BSVO Institutional Ownership
EA Bridgeway Omni Small-Cap Value ETF
1W: -0.1%
1M: -3.7%
3M: -1.4%
YTD: +21.8%
1Y: +27.4%
3Y: +64.3%
$28.48
+0.25 (+0.90%)
Weekly Expected Move ±1.5%
$28
$28
$28
$29
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BSVO
143
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
25
New Positions
30
Increased
46
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (150 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 36,844,044 | 1.0B | -413,813 | -1.1% | 8Q | SEC ↗ |
| 2 | Focus Partners Advisor Solutions, LLC | 21,101,929 | $601M | +966,354 | +4.8% | 14Q | SEC ↗ |
| 3 | Squire Investment Management Company, | 1,716,530 | $49M | +9,321 | +0.5% | 11Q | SEC ↗ |
| 4 | KEB ASSET MANAGEMENT, LLC | 1,602,242 | $46M | -14,208 | -0.9% | 14Q | SEC ↗ |
| 5 | Kaufman Rossin Wealth, LLC | 1,408,620 | $40M | +131,854 | +10.3% | 7Q | SEC ↗ |
| 6 | CLARIS ADVISORS, LLC / MO | 1,213,370 | $35M | -9,462 | -0.8% | 14Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 1,149,671 | $33M | -1,656 | -0.1% | 12Q | SEC ↗ |
| 8 | AQR CAPITAL MANAGEMENT LLC | 991,507 | $28M | +191,692 | +24.0% | 11Q | SEC ↗ |
| 9 | Peirce Capital Management, LLC | 972,972 | $28M | -844,545 | -46.5% | 11Q | SEC ↗ |
| 10 | Friday Financial | 810,376 | $23M | +39,431 | +5.1% | 7Q | SEC ↗ |
| 11 | Brady Martz Wealth Solutions, LLC | 780,094 | $22M | +1,006 | +0.1% | 7Q | SEC ↗ |
| 12 | Capstone Wealth Management, LLC | 711,693 | $20M | -6,719 | -0.9% | 7Q | SEC ↗ |
| 13 | EverSource Wealth Advisors, LLC | 674,171 | $19M | +26,773 | +4.1% | 14Q | SEC ↗ |
| 14 | Gibson Capital, LLC | 656,307 | $19M | +33,940 | +5.5% | 14Q | SEC ↗ |
| 15 | HMV Wealth Advisors, LLC | 646,657 | $18M | +109,755 | +20.4% | 7Q | SEC ↗ |
| 16 | Forum Financial Management, LP | 634,359 | $18M | -11,500 | -1.8% | 14Q | SEC ↗ |
| 17 | HBE Wealth Management, LLC | 620,965 | $18M | +2,138 | +0.3% | 3Q | SEC ↗ |
| 18 | Vistica Wealth Advisors, LLC | 603,279 | $17M | +26,052 | +4.5% | 3Q | SEC ↗ |
| 19 | BENNINGFIELD FINANCIAL ADVISORS, LLC | 512,763 | $15M | -9,551 | -1.8% | 7Q | SEC ↗ |
| 20 | DOPKINS WEALTH MANAGEMENT, LLC | 397,068 | $11M | -826 | -0.2% | 14Q | SEC ↗ |
| 21 | JDH Wealth Management, LLC | 350,048 | $10M | -25,227 | -6.7% | 7Q | SEC ↗ |
| 22 | Lauterbach Financial Advisors, LLC | 328,483 | $9M | -5,927 | -1.8% | 14Q | SEC ↗ |
| 23 | Aerodigm Wealth, LLC | 273,176 | $8M | +4,918 | +1.8% | 14Q | SEC ↗ |
| 24 | COGENT STRATEGIC WEALTH LLC | 254,633 | $7M | -5,917 | -2.3% | 3Q | SEC ↗ |
| 25 | Evanson Financial, LLC NEW | 254,549 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Evanson Asset Management, LLC | 232,232 | $7M | — | +0.0% | 13Q | SEC ↗ |
| 27 | Allworth Financial LP | 223,574 | $6M | -29,047 | -11.5% | 7Q | SEC ↗ |
| 28 | NORTHWEST WEALTH MANAGEMENT, LLC | 218,894 | $6M | -1,587 | -0.7% | 14Q | SEC ↗ |
| 29 | POINCIANA ADVISORS GROUP, LLC | 218,043 | $6M | -27,223 | -11.1% | 7Q | SEC ↗ |
| 30 | Hill Investment Group Partners, LLC | 204,738 | $6M | -10,601 | -4.9% | 14Q | SEC ↗ |
| 31 | Prism Planning Partners LLC | 203,141 | $6M | +3,443 | +1.7% | 3Q | SEC ↗ |
| 32 | CogentBlue Wealth Advisors, LLC | 195,926 | $6M | +8,528 | +4.6% | 7Q | SEC ↗ |
| 33 | JPMORGAN CHASE & CO | 195,859 | $6M | +60,559 | +44.8% | 12Q | SEC ↗ |
| 34 | RB Capital Management, LLC | 194,169 | $6M | +13,218 | +7.3% | 14Q | SEC ↗ |
| 35 | TWO SIGMA INVESTMENTS, LP | 185,900 | $5M | +7,600 | +4.3% | 4Q | SEC ↗ |
| 36 | Farther Finance Advisors, LLC | 181,735 | $5M | -72 | -0.0% | 2Q | SEC ↗ |
| 37 | Mariner, LLC | 174,052 | $5M | +6,545 | +3.9% | 9Q | SEC ↗ |
| 38 | Parkwoods Wealth Partners, LLC | 171,369 | $5M | -14,635 | -7.9% | 6Q | SEC ↗ |
