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EA Bridgeway Omni Sm-Cp Val (BSVO)

CUSIP: 02072L532 | NYSE | 201 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Squire Investment Management Company, LLC1,759,975
11.5% of portfolio›$49.2M
Kaufman Rossin Wealth, LLC1,460,215
16.5% of portfolio›$40.8M
Friday Financial966,800
5.4% of portfolio›$27.3M
Peirce Capital Management, LLC962,849
9.9% of portfolio›$26.9M
Capstone Wealth Management, LLC710,169
9.2% of portfolio›$19.9M
Gibson Capital, LLC710,073
3.4% of portfolio›$19.9M
EverSource Wealth Advisors, LLC691,997
0.6% of portfolio›$19.3M
HMV Wealth Advisors, LLC668,752
7.1% of portfolio›$18.7M
Forum Financial Management, LP630,924
0.2% of portfolio›$17.6M
JDH Wealth Management, LLC349,284
5.9% of portfolio›$9.8M
Lauterbach Financial Advisors, LLC329,472
3.9% of portfolio›$9.2M
D.A. Davidson & Co.287,117
0.0% of portfolio›$8.0M
Evanson Financial, LLC254,549
0.4% of portfolio›$7.1M
Cogent Strategic Wealth LLC251,996
6.7% of portfolio›$7.0M
Aerodigm Wealth, LLC230,305
2.2% of portfolio›$6.4M
Prism Planning Partners LLC220,628
5.9% of portfolio›$6.2M
Northwest Wealth Management, LLC217,002
0.8% of portfolio›$6.1M
CogentBlue Wealth Advisors, LLC212,535
5.5% of portfolio›$5.9M
Farther Finance Advisors, LLC158,452
0.0% of portfolio›$4.4M
Park Avenue Securities LLC137,416
0.1% of portfolio›$3.8M
Bayshore Asset Management, LLC131,535
1.3% of portfolio›$3.7M
Oath Planning, LLC107,225
1.9% of portfolio›$3.0M
IFG Advisors, LLC105,137
0.4% of portfolio›$2.9M
Apollon Wealth Management, LLC89,688
0.0% of portfolio›$2.5M
Apella Capital, LLC75,972
0.0% of portfolio›$2.1M
Wedmont Private Capital59,968
0.0% of portfolio›$1.7M
Waterfront Wealth Inc.55,203
0.3% of portfolio›$1.6M
IFP Advisors, Inc53,100
0.0% of portfolio›$1.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC52,645
0.5% of portfolio›$1.5M
Compass Ion Advisors, LLC51,771
0.1% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC47,808
0.0% of portfolio›$1.4M
Krilogy Financial LLC47,646
0.0% of portfolio›$1.4M
RF&L Wealth Management, LLC44,286
0.8% of portfolio›$1.2M
Belleair Asset Management, LLC42,596
1.0% of portfolio›$1.2M
Daytona Street Capital LLC37,239
0.8% of portfolio›$1.1M
Baker Tilly Wealth Management, LLC35,433
0.2% of portfolio›$990.7K
Cambridge Investment Research Advisors, Inc.34,225
0.0% of portfolio›$957.0K
Creative Planning34,090
0.0% of portfolio›$953.1K
Kestra Advisory Services, LLC33,086
0.0% of portfolio›$925.1K
Symmetry Partners, LLC32,885
0.0% of portfolio›$919.4K
SAX Wealth Advisors, LLC29,786
0.0% of portfolio›$832.8K
Discipline Wealth Solutions, LLC27,681
0.1% of portfolio›$773.9K
Choreo, LLC27,180
0.0% of portfolio›$759.9K
Diversify Advisory Services, LLC23,912
0.0% of portfolio›$680.1K
Diversify Wealth Management, LLC23,912
0.0% of portfolio›$680.1K
Visionary Wealth Advisors23,118
0.0% of portfolio›$646.4K
Madrid Financial Services18,790
0.3% of portfolio›$525.4K
Cassaday & Co Wealth Management LLC17,415
0.0% of portfolio›$486.9K
Clark Asset Management, LLC17,159
0.0% of portfolio›$479.8K
Vise Technologies, Inc.16,984
0.0% of portfolio›$474.9K
DBK Financial Counsel, LLC15,175
0.3% of portfolio›$424.3K
First Affirmative Financial Network14,598
