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Disclosery

BSVO EA SERIES TRUST

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BRID OMN SMA ETF (fund)

138 managers (141 13F filers) reported a position in BSVO shares at 2026-06-30, 81,258,619 shares in all. 24 filers opened a position and 3 filers sold out during the quarter.

Managers
138
13F filers
141
New
24
Added
30
Reduced
43
Sold out
3
Shares held by filers
81,258,619

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Focus Partners Wealthgroup of 2 filers holding57,945,973$1.69B+552,541Timeline
Squire Investment Management Company, L…1,716,530$50.1M12.06%+9,32113F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,602,242$46.8M7.57%-14,20813F-HRTimeline
Kaufman Rossin Wealth, LLC1,408,620$40.5M19.19%+131,85413F-HRTimeline
CLARIS ADVISORS, LLC / MO /1,213,370$35.4M9.25%-9,46213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,149,671$33.6M0.01%-1,65613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC991,507$28.9M0.01%+191,69213F-HRTimelineGroup
Peirce Capital Management, LLC972,972$28.4M10.41%-844,54513F-HRTimeline
Friday Financial810,376$23.3M6.24%+39,43113F-HRTimeline
Brady Martz Wealth Solutions, LLC780,094$22.8M3.44%+1,00613F-HRTimeline
Capstone Wealth Management, LLC711,693$20.8M9.64%-6,71913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…674,171$19.7M0.66%+26,77313F-HRTimelineGroup
Gibson Capital, LLC656,307$19.2M3.14%+33,94013F-HRTimeline
HMV Wealth Advisors, LLC646,657$18.9M7.35%+109,75513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP634,359$18.5M0.24%-11,50013F-HRTimelineGroup
HBE Wealth Management, LLC620,965$18.1M13.02%+2,13813F-HRTimeline
Vistica Wealth Advisors, LLC603,279$17.6M15.24%+26,05213F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC512,763$15M11.09%-9,55113F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC397,068$11.6M4.21%-82613F-HRTimeline
JDH Wealth Management, LLC350,048$10.2M6.22%-25,22713F-HRTimeline
Lauterbach Financial Advisors, LLC328,483$9.59M4.12%-5,92713F-HRTimeline
Aerodigm Wealth, LLC273,176$7.97M2.7%+4,91813F-HRTimeline
COGENT STRATEGIC WEALTH LLC254,633$7.43M7.09%-5,91713F-HRTimeline
Evanson Financial, LLC254,549$7.43M0.36%13F-HRTimeline
POINCIANA ADVISORS GROUP, LLC218,043$7.25M5.38%-27,22313F-HRTimeline
Allworth Financial LP223,574$6.53M0.03%-29,04713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC218,894$6.39M0.84%-1,58713F-HRTimeline
Hill Investment Group Partners, LLC204,738$5.98M0.61%-10,60113F-HRTimeline
Prism Planning Partners LLC203,141$5.93M6.28%+3,44313F-HRTimeline
CogentBlue Wealth Advisors, LLC195,926$5.72M3.28%+8,52813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO195,859$5.71M<0.01%+60,55913F-HRTimelineGroup
RB Capital Management, LLC194,169$5.67M1.11%+13,21813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP185,900$5.43M<0.01%+7,60013F-HRTimelineGroup
Farther Finance Advisors, LLC181,735$5.3M0.04%-7213F-HRTimeline
Mariner, LLCin group Mariner, LLC174,052$5.08M0.01%+6,54513F-HRTimelineGroup
Parkwoods Wealth Partners, LLC171,369$5M0.8%-14,63513F-HRTimeline
LPL Financial LLC151,029$4.41M<0.01%+39,33513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC147,232$4.3M0.34%-3,51613F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC143,661$4.19M1.5%-2,57813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC136,495$3.98M0.02%-40813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC125,104$3.65M<0.01%new13F-HRTimelineGroup
Berger Financial Group, Inc122,097$3.56M0.18%013F-HRTimeline
Quantinno Capital Management LP121,012$3.53M<0.01%+12,29913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC116,460$3.4M0.04%new13F-HRTimelineGroup
Oath Planning, LLC106,256$3.1M2.3%-1,53413F-HRTimeline
IFG Advisors, LLC105,525$3.08M0.42%-1,21713F-HRTimeline
Curi Capital, LLC82,395$2.41M0.04%013F-HRTimeline
Smartleaf Asset Management LLC81,279$2.37M0.08%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC79,693$2.33M0.15%-4,12913F-HRTimeline
IEQ CAPITAL, LLC79,359$2.32M0.01%+6,83013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC75,365$2.2M0.02%+4013F-HRTimeline
Apella Capital, LLC75,972$2.18M0.03%013F-HRTimeline
Integrity Wealth Solutions LLC71,538$2.09M0.77%013F-HRTimeline
Wedmont Private Capital60,468$1.75M0.05%013F-HRTimeline
Waterfront Wealth Inc.55,203$1.6M0.25%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…52,645$1.55M0.5%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…52,634$1.53M<0.01%013F-HRTimeline
UMB Bank, n.a.49,293$1.44M0.02%-26,69713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ballentine Partners, LLC49,265$1.44M0.02%013F-HRTimeline
Krilogy Financial LLC48,203$1.41M0.04%+4,88013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,711$1.33M<0.01%+39,94013F-HRTimelineGroup
