EA BRIDGEWAY BLUE CHIP ETF (BBLU) Institutional Shareholders

EA BRIDGEWAY BLUE CHIP ETF (BBLU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $164.27M in BBLU holdings during the latest filing period.

Cetera Investment Advisers is currently the largest disclosed institutional shareholder of BBLU tracked by InsiderSet, reporting ownership valued at approximately $30.06M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $31.41M, representing an estimated gain of +4.48% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed BBLU value among the investors covered in this analysis. Major shareholders include Cetera Investment Advisers, Annex Advisory Services, Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in EA BRIDGEWAY BLUE CHIP ETF (BBLU).

This page ranks the largest institutional BBLU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

71

Total Reported Value

$164.27M

Largest Holder

Cetera Investment Advisers

Largest Position

$30.06M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

83

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Cetera Investment Advisers0.03%1,821,718$30,058,342$31,406,418+$1,348,076+4.48%
Annex Advisory Services, Llc0.39%1,389,231$22,922,307$23,950,342+$1,028,035+4.48%
Raymond James Financial Inc0.00%1,088,094$17,953,556$18,758,741+$805,185+4.48%
D.A. Davidson & Co.0.07%738,293$12,181,835$12,728,171+$546,336+4.48%
Commonwealth Equity Services, Llc0.01%656,479$10,831,910$11,317,698+$485,788+4.48%
Osaic Holdings, Inc.0.01%632,041$10,428,837$10,896,387+$467,550+4.48%
Oxford Wealth Group, Llc4.00%542,397$8,949,552$9,350,924+$401,372+4.48%
Lpl Financial Llc0.00%387,287$6,390,234$6,676,828+$286,594+4.48%
Allworth Financial Lp0.02%339,699$5,605,041$5,856,411+$251,370+4.48%
Ameritas Advisory Services, Llc0.07%221,668$3,657,525$3,821,556+$164,031+4.48%
Mml Investors Services, Llc0.01%209,616$3,458,657$3,613,780+$155,123+4.49%
Envestnet Asset Management Inc0.00%193,212$3,188,003$3,330,975+$142,972+4.48%
Royal Bank Of Canada0.00%166,007$2,739,000$2,861,961+$122,961+4.49%
Advisory Services Network, Llc0.03%151,502$2,499,783$2,611,894+$112,111+4.48%
Concurrent Investment Advisors, Llc0.02%133,370$2,200,598$2,299,299+$98,701+4.49%
Arete Wealth Advisors, Llc0.12%107,637$1,776,010$1,855,662+$79,652+4.48%
Synergy Asset Management, Llc0.12%80,012$1,320,198$1,379,407+$59,209+4.48%
Geneos Wealth Management Inc.0.02%70,887$1,169,636$1,222,092+$52,456+4.48%
Thoroughbred Financial Services, Llc0.06%70,414$1,161,000$1,213,937+$52,937+4.56%
Dynamic Advisor Solutions Llc0.03%70,005$1,155,083$1,206,886+$51,803+4.48%
Envision Financial Transparency, Llc0.82%58,479$964,904$1,008,178+$43,274+4.48%
Gwn Securities Inc.0.16%56,938$939,473$981,611+$42,138+4.49%
Jpmorgan Chase & Co0.00%55,490$913,271$956,648+$43,377+4.75%
Wedbush Securities Inc0.02%48,715$804,000$839,847+$35,847+4.46%
Lifetime Wealth Management P.C.0.45%46,399$765,581$799,919+$34,338+4.49%
American Trust0.06%46,338$764,580$798,867+$34,287+4.48%
Mercer Global Advisors Inc0.00%45,319$747,769$781,300+$33,531+4.48%
Kane Investment Management, Inc.0.29%41,658$687,358$718,184+$30,826+4.48%
Main Street Group, Ltd0.16%41,341$682,132$712,719+$30,587+4.48%
Park Avenue Securities Llc0.00%35,442$585,000$611,020+$26,020+4.45%
Bravias Capital Group, Llc0.34%34,945$576,590$602,452+$25,862+4.49%
Mutual Advisors, Llc0.01%28,056$462,920$483,685+$20,765+4.49%
Janney Montgomery Scott Llc0.00%26,384$435,000$454,860+$19,860+4.57%
Ethos Financial Group, Llc0.03%24,000$398,400$413,760+$15,360+3.86%
Kestra Advisory Services, Llc0.00%22,342$368,650$385,176+$16,526+4.48%
Modera Wealth Management, Llc0.00%19,546$322,509$336,973+$14,464+4.48%
Truist Financial Corp0.00%19,429$320,579$334,956+$14,377+4.48%
Founders Financial Securities Llc0.02%19,408$320,232$334,594+$14,362+4.48%
Stephens Inc0.00%16,652$274,752$287,080+$12,328+4.49%
Capital Wealth Management, Llc0.06%16,190$267,135$279,116+$11,981+4.48%
Redwood Financial Network Corp0.14%15,231$251,315$262,582+$11,267+4.48%
Accel Wealth Management0.05%14,268$235,422$245,980+$10,558+4.48%
Midwest Trust Co0.00%14,185$234,053$244,549+$10,496+4.48%
Ausdal Financial Partners, Inc.0.01%14,131$233,162$243,618+$10,456+4.48%
Beacon Pointe Advisors, Llc0.00%13,456$222,024$231,981+$9,957+4.48%
Nfsg Corp0.03%13,300$219,450$229,292+$9,842+4.48%
Avantax Planning Partners, Inc.0.01%13,169$217,289$227,034+$9,745+4.48%
Brookstone Capital Management0.00%12,150$200,475$209,466+$8,991+4.48%
Claro Advisors Inc.0.02%10,712$176,754$184,675+$7,921+4.48%
Integrated Wealth Concepts Llc0.00%10,635$175,479$183,347+$7,868+4.48%
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Frequently asked questions about BBLU

  • Who owns the most BBLU stock?

    The largest holders of BBLU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EA BRIDGEWAY BLUE CHIP ETF (BBLU).

  • Is BBLU widely held by superinvestors?

    Many widely followed stocks like BBLU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BBLU is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.