0.1% of portfolio›$408.1K
Plancorp, LLC12,544
0.0% of portfolio›$363.4K
Crestwood Advisors Group, LLC11,069
0.0% of portfolio›$309.5K
Wealth Intelligence, LLC10,424
0.1% of portfolio›$291.4K
Blueprint Financial Advisors LLC10,092
0.0% of portfolio›$282.2K
Blueprint Investment Partners LLC10,092
0.0% of portfolio›$282.2K
Sapient Capital LLC9,442
0.0% of portfolio›$264.0K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies9,000
0.2% of portfolio›$251.6K
Market Street Wealth Management Advisors LLC8,802
0.0% of portfolio›$246.1K
Independent Financial Group, LLC8,357
0.0% of portfolio›$233.7K
Commonwealth Equity Services, LLC7,685
0.0% of portfolio›$214.8K
PDS Planning, Inc7,265
0.0% of portfolio›$203.1K
Thompson Investment Management, Inc.7,195
0.0% of portfolio›$201.2K
Your Advocates Ltd., LLP4,163
0.0% of portfolio›$116.4K
Physician Wealth Advisors, Inc.1,594
0.0% of portfolio›$44.6K
Ares Financial Consulting, LLC1,167
0.0% of portfolio›$32.6K
Assetmark, Inc985
0.0% of portfolio›$27.5K
True Wealth Design, LLC830
0.0% of portfolio›$23.2K
Reyes Financial Architecture, Inc.95
0.0% of portfolio›$2.7K
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$359.6K
StyleTurnoverLocationFiled
Squire Investment Management Company, LLC
1,759,975$49.2M11.5%ETFVery LowOrem, UT2026-11-03
Kaufman Rossin Wealth, LLC
1,460,215$40.8M16.5%ETFLowMiami, FL2026-10-19
Friday Financial
966,800$27.3M5.4%ETFVery LowDubuque, IA2026-10-09
Peirce Capital Management, LLC
962,849$26.9M9.9%ETFLowThe Woodlands, TX2026-10-19
Capstone Wealth Management, LLC
710,169$19.9M9.2%ETFLowTuscaloosa, AL2026-11-02
Gibson Capital, LLC
710,073$19.9M3.4%ETFVery LowWexford, PA2026-10-23
EverSource Wealth Advisors, LLC
691,997$19.3M0.6%CoreMediumBirmingham, AL2026-11-04
HMV Wealth Advisors, LLC
668,752$18.7M7.1%ETFVery LowShreveport, LA2026-10-27
Forum Financial Management, LP
630,924$17.6M0.2%ETFLowLombard, IL2026-10-16
JDH Wealth Management, LLC
349,284$9.8M5.9%ETFVery LowSanta Rosa, CA2026-10-20
Lauterbach Financial Advisors, LLC
329,472$9.2M3.9%ETFVery LowEl Paso, TX2026-10-21
D.A. Davidson & Co.
287,117$8.0M0.0%CoreLowGreat Falls, MT2026-10-28
Evanson Financial, LLC
254,549$7.1M0.4%ETFN/AMclean, VA2026-10-23
Cogent Strategic Wealth LLC
251,996$7.0M6.7%ETFLowChicago, IL2026-10-22
Aerodigm Wealth, LLC
230,305$6.4M2.2%ETFLowLake Oswego, OR2026-10-16
Prism Planning Partners LLC
220,628$6.2M5.9%ETFVery LowLibertyville, IL2026-10-27
Northwest Wealth Management, LLC
217,002$6.1M0.8%ETFLowSpencer, IA2026-10-30
CogentBlue Wealth Advisors, LLC
212,535$5.9M5.5%ETFLowKnoxville, TN2026-10-09
Farther Finance Advisors, LLC
158,452$4.4M0.0%IndexLowSan Francisco, CA2026-10-08
Park Avenue Securities LLC
137,416$3.8M0.1%ETFMediumNew York, NY2026-10-26
Bayshore Asset Management, LLC
131,535$3.7M1.3%ETFVery LowCoral Gables, FL2026-11-03
Oath Planning, LLC
107,225$3.0M1.9%ETFVery LowTulsa, OK2026-10-20
IFG Advisors, LLC
105,137$2.9M0.4%ETFVery LowSt. Louis, MO2026-10-15
Apollon Wealth Management, LLC
89,688$2.5M0.0%GrowthLowMount Pleasant, SC2026-10-23
Apella Capital, LLC
75,972$2.1M0.0%ETFVery LowWest Hartford, CT2026-10-08
Wedmont Private Capital
59,968$1.7M0.0%IndexVery LowWest Chester, PA2026-10-09
Waterfront Wealth Inc.