| 39 | LPL Financial LLC | 151,029 | $4M | +39,335 | +35.2% | 14Q | SEC ↗ |
| 40 | JACKSON THORNTON WEALTH MANAGEMENT, LL | 147,232 | $4M | -3,516 | -2.3% | 14Q | SEC ↗ |
| 41 | BAYSHORE ASSET MANAGEMENT, LLC | 143,661 | $4M | -2,578 | -1.8% | 14Q | SEC ↗ |
| 42 | PARK AVENUE SECURITIES LLC | 136,495 | $4M | -408 | -0.3% | 5Q | SEC ↗ |
| 43 | GOLDMAN SACHS GROUP INC NEW | 125,104 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Berger Financial Group, Inc | 122,097 | $3M | — | +0.0% | 7Q | SEC ↗ |
| 45 | Quantinno Capital Management LP | 121,012 | $3M | +12,299 | +11.3% | 3Q | SEC ↗ |
| 46 | Apollon Wealth Management, LLC NEW | 116,460 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 47 | Oath Planning, LLC | 106,256 | $3M | -1,534 | -1.4% | 3Q | SEC ↗ |
| 48 | IFG Advisors, LLC | 105,525 | $3M | -1,217 | -1.1% | 14Q | SEC ↗ |
| 49 | CWM, LLC | 95,896 | $3M | -17,439 | -15.4% | 8Q | SEC ↗ |
| 50 | Curi Capital, LLC | 82,395 | $2M | — | +0.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Evanson Financial, LLC | 254,549 | $7M |
| GOLDMAN SACHS GROUP INC | 125,104 | $4M |
| Apollon Wealth Management, LLC | 116,460 | $3M |
| Kestra Advisory Services, LLC | 23,732 | $676K |
| Cambridge Investment Research Advis | 23,308 | $664K |
| Compass Ion Advisors, LLC | 22,025 | $627K |
| Vise Technologies, Inc. | 17,601 | $501K |
| Cetera Investment Advisers | 14,431 | $411K |
| Sanctuary Advisors, LLC | 14,066 | $401K |
| Arax Advisory Partners | 11,745 | $335K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 10,972 | $312K |
| Diversify Advisory Services, LLC | 10,972 | $312K |
| Physician Wealth Advisors, Inc. | 9,697 | $276K |
| SAPIENT CAPITAL LLC | 8,824 | $251K |
| MARKET STREET WEALTH MANAGEMENT ADV | 8,802 | $251K |
| Johnson Wealth Management, LLC | 7,857 | $224K |
| PDS Planning, Inc | 7,265 | $207K |
| Base Wealth Management LLC | 7,131 | $203K |
| RWA WEALTH PARTNERS, LLC | 6,975 | $199K |
| Sankala Group LLC | 1,242 | $35K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GC Wealth Management RIA, LLC | 90,597 | $3M |
| Empowered Funds, LLC | 14,496 | $413K |
| WorthPointe, LLC | 13,516 | $385K |
| Private Advisor Group, LLC | 13,448 | $383K |
| Andina Capital Management, LLC | 12,660 | $361K |
| BRIDGE GENERATIONS WEALTH MANAGEMEN | 7,375 | $210K |
| Hamilton Point Investment Advisors, | 5,639 | $161K |
| UBS Group AG | 400 | $11K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Focus Partners Advisor Solutions, L | +966,354 | +4.8% | 21,101,929 |
| AQR CAPITAL MANAGEMENT LLC | +191,692 | +24.0% | 991,507 |
| Kaufman Rossin Wealth, LLC | +131,854 | +10.3% | 1,408,620 |
| HMV Wealth Advisors, LLC | +109,755 | +20.4% | 646,657 |
| JPMORGAN CHASE & CO | +60,559 | +44.8% | 195,859 |
| OSAIC HOLDINGS, INC. | +39,940 | +692.1% | 45,711 |
| Friday Financial | +39,431 | +5.1% | 810,376 |
| LPL Financial LLC | +39,335 | +35.2% | 151,029 |
| Gibson Capital, LLC | +33,940 | +5.5% | 656,307 |
| EverSource Wealth Advisors, LLC | +26,773 | +4.1% | 674,171 |
| Vistica Wealth Advisors, LLC | +26,052 | +4.5% | 603,279 |
| RB Capital Management, LLC | +13,218 | +7.3% | 194,169 |
| Quantinno Capital Management LP | +12,299 | +11.3% | 121,012 |
| Squire Investment Management Compan | +9,321 | +0.5% | 1,716,530 |
| CogentBlue Wealth Advisors, LLC | +8,528 | +4.6% | 195,926 |
| TWO SIGMA INVESTMENTS, LP | +7,600 | +4.3% | 185,900 |
| IEQ CAPITAL, LLC | +6,830 | +9.4% | 79,359 |
| Mariner, LLC | +6,545 | +3.9% | 174,052 |
| Aerodigm Wealth, LLC | +4,918 | +1.8% | 273,176 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +4,896 | +26.7% | 23,238 |