BSVO Institutional Ownership & Shareholders
EA Bridgeway Omni Sm-Cp Val (BSVO) is currently held by 138 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.35B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of BSVO tracked by InsiderSet, reporting ownership valued at approximately $1.08B 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 $1.07B, representing an estimated loss of -0.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed BSVO value among the investors covered in this analysis. Major shareholders include Focus Partners Wealth, Focus Partners Advisor Solutions, Llc, Squire Investment Management Company, Llc, and several other long-term asset managers with concentrated positions in EA Bridgeway Omni Sm-Cp Val (BSVO).
This page ranks the largest institutional BSVO 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
138
Total Reported Value
$2.35B
Largest Holder
Focus Partners Wealth
Largest Position
$1.08B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
118
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 1.10% | 36,844,044 | $1,075,466,606 | $1,067,360,901 | -$8,105,705 | -0.75% | |
| Focus Partners Advisor Solutions, Llc | 5.22% | 21,101,929 | $615,958,432 | $611,316,553 | -$4,641,879 | -0.75% | |
| Squire Investment Management Company, Llc | 12.06% | 1,716,530 | $50,104,990 | $49,727,359 | -$377,631 | -0.75% | |
| Keb Asset Management, Llc | 7.57% | 1,602,242 | $46,768,968 | $46,416,470 | -$352,498 | -0.75% | |
| Kaufman Rossin Wealth, Llc | 16.52% | 1,460,215 | $40,826,300 | $42,301,990 | +$1,475,690 | +3.61% | |
| Claris Advisors, Llc / Mo / | 9.25% | 1,213,370 | $35,417,893 | $35,150,965 | -$266,928 | -0.75% | |
| Envestnet Asset Management Inc | 0.01% | 1,149,671 | $33,558,554 | $33,305,624 | -$252,930 | -0.75% | |
| Aqr Capital Management Llc | 0.01% | 991,507 | $28,941,782 | $28,723,660 | -$218,122 | -0.75% | |
| Friday Financial | 5.40% | 966,800 | $27,290,940 | $28,007,906 | +$716,966 | +2.63% | |
| Peirce Capital Management, Llc | 9.89% | 962,849 | $26,920,389 | $27,893,447 | +$973,058 | +3.61% | |
| Brady Martz Wealth Solutions, Llc | 3.44% | 780,094 | $22,770,710 | $22,599,089 | -$171,621 | -0.75% | |
| Capstone Wealth Management, Llc | 9.20% | 710,169 | $19,855,692 | $20,573,383 | +$717,691 | +3.61% | |
| Gibson Capital, Llc | 3.37% | 710,073 | $19,853,002 | $20,570,602 | +$717,600 | +3.61% | |
| Hmv Wealth Advisors, Llc | 7.09% | 668,752 | $18,697,705 | $19,373,545 | +$675,840 | +3.61% | |
| Hbe Wealth Management, Llc | 13.02% | 620,965 | $18,125,792 | $17,989,170 | -$136,622 | -0.75% | |
| Forum Financial Management, Lp | 0.23% | 630,924 | $17,640,070 | $18,277,679 | +$637,609 | +3.61% | |
| Vistica Wealth Advisors, Llc | 15.24% | 603,279 | $17,609,541 | $17,476,812 | -$132,729 | -0.75% | |
| Benningfield Financial Advisors, Llc | 11.09% | 512,763 | $14,967,399 | $14,854,590 | -$112,809 | -0.75% | |
| Dopkins Wealth Management, Llc | 4.21% | 397,068 | $11,590,291 | $11,502,941 | -$87,350 | -0.75% | |
| Jdh Wealth Management, Llc | 5.90% | 349,284 | $9,765,658 | $10,118,653 | +$352,995 | +3.61% | |
| Lauterbach Financial Advisors, Llc | 3.93% | 329,472 | $9,211,746 | $9,544,705 | +$332,959 | +3.61% | |
| D.A. Davidson & Co. | 0.04% | 287,117 | $8,027,530 | $8,317,693 | +$290,163 | +3.61% | |
| Poinciana Advisors Group, Llc | 5.38% | 218,043 | $7,245,561 | $6,316,640 | -$928,921 | -12.82% | |
| Cogent Strategic Wealth Llc | 6.70% | 251,996 | $7,045,581 | $7,300,249 | +$254,668 | +3.61% | |
| Allworth Financial Lp | 0.03% | 223,574 | $6,526,051 | $6,476,872 | -$49,179 | -0.75% | |
| Aerodigm Wealth, Llc | 2.22% | 230,305 | $6,439,108 | $6,671,867 | +$232,759 | +3.61% | |
| Prism Planning Partners Llc | 5.86% | 220,628 | $6,168,559 | $6,391,527 | +$222,968 | +3.61% | |
