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Disclosery

BSVO EA SERIES TRUST

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BRID OMN SMA ETF (fund)

96 managers (97 13F filers) reported a position in BSVO shares at 2025-06-30, 67,742,454 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
96
13F filers
97
New
9
Added
30
Reduced
28
Sold out
7
Shares held by filers
67,742,454

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 holding48,893,700$996M+394,439Timeline
Peirce Capital Management, LLC1,767,598$36M15.97%+64,75513F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,650,498$33.6M8.38%-208,77313F-HRTimeline
Squire Investment Management Company, L…1,393,301$28.4M10.46%+261,40413F-HRTimeline
CLARIS ADVISORS, LLC / MO /1,186,351$24.2M8.41%-566,07613F-HRTimeline
Kaufman Rossin Wealth, LLC1,168,433$23.8M15.07%+168,72813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,120,702$22.8M0.01%+141,97813F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP668,104$13.6M0.21%-1,94313F-HRTimelineGroup
Capstone Wealth Management, LLC663,448$13.5M11.85%+95,48013F-HRTimeline
Brady Martz Wealth Solutions, LLC645,963$13.2M2.55%+321,92813F-HRTimeline
Gibson Capital, LLC613,134$12.5M2.47%+38,80713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…609,278$12.4M0.56%+10,15913F-HRTimelineGroup
BENNINGFIELD FINANCIAL ADVISORS, LLC549,880$11.2M9.67%-5,26513F-HRTimeline
Friday Financial499,611$10.2M5.18%+59,68813F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC428,364$8.73M3.92%+80,70613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC403,043$8.21M0.01%+95,46213F-HRTimelineGroup
HMV Wealth Advisors, LLC368,364$7.51M4.92%-48,23813F-HRTimeline
JDH Wealth Management, LLC354,933$7.23M5.54%+56,27313F-HRTimeline
Lauterbach Financial Advisors, LLC340,954$6.95M3.82%-6,30113F-HRTimeline
Allworth Financial LP279,412$5.69M0.03%-268,91813F-HRTimeline
POINCIANA ADVISORS GROUP, LLC259,749$5.29M4.77%+66,73513F-HRTimeline
Hill Investment Group Partners, LLC221,523$4.51M0.59%-21,68413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC218,979$4.46M0.81%+31,71113F-HRTimeline
Evanson Asset Management, LLC218,568$4.45M0.28%+32,19813F-HRTimeline
Aerodigm Wealth, LLC214,091$4.36M2.09%+82,86313F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC163,582$3.33M3.1%-33,98613F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC155,149$3.32M0.38%-1,54113F-HRTimeline
RB Capital Management, LLC161,888$3.3M0.75%+16,41813F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC141,026$2.87M1.31%+4,69813F-HRTimeline
CogentBlue Wealth Advisors, LLC137,541$2.8M2.15%+24,57313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC137,043$2.79M0.03%new13F-HRTimelineGroup
Berger Financial Group, Inc126,011$2.57M0.17%013F-HRTimeline
IFG Advisors, LLC118,203$2.41M0.4%013F-HRTimeline
Parkwoods Wealth Partners, LLC118,160$2.41M1.39%+1,26213F-HRTimeline
CWM, LLCin group CWM, LLC103,858$2.12M0.01%-11,78413F-HRTimelineGroup
LPL Financial LLC103,177$2.1M<0.01%+1,83613F-HRTimeline
EARNED WEALTH ADVISORS, LLC103,069$2.1M0.41%+6,40113F-HRTimeline
Curi Capital, LLC92,206$1.88M0.04%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC83,024$1.69M0.02%-23,57313F-HRTimeline
PBMares Wealth Management LLC75,896$1.55M0.28%013F-HRTimeline
IEQ CAPITAL, LLC72,529$1.48M0.01%new13F-HRTimeline
Integrity Wealth Solutions LLC70,824$1.44M0.7%+73313F-HRTimeline
Waterfront Wealth Inc.55,203$1.13M0.25%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…51,758$1.11M<0.01%new13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…52,645$1.1M0.4%013F-HRTimeline
Ballentine Partners, LLC49,265$1M0.02%013F-HRTimeline
Symmetry Partners, LLC44,918$915K0.11%013F-HRTimeline
Krilogy Financial LLC43,206$881K0.05%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC41,267$841K0.01%-2,34113F-HR/ATimelineGroup
Beaird Harris Wealth Management, LLC40,599$827K0.06%013F-HRTimeline
Mariner, LLCin group Mariner, LLC37,440$763K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning32,420$661K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,847$588K<0.01%+28,50913F-HR/ATimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co28,233$575K0.01%-4,60813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,142$574K<0.01%-50513F-HRTimelineGroup
LJI Wealth Management, LLC27,461$560K0.1%-1,14313F-HRTimeline
SAX WEALTH ADVISORS, LLC26,687$544K0.03%013F-HRTimeline
Visionary Wealth Advisors24,268$495K0.03%-50213F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC23,586$481K0.31%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,853$445K<0.01%013F-HRTimeline
Cetera Investment Advisers20,737$423K<0.01%-3,42813F-HRTimeline
NewEdge Advisors, LLC20,568$419K<0.01%013F-HRTimeline
Madrid Financial Services20,000$408K0.28%-5,00013F-HRTimeline
HighTower Advisors, LLC19,507$398K<0.01%-11,94013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC18,549$378K0.26%013F-HRTimeline
Cassaday & Co Wealth Management LLC17,415$355K0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,897$344K<0.01%013F-HRTimelineGroup
DBK Financial Counsel, LLC15,175$309K0.28%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,163$309K<0.01%-3,70213F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC14,455$295K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC14,356$293K<0.01%+1,04013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY13,513$275K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,906$263K<0.01%new13F-HRTimelineGroup
Andina Capital Management, LLC12,660$258K0.18%013F-HRTimeline
Plancorp, LLC12,544$256K0.01%-24113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC12,452$254K<0.01%+6,22613F-HRTimeline
BWM Planning, LLC12,191$248K0.09%013F-HRTimeline
Private Advisor Group, LLC11,853$242K<0.01%-64213F-HRTimeline
Crestwood Advisors Group, LLC11,069$226K<0.01%013F-HRTimeline
Apella Capital, LLC10,116$214K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,402$212K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,920$202K<0.01%+8,11113F-HRTimelineGroup
AE Wealth Management LLC9,361$191K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,589$175K<0.01%-4,89513F-HRTimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC7,375$150K0.09%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.7,195$147K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,896$120K<0.01%+3,89213F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,620$94.2K<0.01%-1,52513F-HRTimelineGroup
Your Advocates Ltd., LLP4,163$84.8K0.03%013F-HRTimeline
Nova Wealth Management, Inc.3,338$68K0.05%-64813F-HRTimeline
Brooklyn Investment Group3,016$61.5K0.01%new13F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.3,016$61K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UBS Group AGin group UBS Group AG2,482$50.6K<0.01%+1,10413F-HRTimelineGroup
FMR LLCin group FMR LLC1,878$38.3K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co112$2.28K<0.01%-1,15713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.