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EA Bridgeway Blue Chip ETF (BBLU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Annex Advisory Services, LLC
DECREASED
Shares1,234,821 from 1,389,231
Change-154,410 (-11%)
Value$21.1M (-$1.8M)
Filed 2026-10-16
D.A. Davidson & Co.
INCREASED
Shares761,491 from 738,293
Change+23,198 (+3%)
Value$13.0M (+$847.3K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares428,249 from 396,447
Change+31,802 (+8%)
Value$7.3M (+$786.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares390,839 from 656,479
Change-265,640 (-40%)
Value$6.7M (-$4.1M)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares136,681 from 133,370
Change+3,311 (+2%)
Value$2.3M (+$138.0K)
Filed 2026-10-16
Synergy Asset Management, LLC
INCREASED
Shares124,038 from 80,012
Change+44,026 (+55%)
Value$2.1M (+$802.1K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
DECREASED
Shares68,715 from 70,005
Change-1,290 (-2%)
Value$1.2M (+$20.6K)
Filed 2026-10-13
Visionary Wealth Advisors
NEW
Shares63,960
Change+63,960
Value$1.1M
Filed 2026-11-04
Smith Shellnut Wilson LLC
INCREASED
Shares46,125 from 39,838
Change+6,287 (+16%)
Value$789.2K (+$131.9K)
Filed 2026-10-21
Main Street Group, LTD
INCREASED
Shares45,591 from 41,341
Change+4,250 (+10%)
Value$780.1K (+$97.9K)
Filed 2026-10-28
Citizens Financial Group Inc
NEW
Shares42,300
Change+42,300
Value$723.8K
Filed 2026-10-23
Lifetime Wealth Management P.C.
DECREASED
Shares40,359 from 46,399
Change-6,040 (-13%)
Value$690.5K (-$75.0K)
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares39,438 from 35,442
Change+3,996 (+11%)
Value$675.0K (+$90.0K)
Filed 2026-10-26
Founders Financial Securities LLC
INCREASED
Shares34,919 from 19,408
Change+15,511 (+80%)
Value$597.5K (+$277.2K)
Filed 2026-10-28
Wedbush Securities Inc
DECREASED
Shares28,363 from 48,715
Change-20,352 (-42%)
Value$485.0K (-$319.0K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares22,686 from 22,342
Change+344 (+2%)
Value$388.2K (+$19.5K)
Filed 2026-11-02
Modera Wealth Management, LLC
UNCHANGED
Shares19,546 from 19,546
Change0 (0%)
Value$334.4K (+$11.9K)
Filed 2026-10-28
Truist Financial Corp
UNCHANGED
Shares19,429 from 19,429
Change0 (0%)
Value$332.4K (+$11.9K)
Filed 2026-10-30
Capital Wealth Management, LLC
DECREASED
Shares15,809 from 16,190
Change-381 (-2%)
Value$270.5K (+$3.4K)
Filed 2026-10-27
Redwood Financial Network Corp
INCREASED
Shares15,402 from 15,231
Change+171 (+1%)
Value$263.5K (+$12.2K)
Filed 2026-11-03
Accel Wealth Management
UNCHANGED
Shares14,268 from 14,268
Change0 (0%)
Value$244.1K (+$8.7K)
Filed 2026-10-13
Midwest Trust Co
UNCHANGED
Shares14,185 from 14,185
Change0 (0%)
Value$242.7K (+$8.7K)
Filed 2026-10-22
Partners Wealth Management, LLC
NEW
Shares14,072
Change+14,072
Value$240.8K
Filed 2026-10-28
Gilliland Jeter Wealth Management LLC
NEW
Shares14,070
Change+14,070
Value$240.7K
Filed 2026-10-28
Avantax Planning Partners, Inc.
UNCHANGED
Shares13,169 from 13,169
Change0 (0%)
Value$225.3K (+$8.0K)
Filed 2026-11-03
Creative Planning
NEW
Shares12,523
Change+12,523
Value$214.3K
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares12,523 from 12,150
Change+373 (+3%)
Value$214.3K (+$13.8K)
Filed 2026-10-22
Claro Advisors Inc.
UNCHANGED
Shares10,712 from 10,712
Change0 (0%)
Value$183.3K (+$6.5K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
UNCHANGED
Shares10,523 from 10,523
Change0 (0%)
Value$180.0K (+$6.4K)
Filed 2026-10-26
Lanark Financial, Inc.
