EA BRIDGEWAY BLUE CHIP ETF (BBLU) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $126.10M 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 $22.09M in its March 31, 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 $24.60M, representing an estimated gain of +11.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% 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
67
Total Reported Value
$126.10M
Largest Holder
Cetera Investment Advisers
Largest Position
$22.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
77
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | 0.02% | 1,496,579 | $22,089,500 | $24,603,759 | +$2,514,259 | +11.38% | |
| Annex Advisory Services, Llc | 0.39% | 1,411,687 | $20,836,500 | $23,208,134 | +$2,371,634 | +11.38% | |
| Raymond James Financial Inc | 0.00% | 1,080,869 | $15,953,629 | $17,769,486 | +$1,815,857 | +11.38% | |
| Commonwealth Equity Services, Llc | 0.01% | 636,722 | $9,398,020 | $10,467,710 | +$1,069,690 | +11.38% | |
| Osaic Holdings, Inc. | 0.01% | 566,356 | $8,359,496 | $9,310,893 | +$951,397 | +11.38% | |
| D.A. Davidson & Co. | 0.04% | 499,940 | $7,379,114 | $8,219,014 | +$839,900 | +11.38% | |
| Oxford Wealth Group, Llc | 3.79% | 470,549 | $6,945,305 | $7,735,826 | +$790,521 | +11.38% | |
| Allworth Financial Lp | 0.02% | 367,900 | $5,430,197 | $6,048,276 | +$618,079 | +11.38% | |
| Lpl Financial Llc | 0.00% | 314,660 | $4,644,380 | $5,173,010 | +$528,630 | +11.38% | |
| Royal Bank Of Canada | 0.00% | 184,644 | $2,725,000 | $3,035,547 | +$310,547 | +11.40% | |
| Envestnet Asset Management Inc | 0.00% | 168,369 | $2,485,120 | $2,767,986 | +$282,866 | +11.38% | |
| Mml Investors Services, Llc | 0.01% | 166,024 | $2,450,510 | $2,729,435 | +$278,925 | +11.38% | |
| Advisory Services Network, Llc | 0.03% | 142,282 | $2,100,082 | $2,339,116 | +$239,034 | +11.38% | |
| Concurrent Investment Advisors, Llc | 0.02% | 125,327 | $1,849,823 | $2,060,376 | +$210,553 | +11.38% | |
| Lifetime Wealth Management P.C. | 0.72% | 85,292 | $1,258,914 | $1,402,200 | +$143,286 | +11.38% | |
| Geneos Wealth Management Inc. | 0.03% | 74,459 | $1,099,015 | $1,224,106 | +$125,091 | +11.38% | |
| Dynamic Advisor Solutions Llc | 0.03% | 70,025 | $1,033,569 | $1,151,211 | +$117,642 | +11.38% | |
| Gwn Securities Inc. | 0.18% | 63,041 | $930,496 | $1,036,394 | +$105,898 | +11.38% | |
| Ameritas Advisory Services, Llc | 0.03% | 58,132 | $858,031 | $955,690 | +$97,659 | +11.38% | |
| Magnolia Capital Advisors Llc | 0.16% | 53,934 | $796,066 | $886,675 | +$90,609 | +11.38% | |
| American Trust | 0.06% | 47,405 | $699,694 | $779,338 | +$79,644 | +11.38% | |
| Mercer Global Advisors Inc | 0.00% | 45,319 | $668,913 | $745,044 | +$76,131 | +11.38% | |
| Kane Investment Management, Inc. | 0.31% | 40,731 | $601,190 | $669,618 | +$68,428 | +11.38% | |
| Main Street Group, Ltd | 0.17% | 38,996 | $575,586 | $641,094 | +$65,508 | +11.38% | |
| Bravias Capital Group, Llc | 0.34% | 35,556 | $524,804 | $584,541 | +$59,737 | +11.38% | |
| Mutual Advisors, Llc | 0.01% | 28,155 | $415,564 | $462,868 | +$47,304 | +11.38% | |
| Ethos Financial Group, Llc | 0.03% | 24,000 | $354,240 | $394,560 | +$40,320 | +11.38% | |
| Kestra Advisory Services, Llc | 0.00% | 22,842 | $337,154 | $375,522 | +$38,368 | +11.38% | |
| Modera Wealth Management, Llc | 0.00% | 19,546 | $288,499 | $321,336 | +$32,837 | +11.38% | |
| Truist Financial Corp | 0.00% | 19,448 | $287,052 | $319,725 | +$32,673 | +11.38% | |
| Stephens Inc | 0.00% | 16,701 | $246,502 | $274,564 | +$28,062 | +11.38% | |
| Redwood Financial Network Corp | 0.15% | 15,432 | $227,777 | $253,702 | +$25,925 | +11.38% | |
| Accel Wealth Management | 0.05% | 14,268 | $210,596 | $234,566 | +$23,970 | +11.38% | |
| Midwest Trust Co | 0.00% | 14,185 | $209,371 | $233,201 | +$23,830 | +11.38% | |
| Ausdal Financial Partners, Inc. | 0.01% | 14,131 | $208,574 | $232,314 | +$23,740 | +11.38% | |
| Beacon Pointe Advisors, Llc | 0.00% | 13,456 | $198,611 | $221,217 | +$22,606 | +11.38% | |
| Avantax Planning Partners, Inc. | 0.01% | 13,169 | $194,374 | $216,498 | +$22,124 | +11.38% | |
| Nfsg Corp | 0.03% | 10,891 | $160,751 | $179,048 | +$18,297 | +11.38% | |
| Capital Wealth Management, Llc | 0.04% | 10,825 | $159,777 | $177,963 | +$18,186 | +11.38% | |
| Claro Advisors Inc. | 0.02% | 10,712 | $158,115 | $176,105 | +$17,990 | +11.38% | |
| Essex Financial Services, Inc. | 0.01% | 10,527 | $155,379 | $173,064 | +$17,685 | +11.38% | |
| Flagship Harbor Advisors, Llc | 0.01% | 10,523 | $155,319 | $172,998 | +$17,679 | +11.38% | |
| Morgan Stanley | 0.00% | 8,040 | $118,670 | $132,178 | +$13,508 | +11.38% | |
| Fmr Llc | 0.00% | 4,178 | $61,667 | $68,686 | +$7,019 | +11.38% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 3,924 | $57,918 | $64,511 | +$6,593 | +11.38% | |
| Ifp Advisors, Inc | 0.00% | 3,675 | $54,243 | $60,417 | +$6,174 | +11.38% | |
| Kohmann Bosshard Financial Services, Llc | 0.00% | 2,894 | $42,716 | $47,577 | +$4,861 | +11.38% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 1,582 | $23,350 | $26,008 | +$2,658 | +11.38% | |
| Ubs Group Ag | 0.00% | 1,582 | $23,350 | $26,008 | +$2,658 | +11.38% | |
| Weaver Capital Management Llc | 0.00% | 900 | $13,284 | $14,796 | +$1,512 | +11.38% |
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.