EA BRIDGEWAY BLUE CHIP ETF (BBLU) Institutional Ownership Changes & 13F Activity
EA BRIDGEWAY BLUE CHIP ETF (BBLU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cetera Investment Advisers, Ameritas Advisory Services, Llc, Arete Wealth Advisors, Llc, Lpl Financial Llc, and Oxford Wealth Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +24,843 | +14.8% | 193,212 | $3.19M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +10,635 | — | 10,635 | $175.48K | Q2 2026 | Sep 09, 2026 |
| Lifetime Wealth Management P.C. | Sell | -38,893 | -45.6% | 46,399 | $765.58K | Q2 2026 | Aug 17, 2026 |
| Ameritas Advisory Services, Llc | Buy | +163,536 | +281.3% | 221,668 | $3.66M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +65,685 | +11.6% | 632,041 | $10.43M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -18,637 | -10.1% | 166,007 | $2.74M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +7,225 | +0.7% | 1,088,094 | $17.95M | Q2 2026 | Aug 14, 2026 |
| Nfsg Corp | Buy | +2,409 | +22.1% | 13,300 | $219.45K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,375 | +137500.0% | 1,376 | $22.70K | Q2 2026 | Aug 14, 2026 |
| American Trust | Sell | -1,067 | -2.3% | 46,338 | $764.58K | Q2 2026 | Aug 14, 2026 |
| Kane Investment Management, Inc. | Buy | +927 | +2.3% | 41,658 | $687.36K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +127 | — | 127 | $2.06K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Sell | -99 | -0.4% | 28,056 | $462.92K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +23 | — | 23 | $384.00 | Q2 2026 | Aug 14, 2026 |
| Arete Wealth Advisors, Llc | Buy | +107,637 | — | 107,637 | $1.78M | Q2 2026 | Aug 13, 2026 |
| Oxford Wealth Group, Llc | Buy | +71,848 | +15.3% | 542,397 | $8.95M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +2,452 | +58.7% | 6,630 | $109.40K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1,001 | +12.5% | 9,041 | $149.18K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +325,139 | +21.7% | 1,821,718 | $30.06M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +55,490 | — | 55,490 | $913.27K | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +9,220 | +6.5% | 151,502 | $2.50M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +4,208 | — | 4,208 | $69.43K | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Sell | -28,201 | -7.7% | 339,699 | $5.61M | Q2 2026 | Aug 11, 2026 |
| Thoroughbred Financial Services, Llc | Buy | +3,349 | +5.0% | 70,414 | $1.16M | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +72,627 | +23.1% | 387,287 | $6.39M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +43,592 | +26.3% | 209,616 | $3.46M | Q2 2026 | Aug 07, 2026 |
| Redwood Financial Network Corp | Sell | -201 | -1.3% | 15,231 | $251.31K | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | Sell | -3,572 | -4.8% | 70,887 | $1.17M | Q2 2026 | Aug 06, 2026 |
| Gwn Securities Inc. | Sell | -6,103 | -9.7% | 56,938 | $939.47K | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott Llc | Sell | -2,416 | -8.4% | 26,384 | $435.00K | Q2 2026 | Aug 05, 2026 |
Frequently asked questions about BBLU activity
Which institutional owners are buying BBLU?
Institutional owners buying BBLU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BBLU activity?
"Buy" means an investor increased their reported position in BBLU compared to the prior reporting period. This reflects growing exposure to EA BRIDGEWAY BLUE CHIP ETF (BBLU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BBLU increasing?
Institutional interest in BBLU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.