INCREASED
Shares2,843 from 332
Change+2,511 (+756%)
Value$48.6K (+$43.2K)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
NEW
Shares990
Change+990
Value$16.9K
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares506 from 3,605
Change-3,099 (-86%)
Value$8.7K (-$50.8K)
Filed 2026-10-16
Weaver Capital Management LLC
DECREASED
Shares447 from 900
Change-453 (-50%)
Value$7.6K (-$5.6K)
Filed 2026-10-15
Pflug Koory, LLC
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$2.2K (+$78)
Filed 2026-10-26
Assetmark, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.7K (+$61)
Filed 2026-10-21
Signaturefd, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$1.2K (+$44)
Filed 2026-10-23
Triumph Capital Management
DECREASED
Shares48 from 49
Change-1 (-2%)
Value$821 (+$13)
Filed 2026-10-14
Mather Group, Llc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$17 ($0)
Filed 2026-10-14
Nfsg Corp
CLOSED
Shares0 from 13,300
Change-13,300 (-100%)
Value$0 (-$219.5K)
Filed 2026-10-15
Cetera Investment Advisers
N/A
Shares— from 1,821,718
Change-1,821,718 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,088,094
Change-1,088,094 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 632,041
Change-632,041 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 542,397
Change-542,397 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 387,287
Change-387,287 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 339,699
Change-339,699 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 221,668
Change-221,668 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 209,616
Change-209,616 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 193,212
Change-193,212 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 166,007
Change-166,007 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 151,502
Change-151,502 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 107,637
Change-107,637 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 70,887
Change-70,887 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 70,414
Change-70,414 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 58,479
Change-58,479 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 56,938
Change-56,938 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 55,490
Change-55,490 (-100%)
Value—
American Trust
N/A
Shares— from 46,338
Change-46,338 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 45,319
Change-45,319 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 41,658
Change-41,658 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 34,945
Change-34,945 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 28,056
Change-28,056 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 26,384
Change-26,384 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Stephens Inc
N/A
Shares— from 16,652
Change-16,652 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 14,131
Change-14,131 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 13,456
Change-13,456 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 10,635
Change-10,635 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 10,527
Change-10,527 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,041
Change-9,041 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,630
Change-6,630 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,208
Change-4,208 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 584
Change-584 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 371
Change-371 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 127
Change-127 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 23
Change-23 (-100%)
Value—
Status
Annex Advisory Services, LLC
DECREASED1,234,8211,389,231-154,410-11%$22.9M$21.1M-$1.8M2026-10-16
D.A. Davidson & Co.
INCREASED761,491738,293+23,198+3%$12.2M$13.0M+$847.3K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED428,249396,447+31,802+8%$6.5M$7.3M+$786.0K2026-11-02
Commonwealth Equity Services, LLC
DECREASED390,839656,479-265,640-40%$10.8M$6.7M-$4.1M2026-11-02
Concurrent Investment Advisors, LLC
INCREASED136,681133,370+3,311+2%$2.2M$2.3M+$138.0K2026-10-16
Synergy Asset Management, LLC
INCREASED124,03880,012+44,026+55%$1.3M$2.1M+$802.1K2026-11-05
Dynamic Advisor Solutions LLC
DECREASED68,71570,005-1,290-2%$1.2M$1.2M+$20.6K2026-10-13
Visionary Wealth Advisors
NEW63,960—+63,960——$1.1M—2026-11-04
Smith Shellnut Wilson LLC
INCREASED46,12539,838+6,287+16%$657.3K$789.2K+$131.9K2026-10-21
Main Street Group, LTD
INCREASED45,59141,341+4,250+10%$682.1K$780.1K+$97.9K2026-10-28
Citizens Financial Group Inc
NEW42,300—+42,300——$723.8K—2026-10-23
Lifetime Wealth Management P.C.
DECREASED40,35946,399-6,040-13%$765.6K$690.5K-$75.0K2026-10-29
Park Avenue Securities LLC
INCREASED39,43835,442+3,996+11%$585.0K$675.0K+$90.0K2026-10-26
Founders Financial Securities LLC
INCREASED34,91919,408+15,511+80%$320.2K$597.5K+$277.2K2026-10-28
Wedbush Securities Inc
DECREASED28,36348,715-20,352-42%$804.0K$485.0K-$319.0K2026-10-22
Kestra Advisory Services, LLC
INCREASED22,68622,342+344+2%$368.7K$388.2K+$19.5K2026-11-02
Modera Wealth Management, LLC
UNCHANGED19,54619,54600%$322.5K$334.4K+$11.9K2026-10-28
Truist Financial Corp
UNCHANGED19,42919,42900%$320.6K$332.4K+$11.9K2026-10-30
Capital Wealth Management, LLC
DECREASED15,80916,190-381-2%$267.1K$270.5K+$3.4K2026-10-27
Redwood Financial Network Corp
INCREASED15,40215,231+171+1%$251.3K$263.5K+$12.2K2026-11-03
Accel Wealth Management
UNCHANGED14,26814,26800%$235.4K$244.1K+$8.7K2026-10-13
Midwest Trust Co
UNCHANGED14,18514,18500%$234.1K$242.7K+$8.7K2026-10-22
Partners Wealth Management, LLC
NEW14,072—+14,072——$240.8K—2026-10-28
Gilliland Jeter Wealth Management LLC
NEW14,070—+14,070——$240.7K—2026-10-28
Avantax Planning Partners, Inc.
