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Disclosery

BSVO EA SERIES TRUST

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BRID OMN SMA ETF (fund)

93 managers (94 13F filers) reported a position in BSVO shares at 2024-12-31, 67,277,114 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
93
13F filers
94
New
8
Added
26
Reduced
27
Sold out
4
Shares held by filers
67,277,114

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Focus Partners Wealthgroup of 2 filers holding48,282,709$1.05B+4,030,974Timeline
KEB ASSET MANAGEMENT, LLC2,061,333$44.6M12.84%+31,08413F-HRTimeline
CLARIS ADVISORS, LLC / MO /1,741,812$37.7M14.18%+230,28513F-HRTimeline
Peirce Capital Management, LLC1,597,812$34.6M17.75%+38,14813F-HRTimeline
Hill Investment Group Partners, LLC1,386,236$30M4.02%-24,44713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,083,380$23.5M+48,819Timeline
Squire Investment Management Company, L…1,031,305$22.3M9.82%+136,09413F-HRTimeline
Kaufman Rossin Wealth, LLC1,000,224$21.7M22.29%13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP665,149$14.4M0.24%-62,61213F-HR/ATimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…577,643$12.5M0.7%+13,38813F-HRTimelineGroup
BENNINGFIELD FINANCIAL ADVISORS, LLC568,274$12.3M12.04%13F-HRTimeline
Capstone Wealth Management, LLC553,964$12M11.72%13F-HRTimeline
Gibson Capital, LLC537,860$11.6M2.38%-8,63913F-HRTimeline
Allworth Financial LP464,665$10.3M0.06%new13F-HRTimeline
Friday Financial364,986$7.9M5.44%13F-HRTimeline
Lauterbach Financial Advisors, LLC345,890$7.49M4.54%-2,20413F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC331,426$7.18M3.65%+168,73013F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC319,404$7.04M5.43%+6,62613F-HRTimeline
JDH Wealth Management, LLC304,082$6.58M5.77%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC224,049$4.85M0.01%+68,72013F-HRTimelineGroup
HMV Wealth Advisors, LLC207,049$4.48M4.49%13F-HRTimeline
POINCIANA ADVISORS GROUP, LLC194,414$4.21M4.27%13F-HRTimeline
Evanson Asset Management, LLC186,370$4.03M0.28%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP172,200$3.73M0.01%+117,90013F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC159,405$3.45M0.83%13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC156,504$3.39M0.43%-83613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC155,874$3.37M0.72%+22,42013F-HRTimeline
RB Capital Management, LLC133,622$2.89M0.68%+1,39213F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC129,283$2.8M1.29%-23213F-HRTimeline
Aerodigm Wealth, LLC127,403$2.76M1.65%-1,50913F-HRTimeline
Berger Financial Group, Inc126,011$2.73M0.19%new13F-HRTimeline
CWM, LLCin group CWM, LLC118,730$2.57M0.01%-191,93413F-HRTimelineGroup
IFG Advisors, LLC118,203$2.56M0.51%+2,65913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC113,633$2.46M0.03%+49,35513F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC108,198$2.34M0.03%013F-HRTimeline
CogentBlue Wealth Advisors, LLC102,425$2.22M1.95%13F-HRTimeline
LPL Financial LLC97,389$2.11M<0.01%+80,08913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…96,887$2.1M<0.01%+81,89213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO96,544$2.09M<0.01%013F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC93,731$2.03M0.65%+8,05213F-HRTimeline
PBMares Wealth Management LLC75,896$1.64M0.34%+8113F-HRTimeline
Integrity Wealth Solutions LLC70,352$1.52M0.85%+2,13013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…56,934$1.26M0.46%013F-HRTimeline
Waterfront Wealth Inc.55,203$1.2M0.29%013F-HRTimeline
Marcum Wealth, LLC51,742$1.12M0.1%+32313F-HRTimeline
Ballentine Partners, LLC49,265$1.07M0.02%-1,27213F-HRTimeline
Symmetry Partners, LLC44,918$972K0.14%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC43,608$944K0.01%013F-HRTimelineGroup
Krilogy Financial LLC43,206$935K0.06%-56213F-HRTimeline
Beaird Harris Wealth Management, LLC40,599$879K0.08%013F-HRTimeline
Mariner, LLCin group Mariner, LLC37,440$811K<0.01%-64013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co36,179$783K0.01%-2,57213F-HRTimelineGroup
HighTower Advisors, LLC32,940$713K<0.01%+4,13913F-HRTimeline
Creative Planningin group Creative Planning32,420$702K<0.01%+2313F-HRTimelineGroup
Madrid Financial Services29,113$630K0.5%13F-HRTimeline
LJI Wealth Management, LLC28,958$627K0.12%-4713F-HRTimeline
SAX WEALTH ADVISORS, LLC26,687$578K0.05%-1,79613F-HRTimeline
Clear Creek Financial Management, LLC25,314$548K0.06%-12213F-HRTimeline
Visionary Wealth Advisors24,770$536K0.03%-2,03113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.21,595$468K0.01%-3,32513F-HRTimelineGroup
Cetera Investment Advisers20,737$449K<0.01%013F-HRTimeline
NewEdge Advisors, LLC18,868$408K<0.01%-3,06113F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC18,549$402K0.33%-9513F-HRTimeline
Cassaday & Co Wealth Management LLC17,415$377K0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,897$366K<0.01%013F-HRTimelineGroup
DBK Financial Counsel, LLC15,175$329K0.33%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14,455$313K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,015$303K<0.01%-7,39413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY13,539$293K<0.01%-2213F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC13,335$289K<0.01%+21313F-HRTimeline
Plancorp, LLC12,785$277K0.01%013F-HRTimeline
Andina Capital Management, LLC12,660$274K0.22%013F-HRTimeline
Private Advisor Group, LLC12,495$271K<0.01%013F-HRTimeline
BWM Planning, LLC12,191$264K0.11%013F-HRTimeline
Crestwood Advisors Group, LLC11,069$240K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,778$233K<0.01%new13F-HRTimelineGroup
Apella Capital, LLC10,116$219K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,660$209K<0.01%-15,25513F-HRTimeline
AE Wealth Management LLC9,361$203K<0.01%-21313F-HRTimeline
Advisory Services Network, LLC9,348$202K<0.01%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC8,723$189K0.12%13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.7,195$156K0.02%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,039$109K<0.01%new13F-HRTimelineGroup
Nova Wealth Management, Inc.4,098$88.7K0.08%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,955$86K<0.01%-10,18513F-HRTimelineGroup
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC3,470$75.1K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,004$43.4K<0.01%-10713F-HR/ATimelineGroup
FMR LLCin group FMR LLC1,879$40.7K<0.01%+113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,378$29.8K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co1,269$27.5K<0.01%-6813F-HRTimeline
Roxbury Financial LLC677$16K0.02%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…593$13.1K<0.01%-8,62613F-HRTimeline
Abound Wealth Management169$3.66K<0.01%013F-HRTimeline