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Disclosery

BBLU EA SERIES TRUST

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BRIDGEWAY BLUE (fund)

69 managers (70 13F filers) reported a position in BBLU shares at 2026-03-31, 9,355,330 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
69
13F filers
70
New
9
Added
24
Reduced
19
Sold out
8
Shares held by filers
9,355,330

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cetera Investment Advisers1,496,579$22.1M0.02%+301,68313F-HRTimeline
Annex Advisory Services, LLC1,411,687$20.8M0.39%-31,70613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,080,869$16M<0.01%+73,40013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC636,722$9.4M0.01%+89,94913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.566,356$8.36M0.01%+141,40113F-HRTimelineGroup
D.A. DAVIDSON & CO.499,940$7.38M0.04%+256,15213F-HRTimeline
Oxford Wealth Group, LLC470,549$6.95M3.79%-49,85513F-HRTimeline
Cambridge Investment Research Advisors,…383,789$5.67M0.01%+22,09513F-HRTimeline
Allworth Financial LP367,900$5.43M0.02%-9,58413F-HRTimeline
LPL Financial LLC314,660$4.64M<0.01%+20,19213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA184,644$2.73M<0.01%+17,67313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC168,369$2.49M<0.01%+10,96513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC166,024$2.45M0.01%+30,24413F-HRTimeline
Advisory Services Network, LLC142,282$2.1M0.03%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…125,327$1.85M0.02%-2,48113F-HRTimelineGroup
Arete Wealth Advisors, LLC102,121$1.5M0.11%+2,45313F-HR/ATimeline
Lifetime Wealth Management P.C.85,292$1.26M0.72%+2,57013F-HRTimeline
Geneos Wealth Management Inc.74,459$1.1M0.03%-10,82513F-HRTimeline
Dynamic Advisor Solutions LLC70,025$1.03M0.03%-5,90013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC67,065$989K0.06%+91213F-HRTimeline
GWN SECURITIES INC.63,041$930K0.18%+78013F-HRTimeline
Envision Financial Transparency, LLC58,479$863K0.84%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…58,132$858K0.03%+1,51213F-HRTimelineGroup
WEDBUSH SECURITIES INC55,415$818K0.02%-6,84013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC53,934$796K0.16%-9,43813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO49,071$707K<0.01%+8,18613F-HR/ATimelineGroup
American Trust47,405$700K0.06%-12213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV45,319$669K<0.01%-81113F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.40,731$601K0.31%+3,17013F-HRTimeline
Main Street Group, LTD38,996$576K0.17%+22,20613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC36,963$546K<0.01%-1,60513F-HRTimelineGroup
Bravias Capital Group, LLC35,556$525K0.34%-5,04313F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV29,710$439K0.19%-12,49713F-HRTimeline
Janney Montgomery Scott LLC28,800$425K<0.01%-9,38813F-HRTimeline
Mutual Advisors, LLC28,155$416K0.01%+65913F-HRTimeline
Ethos Financial Group, LLC24,000$354K0.03%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,842$337K<0.01%-104,39213F-HRTimelineGroup
Modera Wealth Management, LLC19,546$288K<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,448$287K<0.01%013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…16,701$247K<0.01%+5,15113F-HRTimelineGroup
Redwood Financial Network Corp15,432$228K0.15%+1,43913F-HRTimeline
Accel Wealth Management14,268$211K0.05%-3,22213F-HRTimeline
Midwest Trust Co14,185$209K<0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.14,131$209K0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC13,456$199K<0.01%+70213F-HRTimeline
Avantax Planning Partners, Inc.13,169$194K0.01%new13F-HRTimeline
NFSG Corp10,891$161K0.03%-1,09613F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC10,825$160K0.04%new13F-HRTimeline
Claro Advisors Inc.10,712$158K0.02%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,527$155K0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC10,523$155K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,040$119K<0.01%-8,30913F-HRTimelineGroup
NewEdge Advisors, LLC4,208$62.1K<0.01%-92413F-HR/ATimeline
FMR LLCin group FMR LLC4,178$61.7K<0.01%+1,97713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,924$57.9K<0.01%013F-HRTimeline
IFP Advisors, Inc3,675$54.2K<0.01%013F-HRTimeline
UBS Group AGgroup of 2 filers holding3,164$46.7KnewTimeline
Weaver Capital Management LLC900$13.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.584$8.62K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.461$6.8K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC371$5.34K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.332$4.9K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…129$1.9K<0.01%013F-HR/ATimelineGroup
Pflug Koory, LLC128$1.89K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC100$1.48K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC72$1.06K<0.01%013F-HRTimeline
Triumph Capital Management40$590<0.01%+613F-HRTimeline
MATHER GROUP, LLC.1$15<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$11<0.01%013F-HR/ATimelineGroup