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EA Bridgeway Omni Small-Cap Value ETF (BSVO) Institutional Ownership

EA Bridgeway Omni Small-Cap Value ETF logo
$27.92 +0.50 (+1.82%)
As of 03:36 PM Eastern
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Institutional Ownership Changes (13F Filings) for EA Bridgeway Omni Small-Cap Value ETF (NASDAQ:BSVO)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$2.05M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$292.16K
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BSVO Institutional Buying and Selling by Quarter

EA Bridgeway Omni Small-Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2026 Gibson Capital LLC622,367$15.79M2.9%+0.2%0.769%
2/6/2026EverSource Wealth Advisors LLC622,811$14.51M0.5%+0.9%0.782%
2/5/2026 Gibson Capital LLC621,416$14.48M2.7%+0.5%0.780%
1/30/2026 Ares Financial Consulting LLC1,167$27K0.0%N/A0.001%
1/1/2026JPMorgan Chase & Co.22,214$503K0.0%-21.1%0.029%
11/10/2025EverSource Wealth Advisors LLC617,070$13.98M0.6%+1.3%0.811%
11/7/2025JPMorgan Chase & Co.22,214$503K0.0%-21.1%0.029%
10/24/2025 Gibson Capital LLC618,164$14.00M2.6%+0.8%0.812%
8/13/2025EverSource Wealth Advisors LLC609,278$12.42M0.6%+1.7%0.834%
8/12/2025JPMorgan Chase & Co.28,142$574K0.0%-1.8%0.039%
7/25/2025 Gibson Capital LLC613,134$12.50M2.5%+6.8%0.843%
7/7/2025 Nova Wealth Management Inc.3,338$68K0.0%-16.3%0.005%
5/13/2025EverSource Wealth Advisors LLC599,119$11.65M0.6%+3.7%0.865%
5/7/2025Your Advocates Ltd. LLP4,163$81K0.0%N/A0.006%
4/28/2025Salomon & Ludwin LLC5,603$109K0.0%N/A0.008%
4/15/2025Gibson Capital LLC574,327$11.17M2.3%+6.8%0.819%
2/12/2025Gibson Capital LLC537,860$11.65M2.4%-1.6%0.763%
2/10/2025EverSource Wealth Advisors LLC577,643$12.51M0.8%+2.4%0.819%
11/8/2024EverSource Wealth Advisors LLC564,255$12.46M0.8%+0.3%0.849%
10/10/2024Gibson Capital LLC546,499$12.07M2.5%+1.8%0.831%
8/14/2024EverSource Wealth Advisors LLC562,822$11.47M0.7%-1.3%0.885%
7/15/2024Gibson Capital LLC537,020$10.94M2.4%-1.4%0.852%
6/11/2024EverSource Wealth Advisors LLC569,963$11.37M0.9%+2.7%0.964%
4/17/2024Gibson Capital LLC544,432$11.58M2.5%-1.5%0.935%
2/15/2024Bartlett & CO. Wealth Management LLC14,455$308K0.0%N/A0.027%
2/14/2024Gibson Capital LLC552,506$11.61M2.7%+2.6%1.018%
2/9/2024EverSource Wealth Advisors LLC555,172$11.67M1.1%+1.6%1.022%
1/19/2024AdvisorNet Financial Inc13,587$286K0.0%+485.6%0.025%
1/8/2024Bartlett & Co. LLC14,455$309K0.0%N/A0.027%
11/15/2023Crestwood Advisors Group LLC11,069$202K0.0%N/A0.022%
11/4/2023EverSource Wealth Advisors LLC546,405$9.99M1.1%+1.7%1.106%
10/27/2023Gibson Capital LLC538,602$9.84M2.7%+0.6%1.108%
10/12/2023AdvisorNet Financial Inc2,320$42K0.0%N/A0.005%
8/4/2023EverSource Wealth Advisors LLC537,397$9.58M1.1%+8.8%1.213%
8/2/2023Lauterbach Financial Advisors LLC320,018$5.71M4.4%-0.6%0.722%
7/17/2023Gibson Capital LLC535,426$9.55M2.5%+0.7%1.211%
5/11/2023EverSource Wealth Advisors LLC494,046$8.66M1.1%N/A1.099%
4/25/2023Parallel Advisors LLC4,513$79K0.0%N/A0.010%


BSVO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSVO shares?

During the previous two years, the following institutional investors and hedge funds held shares of EA Bridgeway Omni Small-Cap Value ETF shares: Gibson Capital LLC ($15.79M), EverSource Wealth Advisors LLC ($14.51M), JPMorgan Chase & Co. ($503K), Salomon & Ludwin LLC ($109K), Your Advocates Ltd. LLP ($81K), and Nova Wealth Management Inc. ($68K), and Ares Financial Consulting LLC ($27K).Learn more on EA Bridgeway Omni Small-Cap Value ETF's institutional investors.

Which institutional investors have been buying EA Bridgeway Omni Small-Cap Value ETF's stock?

The following institutional investors have purchased EA Bridgeway Omni Small-Cap Value ETF's stock in the last 24 months: Gibson Capital LLC ($93.99K), EverSource Wealth Advisors LLC ($74.78K), Salomon & Ludwin LLC ($5.60K), Your Advocates Ltd. LLP ($4.16K), and Ares Financial Consulting LLC ($1.17K).

How much institutional buying is happening at EA Bridgeway Omni Small-Cap Value ETF?

Institutional investors have bought a total of 98,538 shares in the last 24 months. This purchase volume represents approximately $2.05M in transactions.

Which of EA Bridgeway Omni Small-Cap Value ETF's major shareholders have been selling company stock?

The following institutional investors have sold EA Bridgeway Omni Small-Cap Value ETF stock in the last 24 months: JPMorgan Chase & Co. ($12.36K), and Nova Wealth Management Inc. ($648.00).

How much institutional selling is happening at EA Bridgeway Omni Small-Cap Value ETF?

Institutional investors have sold a total of 13,009 shares in the last 24 months. This volume of shares sold represents approximately $292.16K in transactions.


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This page (NASDAQ:BSVO) was last updated on 5/5/2026 by MarketBeat.com Staff.
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