EA Bridgeway Omni Sm-Cp Val (BSVO) Top Institutional Shareholders
EA Bridgeway Omni Sm-Cp Val (BSVO) 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 $2.01B in BSVO holdings during the latest filing period.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of BSVO tracked by InsiderSet, reporting ownership valued at approximately $945.23M 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 $1.08B, representing an estimated gain of +14.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% 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
118
Total Reported Value
$2.01B
Largest Holder
Focus Partners Wealth
Largest Position
$945.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
128
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 1.05% | 37,257,857 | $945,231,846 | $1,080,101,549 | +$134,869,703 | +14.27% | |
| Focus Partners Advisor Solutions, Llc | 5.15% | 20,135,575 | $510,688,634 | $583,728,306 | +$73,039,672 | +14.30% | |
| Squire Investment Management Company, Llc | 12.04% | 1,707,209 | $43,311,887 | $49,491,818 | +$6,179,931 | +14.27% | |
| Keb Asset Management, Llc | 7.86% | 1,616,450 | $41,009,329 | $46,860,724 | +$5,851,395 | +14.27% | |
| Kaufman Rossin Wealth, Llc | 18.57% | 1,276,766 | $32,391,543 | $37,013,319 | +$4,621,776 | +14.27% | |
| Claris Advisors, Llc / Mo / | 9.28% | 1,222,832 | $31,023,240 | $35,449,777 | +$4,426,537 | +14.27% | |
| Envestnet Asset Management Inc | 0.01% | 1,151,327 | $29,209,165 | $33,376,855 | +$4,167,690 | +14.27% | |
| Peirce Capital Management, Llc | 10.41% | 972,972 | $28,400,758 | $28,206,361 | -$194,397 | -0.68% | |
| Friday Financial | 6.24% | 810,376 | $23,290,220 | $23,492,719 | +$202,499 | +0.87% | |
| Aqr Capital Management Llc | 0.01% | 799,815 | $20,291,298 | $23,186,557 | +$2,895,259 | +14.27% | |
| Brady Martz Wealth Solutions, Llc | 3.37% | 779,088 | $19,765,463 | $22,585,683 | +$2,820,220 | +14.27% | |
| Capstone Wealth Management, Llc | 12.71% | 718,412 | $18,226,105 | $20,826,692 | +$2,600,587 | +14.27% | |
| Forum Financial Management, Lp | 0.23% | 645,859 | $16,385,446 | $18,723,388 | +$2,337,942 | +14.27% | |
| Gibson Capital, Llc | 2.94% | 622,367 | $15,789,451 | $18,042,357 | +$2,252,906 | +14.27% | |
| Hbe Wealth Management, Llc | 13.68% | 618,827 | $15,699,644 | $17,939,733 | +$2,240,089 | +14.27% | |
| Vistica Wealth Advisors, Llc | 14.59% | 577,227 | $14,644,256 | $16,733,753 | +$2,089,497 | +14.27% | |
| Hmv Wealth Advisors, Llc | 6.40% | 536,902 | $13,621,204 | $15,564,735 | +$1,943,531 | +14.27% | |
| Benningfield Financial Advisors, Llc | 10.46% | 522,314 | $13,251,107 | $15,141,831 | +$1,890,724 | +14.27% | |
| Dopkins Wealth Management, Llc | 4.06% | 397,894 | $10,094,559 | $11,534,907 | +$1,440,348 | +14.27% | |
| Jdh Wealth Management, Llc | 6.42% | 375,275 | $9,520,720 | $10,879,185 | +$1,358,465 | +14.27% | |
| Lauterbach Financial Advisors, Llc | 4.14% | 334,410 | $8,483,987 | $9,694,512 | +$1,210,525 | +14.27% | |
| Aerodigm Wealth, Llc | 2.56% | 268,258 | $6,805,694 | $7,776,773 | +$971,079 | +14.27% | |
