EA Bridgeway Omni Sm-Cp Val (BSVO) Institutional Ownership Changes & 13F Activity

EA Bridgeway Omni Sm-Cp Val (BSVO). 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 Focus Partners Wealth, Jpmorgan Chase & Co, Aqr Capital Management Llc, Goldman Sachs Group Inc, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-1,656-0.1%1,149,671$33.56MQ2 2026Sep 23, 2026
Mercer Global Advisors IncSell-26-0.3%9,297$271.39KQ2 2026Aug 19, 2026
Rb Capital Management, LlcBuy+13,218+7.3%194,169$5.67MQ2 2026Aug 18, 2026
E-Wealth Partners, LlcSell-4,928-12.6%34,103$995.44KQ2 2026Aug 17, 2026
Aqr Capital Management LlcBuy+191,692+24.0%991,507$28.94MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+125,104—125,104$3.65MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+39,940+692.1%45,711$1.33MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+7,600+4.3%185,900$5.43MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+4,896+26.7%23,238$678.31KQ2 2026Aug 14, 2026
Earned Wealth Advisors, LlcSell-4,129-4.9%79,693$2.33MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+87—87$3.00KQ2 2026Aug 14, 2026
Moneta Group Investment Advisors LlcBuy+40+0.1%75,365$2.20MQ2 2026Aug 14, 2026
Gibson Capital, LlcBuy+33,940+5.5%656,307$19.16MQ2 2026Aug 13, 2026
Umb Bank, N.A.Sell-26,697-35.1%49,293$1.44MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+14,066—14,066$410.58KQ2 2026Aug 13, 2026
Quantinno Capital Management LpBuy+12,299+11.3%121,012$3.53MQ2 2026Aug 13, 2026
Morgan StanleySell-7,903-48.3%8,463$247.03KQ2 2026Aug 13, 2026
Mariner, LlcBuy+6,545+3.9%174,052$5.08MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+589—589$17.19KQ2 2026Aug 13, 2026
Focus Partners WealthSell-413,813-1.1%36,844,044$1.08BQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+195,859—195,859$5.71MQ2 2026Aug 12, 2026
Compass Ion Advisors, LlcBuy+22,025—22,025$642.90KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+14,431—14,431$421.24KQ2 2026Aug 12, 2026
Hill Investment Group Partners, LlcSell-10,601-4.9%204,738$5.98MQ2 2026Aug 12, 2026
Newedge Advisors, LlcSell-1,267-6.7%17,601$513.77KQ2 2026Aug 12, 2026
Allworth Financial LpSell-29,047-11.5%223,574$6.53MQ2 2026Aug 11, 2026
Vise Technologies, Inc.Buy+17,601—17,601$513.77KQ2 2026Aug 11, 2026
Ieq Capital, LlcBuy+6,830+9.4%79,359$2.32MQ2 2026Aug 11, 2026
Cogent Strategic Wealth LlcSell-5,917-2.3%254,633$7.43MQ2 2026Aug 11, 2026
Tru Independence Asset Management 2, LlcSell-2,545-15.2%14,211$414.82KQ2 2026Aug 11, 2026
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Frequently asked questions about BSVO activity

  • Which institutional owners are buying BSVO?

    Institutional owners buying BSVO 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 BSVO activity?

    "Buy" means an investor increased their reported position in BSVO compared to the prior reporting period. This reflects growing exposure to EA Bridgeway Omni Sm-Cp Val (BSVO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BSVO increasing?

    Institutional interest in BSVO 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.

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