $2.1M | 0.0% | +730.5% |
| Smartleaf Asset Management LLC | Wealth advisor | 81.3K | $2.0M | 0.1% | -4.7% |
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.
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Top funds holding BSVO