Skip to content
Disclosery

BSVO EA SERIES TRUST

Follow

BRID OMN SMA ETF (fund)

95 managers (96 13F filers) reported a position in BSVO shares at 2025-03-31, 66,790,505 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
95
13F filers
96
New
7
Added
28
Reduced
29
Sold out
5
Shares held by filers
66,790,505

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Focus Partners Wealthgroup of 2 filers holding48,499,261$943M+216,552Timeline
KEB ASSET MANAGEMENT, LLC1,859,271$36.1M10.28%-202,06213F-HRTimeline
CLARIS ADVISORS, LLC / MO /1,752,427$34.1M12.69%+10,61513F-HRTimeline
Peirce Capital Management, LLC1,702,843$33.1M16.38%+105,03113F-HRTimeline
Squire Investment Management Company, L…1,131,897$22M9.17%+100,59213F-HRTimeline
Kaufman Rossin Wealth, LLC999,705$19.4M13.89%-51913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC978,724$19M0.01%-104,65613F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP670,047$13M0.22%+4,89813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…599,119$11.6M0.64%+21,47613F-HRTimelineGroup
Gibson Capital, LLC574,327$11.2M2.35%+36,46713F-HR/ATimeline
Capstone Wealth Management, LLC567,968$11M11%+14,00413F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC555,145$10.8M10.37%-13,12913F-HRTimeline
Allworth Financial LP548,330$10.1M0.06%+83,66513F-HRTimeline
Friday Financial439,923$8.68M5.19%+74,93713F-HRTimeline
HMV Wealth Advisors, LLC416,602$8.1M6.42%+209,55313F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC347,658$6.76M3.44%+16,23213F-HRTimeline
Lauterbach Financial Advisors, LLC347,255$6.75M4.21%+1,36513F-HRTimeline
Brady Martz Wealth Solutions, LLC324,035$6.3M1.43%+164,63013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC307,581$5.98M0.01%+83,53213F-HRTimelineGroup
JDH Wealth Management, LLC298,660$5.81M4.98%-5,42213F-HRTimeline
Hill Investment Group Partners, LLC243,207$4.73M0.65%-1,143,02913F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC197,568$3.84M3.52%-121,83613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP193,400$3.76M0.01%+21,20013F-HRTimelineGroup
POINCIANA ADVISORS GROUP, LLC193,014$3.75M3.89%-1,40013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC187,268$3.64M0.72%+31,39413F-HRTimeline
Evanson Asset Management, LLC186,370$3.62M0.26%013F-HRTimeline
RB Capital Management, LLC145,470$2.83M0.69%+11,84813F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC156,690$2.78M0.37%+18613F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC136,328$2.65M1.32%+7,04513F-HRTimeline
Aerodigm Wealth, LLC131,228$2.55M1.42%+3,82513F-HRTimeline
Berger Financial Group, Inc126,011$2.45M0.17%013F-HRTimeline
IFG Advisors, LLC118,203$2.3M0.44%013F-HRTimeline
Parkwoods Wealth Partners, LLC116,898$2.27M1.53%new13F-HRTimeline
CWM, LLCin group CWM, LLC115,642$2.25M0.01%-3,08813F-HRTimelineGroup
CogentBlue Wealth Advisors, LLC112,968$2.2M1.93%+10,54313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC106,597$2.07M0.03%-1,60113F-HRTimeline
LPL Financial LLC101,341$1.97M<0.01%+3,95213F-HRTimeline
EARNED WEALTH ADVISORS, LLC96,668$1.88M0.41%+2,93713F-HRTimeline
PBMares Wealth Management LLC75,896$1.48M0.3%013F-HRTimeline
Integrity Wealth Solutions LLC70,091$1.36M0.74%-26113F-HRTimeline
Waterfront Wealth Inc.55,203$1.07M0.26%013F-HRTimeline
Marcum Wealth, LLC51,742$1.01M0.09%013F-HRTimeline
Ballentine Partners, LLC49,265$958K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,899$931K<0.01%-48,98813F-HRTimelineGroup
Carlton Hofferkamp & Jenks Wealth Manag…52,645$920K0.38%-4,28913F-HRTimeline
Symmetry Partners, LLC44,918$873K0.12%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC43,608$848K0.01%013F-HR/ATimelineGroup
Krilogy Financial LLC43,206$840K0.05%013F-HRTimeline
Beaird Harris Wealth Management, LLC40,599$789K0.07%013F-HRTimeline
Mariner, LLCin group Mariner, LLC37,440$728K<0.01%013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co32,841$638K0.01%-3,33813F-HRTimelineGroup
Creative Planningin group Creative Planning32,420$630K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC31,447$611K<0.01%-1,49313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,647$557K<0.01%-67,89713F-HRTimelineGroup
LJI Wealth Management, LLC28,604$556K0.11%-35413F-HRTimeline
SAX WEALTH ADVISORS, LLC26,687$519K0.04%013F-HRTimeline
Madrid Financial Services25,000$486K0.35%-4,11313F-HRTimeline
Visionary Wealth Advisors24,770$482K0.03%013F-HRTimeline
Cetera Investment Advisers24,165$470K<0.01%+3,42813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,853$425K<0.01%+12,19313F-HRTimeline
NewEdge Advisors, LLC20,568$400K<0.01%+1,70013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.18,865$367K0.01%-2,73013F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC18,549$361K0.27%013F-HRTimeline
Cassaday & Co Wealth Management LLC17,415$339K0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,897$328K<0.01%013F-HRTimelineGroup
DBK Financial Counsel, LLC15,175$295K0.3%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14,455$281K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY13,513$263K<0.01%-2613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,484$262K<0.01%+8,44513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC13,316$259K<0.01%-1913F-HRTimeline
Plancorp, LLC12,785$249K0.01%013F-HRTimeline
Andina Capital Management, LLC12,660$246K0.18%013F-HRTimeline
Private Advisor Group, LLC12,495$243K<0.01%013F-HRTimeline
BWM Planning, LLC12,191$237K0.1%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,529$224K0.01%new13F-HR/ATimelineGroup
Cardinal Point Capital Management ULC11,397$222K0.02%new13F-HRTimeline
Crestwood Advisors Group, LLC11,069$215K<0.01%013F-HRTimeline
Apella Capital, LLC10,116$184K0.01%013F-HRTimeline
AE Wealth Management LLC9,361$182K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC7,375$143K0.09%-1,34813F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.7,195$140K0.02%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,226$121K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,145$119K<0.01%-7,87013F-HRTimelineGroup
Salomon & Ludwin, LLC5,603$109K0.01%new13F-HRTimeline
Your Advocates Ltd., LLP4,163$80.9K0.03%new13F-HRTimeline
Nova Wealth Management, Inc.3,986$77.5K0.07%-11213F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,004$39K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,878$36.5K<0.01%-113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,809$35.2K<0.01%-8,96913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,378$26.8K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co1,269$24.7K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC532$9.61K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA338$7K<0.01%-3,61713F-HR/ATimelineGroup
Abound Wealth Management169$3.29K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-59313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.