Belleair Asset Management, LLC43,643$1.27M1.07%-88113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC42,522$1.24M0.27%-30713F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC41,776$1.22M0.83%-1,73013F-HRTimeline
Daytona Street Capital LLC37,239$1.08M0.79%013F-HRTimeline
Savant Capital, LLC35,649$1.04M<0.01%-3,15913F-HRTimeline
E-Wealth Partners, LLC34,103$995K0.72%-4,92813F-HRTimeline
Cresset Asset Management, LLC34,051$994K<0.01%013F-HRTimeline
Symmetry Partners, LLC34,011$993K0.05%-3,45213F-HRTimeline
Creative Planningin group Creative Planning32,115$937K<0.01%013F-HRTimelineGroup
Discipline Wealth Solutions, LLC30,529$891K0.08%-1,05113F-HRTimeline
CHOREO, LLC27,180$793K0.01%-1,20913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co26,773$781K0.01%013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC30,113$764K0.03%+3,28513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC23,732$693K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…23,308$680K<0.01%new13F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,238$678K<0.01%+4,89613F-HRTimelineGroup
Visionary Wealth Advisors23,118$675K0.03%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding21,944$645KnewTimeline
Compass Ion Advisors, LLC22,025$643K0.06%new13F-HRTimeline
Beaird Harris Wealth Management, LLC21,728$634K0.04%013F-HRTimeline
Madrid Financial Services19,705$575K0.3%013F-HRTimeline
NewEdge Advisors, LLC17,601$514K<0.01%-1,26713F-HRTimeline
Vise Technologies, Inc.17,601$514K0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC17,415$508K0.01%013F-HRTimeline
Clark Asset Management, LLC17,159$501K0.04%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,897$493K<0.01%013F-HRTimelineGroup
KILNER CAPITAL ADVISORS, LLC15,862$458K0.39%-54813F-HRTimeline
DBK Financial Counsel, LLC15,175$443K0.37%013F-HRTimeline
MML INVESTORS SERVICES, LLC14,819$433K<0.01%+10013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14,455$422K0.01%013F-HRTimeline
Cetera Investment Advisers14,431$421K<0.01%new13F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC14,211$415K0.22%-2,54513F-HRTimeline
HighTower Advisors, LLC14,099$412K<0.01%+16013F-HRTimeline
Sanctuary Advisors, LLC14,066$411K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,893$406K<0.01%013F-HRTimelineGroup
Intentional Wealth Strategies, LLC12,904$377K0.35%+45013F-HRTimeline
Plancorp, LLC12,544$364K0.01%013F-HRTimeline
COFG Advisors, LLC12,192$356K0.06%013F-HRTimeline
BWM Planning, LLC12,191$356K0.08%013F-HRTimeline
Arax Advisory Partners11,745$343K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,645$340K0.01%-36,88613F-HRTimeline
LJI Wealth Management, LLC11,504$336K0.05%-8,80213F-HRTimeline
Crestwood Advisors Group, LLC11,069$323K<0.01%013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding10,092$295K0Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,920$290K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.9,697$283K0.03%new13F-HRTimeline
Advisory Services Network, LLC9,486$277K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,297$271K<0.01%-2613F-HR/ATimeline
BBR PARTNERS, LLC9,045$264K0.01%013F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…9,000$263K0.21%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC8,931$261K0.03%013F-HRTimeline
SAPIENT CAPITAL LLC8,824$258K<0.01%new13F-HR/ATimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…8,802$257K0.04%new13F-HRTimeline
World Investment Advisors9,330$249K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,463$247K<0.01%-7,90313F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT8,028$234K<0.01%013F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,880$230K<0.01%+3,26013F-HRTimelineGroup
Johnson Wealth Management, LLC7,857$229K0.1%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,759$227K<0.01%-89013F-HRTimelineGroup
PDS Planning, Inc7,265$212K0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.7,195$210K0.02%013F-HRTimeline
Base Wealth Management LLC7,131$208K0.1%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC6,975$204K<0.01%new13F-HRTimeline
CENTRAL TRUST Co6,000$175K<0.01%-94713F-HRTimeline
Your Advocates Ltd., LLP4,163$122K0.03%013F-HRTimeline
FMR LLCin group FMR LLC3,535$103K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.3,016$88K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Nova Wealth Management, Inc.2,454$71.6K0.04%-49713F-HRTimeline
Sankala Group LLC1,242$37K0.02%new13F-HRTimeline
Ares Financial Consulting, LLC1,167$34.1K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,149$33.5K<0.01%new13F-HRTimelineGroup
True Wealth Design, LLC830$24.2K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…589$17.2K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC425$12.5K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA87$3K<0.01%new13F-HRTimelineGroup
Reyes Financial Architecture, Inc.95$2.77K<0.01%013F-HRTimeline
AE Wealth Management LLC18$525<0.01%013F-HRTimeline