ETF Holders

Who owns BSVO?

US large cap

EA Bridgeway Omni Small-Cap Value ETF · EA

141 institutions reported holding BSVO, worth $2.4B, in Form 13F filings for June 30, 2026.

13F holders
141
Institutional value
$2.4B
Change from prior quarter
+16.4%
+$333.9M, with price moves
New and sold-out firms
26 / 3
30 added, 43 trimmed

Top 10 institutional holders of BSVO

FirmLocationValueSharesChange
Focus Partners WealthSt Louis, MO$1.1B36,844,044−413,813 shares
Focus Partners Advisor Solutions, LLCSaint Louis, MO$616.0M21,101,929+966,354 shares
Squire Investment Management Company, LLCOrem, UT$50.1M1,716,530+9,321 shares
KEB Asset Management, LLCSpringfield, IL$46.8M1,602,242−14,208 shares
Kaufman Rossin Wealth, LLCMiami, FL$40.5M1,408,620+131,854 shares
Claris Advisors, LLCSt. Louis, MO$35.4M1,213,370−9,462 shares
Envestnet Asset Management Inc.Berwyn, PA$33.6M1,149,671−1,656 shares
AQR Capital Management LLCGreenwich, CT$28.9M991,507+191,692 shares
Peirce Capital Management, LLCThe Woodlands, TX$28.4M972,972−844,545 shares
Friday FinancialDubuque, IA$23.3M810,376+39,431 shares
131 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns BSVO?

141 institutional managers reported holding BSVO in Form 13F filings for June 30, 2026, worth $2.4B in total. The largest reported position was held by Focus Partners Wealth, at $1.1B.

Did institutions buy or sell BSVO last quarter?

Reported 13F value rose 16.4% from March 31, 2026, which includes price moves as well as buying and selling. 26 firms reported a new position and 3 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is BSVO ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.