EA Bridgeway Omni Small-Cap Value
BSVO • NASDAQ
EA Bridgeway Omni Small-Cap Value is an exchange-traded fund on NASDAQ. As of Q3 2025, 102 institutional investors hold shares in this ETF, with total holdings valued at $1.6B. Colony Group, LLC is the largest holder with a position valued at $780.4M.
Overview
Overview of institutional ownership in BSVO as of Q3 2025
All Institutions
- Institutions
- 102
- Value Held
- $1.6B
- Shares Held
- 69.6M
- Avg Position
- $15.4M
- Median Position
- $1.0M
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $13.6M
- Shares Held
- 600.4K
- Avg Position
- $6.8M
- Median Position
- $6.8M
Biggest Investors
Institutions with the largest positions in BSVO as of Q3 2025
| Institution | Position Value |
|---|---|
C Colony Group, LLC Institution | $780.4M 1.28% of portfolio |
 Buckingham Strategic Partners RIA/Wealth | $348.3M 3.95% of portfolio |
 Peirce Capital Management, LLC RIA/Wealth | $41.5M 17.25% of portfolio |
K KEB ASSET MANAGEMENT, LLC Institution | $36.9M 8.28% of portfolio |
 Squire Investment Management Company, LLC Private Equity | $33.2M 10.82% of portfolio |
 Kaufman Rossin Wealth, LLC RIA/Wealth | $28.3M 15.50% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $25.4M 0.01% of portfolio |
 CLARIS ADVISORS, LLC / MO / RIA/Wealth | $24.2M 8.41% of portfolio |
 Capstone Wealth Management, LLC RIA/Wealth | $15.9M 12.27% of portfolio |
B Brady Martz Wealth Solutions, LLC RIA/Wealth | $15.4M 2.80% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BSVO in Q3 2025
- Traded
- +$47.2M
- Buyers
- 40
- Sellers
- 33
- Total Bought
- +$102.0M
- Total Sold
- −$54.8M
- Avg Position
- $14.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
C Colony Group, LLC Institution | +$72.3M +3.2M shares |
 BAKER TILLY FINANCIAL, LLC RIA/Wealth | +$3.3M +147.0K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$3.2M +141.0K shares |
 Catalytic Wealth RIA, LLC RIA/Wealth | +$2.1M +90.6K shares |
Kaufman Rossin Wealth, LLC RIA/Wealth | +$1.8M +81.3K shares |
 HMV Wealth Advisors, LLC RIA/Wealth | +$1.8M +78.0K shares |
 Parkwoods Wealth Partners, LLC RIA/Wealth | +$1.7M +76.3K shares |
 Friday Financial RIA/Wealth | +$1.7M +73.6K shares |
Squire Investment Management Company, LLC Private Equity | +$1.7M +73.2K shares |
 PFG Private Wealth Management, LLC RIA/Wealth | +$1.6M +70.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Buckingham Strategic Partners RIA/Wealth | −$51.1M −2.3M shares |
D DOPKINS WEALTH MANAGEMENT, LLC RIA/Wealth | −$517.1K −22.8K shares |
K KEB ASSET MANAGEMENT, LLC Institution | −$468.3K −20.7K shares |
 LJI Wealth Management, LLC RIA/Wealth | −$401.4K −17.7K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$276.2K −12.2K shares |
 Hanson McClain, Inc. RIA/Wealth | −$271.1K −12.0K shares |
 COLDSTREAM CAPITAL MANAGEMENT INC RIA/Wealth | −$253.8K −12.5K shares |
 Forum Financial Management, LP RIA/Wealth | −$212.5K −9.4K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$212.0K −10.4K shares |
 JPMORGAN CHASE & CO Institution | −$134.3K −5.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BSVO in Q3 2025
- New Positions
- 8
- New Value
- $9.0M
- Exited Positions
- 5
- Exited Value
- $553.3K
New Positions
| Institution | Position Value |
|---|---|
BAKER TILLY FINANCIAL, LLC RIA/Wealth | $3.3M 147.0K shares |
Catalytic Wealth RIA, LLC RIA/Wealth | $2.1M 90.6K shares |
PFG Private Wealth Management, LLC RIA/Wealth | $1.6M 70.8K shares |
 Cresset Asset Management, LLC RIA/Wealth | $855.4K 37.8K shares |
 Discipline Wealth Solutions, LLC RIA/Wealth | $735.1K 32.5K shares |
 BBR PARTNERS, LLC Family Office | $204.9K 9.0K shares |
 KAVAR CAPITAL PARTNERS GROUP, LLC RIA/Wealth | $202.3K 8.9K shares |
 Cloud Capital Management, LLC RIA/Wealth | $1.0K 51.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
COLDSTREAM CAPITAL MANAGEMENT INC RIA/Wealth | $253.8K 12.5K shares |
Kestra Advisory Services, LLC RIA/Wealth | $212.0K 10.4K shares |
S Skopos Labs, Inc. RIA/Wealth | $61.5K 3.0K shares |
 NorthRock Partners, LLC RIA/Wealth | $23.8K 1.2K shares |
C CENTRAL TRUST & INVESTMENT CO Institution | $2.3K 112.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in BSVO as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BSVO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Peirce Capital Management, LLC RIA/Wealth | 17.25% $41.5M |
Kaufman Rossin Wealth, LLC RIA/Wealth | 15.50% $28.3M |
Capstone Wealth Management, LLC RIA/Wealth | 12.27% $15.9M |
Squire Investment Management Company, LLC Private Equity | 10.82% $33.2M |
 BENNINGFIELD FINANCIAL ADVISORS, LLC RIA/Wealth | 9.94% $12.6M |
CLARIS ADVISORS, LLC / MO / RIA/Wealth | 8.41% $24.2M |
K KEB ASSET MANAGEMENT, LLC Institution | 8.28% $36.9M |
J JDH Wealth Management, LLC RIA/Wealth | 6.06% $8.5M |
HMV Wealth Advisors, LLC RIA/Wealth | 5.56% $10.1M |
Friday Financial RIA/Wealth | 5.44% $13.0M |
Hedge Fund Spotlight
Discover hedge funds investing in BSVO
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
Position in EA Bridgeway Omni Small-Cap Value
- Market Value
- $12.3M
- Shares Held
- 544.1K
- Portfolio Weight
- 0.01%
- Owned Since
- 2023-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