| Northwest Wealth Management, Llc | 0.78% | 217,002 | $6,067,181 | $6,286,483 | +$219,302 | +3.61% | |
| Hill Investment Group Partners, Llc | 0.61% | 204,738 | $5,976,241 | $5,931,198 | -$45,043 | -0.75% | |
| Cogentblue Wealth Advisors, Llc | 5.52% | 212,535 | $5,942,300 | $6,157,075 | +$214,775 | +3.61% | |
| Evanson Asset Management, Llc | 0.32% | 232,232 | $5,891,726 | $6,727,691 | +$835,965 | +14.19% | |
| Jpmorgan Chase & Co | 0.00% | 195,859 | $5,711,251 | $5,673,976 | -$37,275 | -0.65% | |
| Rb Capital Management, Llc | 1.11% | 194,169 | $5,667,723 | $5,625,018 | -$42,705 | -0.75% | |
| Two Sigma Investments, Lp | 0.00% | 185,900 | $5,426,365 | $5,385,467 | -$40,898 | -0.75% | |
| Mariner, Llc | 0.01% | 174,052 | $5,080,524 | $5,042,234 | -$38,290 | -0.75% | |
| Parkwoods Wealth Partners, Llc | 0.80% | 171,369 | $5,002,210 | $4,964,509 | -$37,701 | -0.75% | |
| Farther Finance Advisors, Llc | 0.03% | 158,452 | $4,430,175 | $4,590,307 | +$160,132 | +3.61% | |
| Lpl Financial Llc | 0.00% | 151,029 | $4,408,491 | $4,375,265 | -$33,226 | -0.75% | |
| Jackson Thornton Wealth Management, Llc | 0.34% | 147,232 | $4,297,658 | $4,265,267 | -$32,391 | -0.75% | |
| Bayshore Asset Management, Llc | 1.50% | 143,661 | $4,193,427 | $4,161,816 | -$31,611 | -0.75% | |
| Goldman Sachs Group Inc | 0.00% | 125,104 | $3,651,748 | $3,624,225 | -$27,523 | -0.75% | |
| Berger Financial Group, Inc | 0.18% | 122,097 | $3,563,975 | $3,537,113 | -$26,862 | -0.75% | |
| Quantinno Capital Management Lp | 0.00% | 121,012 | $3,532,304 | $3,505,681 | -$26,623 | -0.75% | |
| Oath Planning, Llc | 1.95% | 107,225 | $2,997,926 | $3,106,276 | +$108,350 | +3.61% | |
| Ifg Advisors, Llc | 0.40% | 105,137 | $2,939,545 | $3,045,787 | +$106,242 | +3.61% | |
| Apollon Wealth Management, Llc | 0.03% | 89,688 | $2,507,596 | $2,598,234 | +$90,638 | +3.61% | |
| Cwm, Llc | 0.01% | 95,896 | $2,432,887 | $2,778,078 | +$345,191 | +14.19% | |
| Curi Capital, Llc | 0.04% | 82,395 | $2,405,086 | $2,386,958 | -$18,128 | -0.75% | |
| Smartleaf Asset Management Llc | 0.08% | 81,279 | $2,370,106 | $2,354,628 | -$15,478 | -0.65% | |
| Earned Wealth Advisors, Llc | 0.15% | 79,693 | $2,326,225 | $2,308,682 | -$17,543 | -0.75% |
Frequently asked questions about BSVO
Who are the largest institutional holders of BSVO?
The largest institutional holders of BSVO reported in the latest SEC Form 13F filings include Focus Partners Wealth, Focus Partners Advisor Solutions, Llc, Squire Investment Management Company, Llc, Keb Asset Management, Llc, and Kaufman Rossin Wealth, Llc. InsiderSet ranks institutional holders by their latest reported BSVO position.
What is BSVO institutional ownership?
This page tracks BSVO positions reported by institutional investment managers through SEC Form 13F. EA Bridgeway Omni Sm-Cp Val (BSVO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSVO?
InsiderSet currently tracks 138 institutional managers reporting BSVO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BSVO shareholders.
How much BSVO stock do institutions own?
Institutional investment managers disclosed approximately $2.35B in BSVO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSVO institutional ownership last updated?
The latest BSVO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BSVO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BSVO position after the reporting date.
Are institutions buying or selling BSVO?
Institutional buying and selling can be analyzed by comparing BSVO positions across consecutive 13F reporting periods. InsiderSet's BSVO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSVO ownership changes.
How has BSVO institutional ownership changed over time?
InsiderSet tracks BSVO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.