55,203$1.6M0.3%ValueLowOverland Park, KS2026-11-03
IFP Advisors, Inc
53,100$1.5M0.0%GrowthLowTampa, FL2026-10-16
Carlton Hofferkamp & Jenks Wealth Management, LLC
52,645$1.5M0.5%ETFLowThe Woodlands, TX2026-10-21
Compass Ion Advisors, LLC
51,771$1.4M0.1%ETFVery LowConshohocken, PA2026-10-23
Wealth Enhancement Advisory Services, LLC
47,808$1.4M0.0%CoreLowPlymouth, MN2026-10-13
Krilogy Financial LLC
47,646$1.4M0.0%GrowthLowSt. Louis, MO2026-10-13
RF&L Wealth Management, LLC
44,286$1.2M0.8%ETFVery LowActon, MA2026-10-20
Belleair Asset Management, LLC
42,596$1.2M1.0%ETFVery LowBelleair Bluffs, FL2026-11-03
Daytona Street Capital LLC
37,239$1.1M0.8%Deep ValueMediumSaint Louis, MO2026-10-15
Baker Tilly Wealth Management, LLC
35,433$990.7K0.2%GrowthLowMadison, WI2026-10-05
Cambridge Investment Research Advisors, Inc.
34,225$957.0K0.0%ETFLowFairfield, IA2026-11-02
Creative Planning
34,090$953.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Kestra Advisory Services, LLC
33,086$925.1K0.0%CoreLowAustin, TX2026-11-02
Symmetry Partners, LLC
32,885$919.4K0.0%ETFLowGlastonbury, CT2026-10-27
SAX Wealth Advisors, LLC
29,786$832.8K0.0%ETFVery LowParsippany, NJ2026-10-13
Discipline Wealth Solutions, LLC
27,681$773.9K0.1%ETFLowGreenville, SC2026-10-14
Choreo, LLC
27,180$759.9K0.0%IndexLowRockford, IL2026-10-28
Diversify Advisory Services, LLC
23,912$680.1K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
23,912$680.1K0.0%GrowthMediumSandy, UT2026-10-20
Visionary Wealth Advisors
23,118$646.4K0.0%ETFLowO'Fallon, IL2026-11-04
Madrid Financial Services
18,790$525.4K0.3%ETFHighManhattan Beach, CA2026-11-03
Cassaday & Co Wealth Management LLC
17,415$486.9K0.0%ETFVery LowMclean, VA2026-10-27
Clark Asset Management, LLC
17,159$479.8K0.0%ETFVery LowStratham, NH2026-10-19
Vise Technologies, Inc.
16,984$474.9K0.0%IndexLowNew York, NY2026-10-29
DBK Financial Counsel, LLC
15,175$424.3K0.3%ETFVery LowCuyahoga Falls, OH2026-10-13
First Affirmative Financial Network
14,598$408.1K0.1%CoreN/AColorado Springs, CO2026-10-21
Plancorp, LLC
12,544$363.4K0.0%ETFLowSaint Louis, MO2026-11-03
Crestwood Advisors Group, LLC
11,069$309.5K0.0%GrowthLowBoston, MA2026-10-27
Wealth Intelligence, LLC
10,424$291.4K0.1%ValueLowColumbus, GA2026-10-16
Blueprint Financial Advisors LLC
10,092$282.2K0.0%GARPMediumGreensboto, NC2026-10-28
Blueprint Investment Partners LLC
10,092$282.2K0.0%ETFMediumGreensboro, NC2026-10-28
Sapient Capital LLC
9,442$264.0K0.0%GrowthMediumIndianapolis, IN2026-10-08
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
9,000$251.6K0.2%ETFVery LowLynchburg, VA2026-10-27
Market Street Wealth Management Advisors LLC
8,802$246.1K0.0%ETFMediumIndianapolis, IN2026-10-09
Independent Financial Group, LLC
8,357$233.7K0.0%GrowthLowSan Diego, CA2026-10-13
Commonwealth Equity Services, LLC
7,685$214.8K0.0%ETFLowWaltham, MA2026-11-02
PDS Planning, Inc
7,265$203.1K0.0%IndexVery LowDublin, OH2026-11-03
Thompson Investment Management, Inc.
7,195$201.2K0.0%ValueMediumMadison, WI2026-10-14
Your Advocates Ltd., LLP
4,163$116.4K0.0%ETFLowHouston, TX2026-11-03
Physician Wealth Advisors, Inc.
1,594$44.6K0.0%ETFMediumMidvale, UT2026-10-20
Ares Financial Consulting, LLC
1,167$32.6K0.0%CoreLowCalabasas, CA2026-10-19
Assetmark, Inc
985$27.5K0.0%ETFLowConcord, CA2026-10-21
True Wealth Design, LLC
830$23.2K0.0%ETFMediumAkron, OH2026-10-13
Reyes Financial Architecture, Inc.
95$2.7K0.0%ETFVery HighSan Diego, CA2026-10-22
Prairie Wealth Advisors, Inc.
0$359.6K0.1%CoreVery LowOmaha, NE2026-10-29