UNCHANGED13,16913,16900%$217.3K$225.3K+$8.0K2026-11-03
Creative Planning
NEW12,523—+12,523——$214.3K—2026-11-02
Brookstone Capital Management
INCREASED12,52312,150+373+3%$200.5K$214.3K+$13.8K2026-10-22
Claro Advisors Inc.
UNCHANGED10,71210,71200%$176.8K$183.3K+$6.5K2026-11-02
Flagship Harbor Advisors, LLC
UNCHANGED10,52310,52300%$173.6K$180.0K+$6.4K2026-10-26
Lanark Financial, Inc.
INCREASED2,843332+2,511+756%$5.5K$48.6K+$43.2K2026-10-26
Provenance Wealth Advisors, LLC
NEW990—+990——$16.9K—2026-10-30
IFP Advisors, Inc
DECREASED5063,605-3,099-86%$59.5K$8.7K-$50.8K2026-10-16
Weaver Capital Management LLC
DECREASED447900-453-50%$13.3K$7.6K-$5.6K2026-10-15
Pflug Koory, LLC
UNCHANGED12812800%$2.1K$2.2K+$782026-10-26
Assetmark, Inc
UNCHANGED10010000%$1.7K$1.7K+$612026-10-21
Signaturefd, LLC
UNCHANGED727200%$1.2K$1.2K+$442026-10-23
Triumph Capital Management
DECREASED4849-1-2%$808$821+$132026-10-14
Mather Group, Llc.
UNCHANGED1100%$17$17$02026-10-14
Nfsg Corp
CLOSED013,300-13,300-100%$219.5K$0-$219.5K2026-10-15
Cetera Investment Advisers
N/A—1,821,718-1,821,718-100%$30.1M———
Raymond James Financial Inc
N/A—1,088,094-1,088,094-100%$18.0M———
Osaic Holdings, Inc.
N/A—632,041-632,041-100%$10.4M———
Oxford Wealth Group, LLC
N/A—542,397-542,397-100%$8.9M———
LPL Financial LLC
N/A—387,287-387,287-100%$6.4M———
Allworth Financial LP
N/A—339,699-339,699-100%$5.6M———
Ameritas Advisory Services, LLC
N/A—221,668-221,668-100%$3.7M———
MML Investors Services, LLC
N/A—209,616-209,616-100%$3.5M———
Envestnet Asset Management Inc
N/A—193,212-193,212-100%$3.2M———
Royal Bank of Canada
N/A—166,007-166,007-100%$2.7M———
Advisory Services Network, LLC
N/A—151,502-151,502-100%$2.5M———
Arete Wealth Advisors, LLC
N/A—107,637-107,637-100%$1.8M———
Geneos Wealth Management Inc.
N/A—70,887-70,887-100%$1.2M———
Thoroughbred Financial Services, LLC
N/A—70,414-70,414-100%$1.2M———
Envision Financial Transparency, LLC
N/A—58,479-58,479-100%$964.9K———
GWN Securities Inc.
N/A—56,938-56,938-100%$939.5K———
JPMorgan Chase & Co
N/A—55,490-55,490-100%$913.3K———
American Trust
N/A—46,338-46,338-100%$764.6K———
Mercer Global Advisors Inc
N/A—45,319-45,319-100%$747.8K———
Kane Investment Management, Inc.
N/A—41,658-41,658-100%$687.4K———
Bravias Capital Group, LLC
N/A—34,945-34,945-100%$576.6K———
Mutual Advisors, LLC
N/A—28,056-28,056-100%$462.9K———
Janney Montgomery Scott LLC
N/A—26,384-26,384-100%$435.0K———
Ethos Financial Group, LLC
N/A—24,000-24,000-100%$398.4K———
Stephens Inc
N/A—16,652-16,652-100%$274.8K———
Ausdal Financial Partners, Inc.
N/A—14,131-14,131-100%$233.2K———
Beacon Pointe Advisors, LLC
N/A—13,456-13,456-100%$222.0K———
Integrated Wealth Concepts LLC
N/A—10,635-10,635-100%$175.5K———
Essex Financial Services, Inc.
N/A—10,527-10,527-100%$173.7K———
Morgan Stanley
N/A—9,041-9,041-100%$149.2K———
FMR LLC
N/A—6,630-6,630-100%$109.4K———
NewEdge Advisors, LLC
N/A—4,208-4,208-100%$69.4K———
UBS Group AG
N/A—1,582-1,582-100%$26.1K———
Wells Fargo & Company
N/A—1,376-1,376-100%$22.7K———
Harbour Investments, Inc.
N/A—584-584-100%$9.6K———
Smartleaf Asset Management LLC
N/A—371-371-100%$6.1K———
Jones Financial Companies Lllp
N/A—127-127-100%$2.1K———
Fiduciary Financial Advisors
N/A—23-23-100%$384———
Showing 77 of 77 institutions