| Cogent Strategic Wealth Llc | 6.79% | 260,550 | $6,610,154 | $7,553,318 | +$943,164 | +14.27% | |
| Allworth Financial Lp | 0.03% | 252,621 | $6,408,989 | $7,323,458 | +$914,469 | +14.27% | |
| Poinciana Advisors Group, Llc | 4.91% | 245,266 | $6,222,404 | $7,110,237 | +$887,833 | +14.27% | |
| Evanson Asset Management, Llc | 0.32% | 232,232 | $5,891,726 | $6,732,382 | +$840,656 | +14.27% | |
| Northwest Wealth Management, Llc | 0.84% | 220,481 | $5,593,603 | $6,391,722 | +$798,119 | +14.27% | |
| Hill Investment Group Partners, Llc | 0.60% | 215,339 | $5,463,150 | $6,242,656 | +$779,506 | +14.27% | |
| Prism Planning Partners Llc | 5.99% | 199,698 | $5,066,338 | $5,789,225 | +$722,887 | +14.27% | |
| Cogentblue Wealth Advisors, Llc | 3.20% | 187,398 | $4,754,299 | $5,432,649 | +$678,350 | +14.27% | |
| Parkwoods Wealth Partners, Llc | 1.16% | 186,004 | $4,718,921 | $5,392,237 | +$673,316 | +14.27% | |
| Farther Finance Advisors, Llc | 0.04% | 181,807 | $4,622,225 | $5,270,567 | +$648,342 | +14.03% | |
| Rb Capital Management, Llc | 0.98% | 180,951 | $4,590,717 | $5,245,751 | +$655,034 | +14.27% | |
| Two Sigma Investments, Lp | 0.00% | 178,300 | $4,523,471 | $5,168,899 | +$645,428 | +14.27% | |
| Mariner, Llc | 0.00% | 167,507 | $4,249,641 | $4,856,011 | +$606,370 | +14.27% | |
| Jackson Thornton Wealth Management, Llc | 0.36% | 150,748 | $3,974,124 | $4,370,169 | +$396,045 | +9.97% | |
| Bayshore Asset Management, Llc | 1.48% | 146,239 | $3,710,089 | $4,239,454 | +$529,365 | +14.27% | |
| Berger Financial Group, Inc | 0.17% | 122,097 | $3,097,601 | $3,539,580 | +$441,979 | +14.27% | |
| Lpl Financial Llc | 0.00% | 111,694 | $2,833,677 | $3,237,998 | +$404,321 | +14.27% | |
| Quantinno Capital Management Lp | 0.00% | 108,713 | $2,758,049 | $3,151,579 | +$393,530 | +14.27% | |
| Oath Planning, Llc | 2.43% | 107,790 | $2,734,643 | $3,124,821 | +$390,178 | +14.27% | |
| Ifg Advisors, Llc | 0.44% | 106,742 | $2,708,053 | $3,094,440 | +$386,387 | +14.27% | |
| Cwm, Llc | 0.01% | 95,896 | $2,432,887 | $2,780,015 | +$347,128 | +14.27% | |
| Apella Capital, Llc | 0.03% | 75,972 | $2,183,423 | $2,202,421 | +$18,998 | +0.87% | |
| Earned Wealth Advisors, Llc | 0.14% | 83,822 | $2,126,573 | $2,429,991 | +$303,418 | +14.27% | |
| Curi Capital, Llc | 0.04% | 82,395 | $2,090,362 | $2,388,623 | +$298,261 | +14.27% | |
| Smartleaf Asset Management Llc | 0.07% | 81,279 | $2,026,319 | $2,356,270 | +$329,951 | +16.28% | |
| Umb Bank, N.A. | 0.03% | 75,990 | $1,927,866 | $2,202,943 | +$275,077 | +14.27% | |
| Moneta Group Investment Advisors Llc | 0.01% | 75,325 | $1,910,995 | $2,183,664 | +$272,669 | +14.27% | |
| Ieq Capital, Llc | 0.01% | 72,529 | $1,840,061 | $2,102,608 | +$262,547 | +14.27% |
Frequently asked questions about BSVO
Who owns the most BSVO stock?
The largest holders of BSVO 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 Omni Sm-Cp Val (BSVO).
Is BSVO widely held by superinvestors?
Many widely followed stocks like BSVO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSVO 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.