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Disclosery

BSVO EA SERIES TRUST

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BRID OMN SMA ETF (fund)

102 managers (103 13F filers) reported a position in BSVO shares at 2025-09-30, 69,660,999 shares in all. 12 filers opened a position and 4 filers sold out during the quarter.

Managers
102
13F filers
103
New
12
Added
28
Reduced
28
Sold out
4
Shares held by filers
69,660,999

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding49,833,266$1.13B+939,566Timeline
Peirce Capital Management, LLC1,831,990$41.5M17.25%+64,39213F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,629,824$36.9M8.28%-20,67413F-HRTimeline
Squire Investment Management Company, L…1,466,495$33.2M10.82%+73,19413F-HRTimeline
Kaufman Rossin Wealth, LLC1,249,702$28.3M15.5%+81,26913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,122,319$25.4M0.01%+1,61713F-HRTimelineGroup
CLARIS ADVISORS, LLC / MO /1,186,351$24.2M8.41%013F-HRTimeline
Capstone Wealth Management, LLC703,770$15.9M12.27%+40,32213F-HRTimeline
Brady Martz Wealth Solutions, LLC681,924$15.4M2.8%+35,96113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP658,724$14.9M0.2%-9,38013F-HRTimelineGroup
Gibson Capital, LLC618,164$14M2.58%+5,03013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…617,070$14M0.55%+7,79213F-HRTimelineGroup
Friday Financial573,223$13M5.44%+73,61213F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC556,430$12.6M9.94%+6,55013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC544,062$12.3M0.01%+141,01913F-HRTimelineGroup
HMV Wealth Advisors, LLC446,324$10.1M5.56%+77,96013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC405,534$9.19M3.88%-22,83013F-HRTimeline
JDH Wealth Management, LLC377,011$8.54M6.06%+22,07813F-HRTimeline
Lauterbach Financial Advisors, LLC335,894$7.61M3.83%-5,06013F-HRTimeline
Allworth Financial LP267,445$6.06M0.03%-11,96713F-HRTimeline
POINCIANA ADVISORS GROUP, LLC258,815$5.86M4.95%-93413F-HRTimeline
Aerodigm Wealth, LLC244,413$5.55M2.33%+30,32213F-HRTimeline
Evanson Asset Management, LLC218,568$4.95M0.28%013F-HRTimeline
Hill Investment Group Partners, LLC217,177$4.92M0.6%-4,34613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC215,410$4.88M0.8%-3,56913F-HRTimeline
Parkwoods Wealth Partners, LLC194,453$4.4M1.5%+76,29313F-HRTimeline
RB Capital Management, LLC167,958$3.8M0.79%+6,07013F-HRTimeline
CogentBlue Wealth Advisors, LLC164,875$3.73M2.54%+27,33413F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC151,820$3.43M0.35%-3,32913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC147,044$3.33M0.75%new13F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC140,044$3.17M1.36%-98213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC137,253$3.11M0.02%+21013F-HRTimelineGroup
Berger Financial Group, Inc126,011$2.85M0.17%013F-HRTimeline
IFG Advisors, LLC118,840$2.69M0.44%+63713F-HRTimeline
LPL Financial LLC108,558$2.46M<0.01%+5,38113F-HRTimeline
EARNED WEALTH ADVISORS, LLC106,403$2.41M0.4%+3,33413F-HRTimeline
CWM, LLCin group CWM, LLC100,470$2.28M0.01%-3,38813F-HRTimelineGroup
Curi Capital, LLC92,206$2.09M0.04%013F-HRTimeline
GC Wealth Management RIA, LLC90,597$2.05M0.07%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC82,092$1.86M0.01%-93213F-HRTimeline
PBMares Wealth Management LLC75,896$1.72M0.28%013F-HRTimeline
IEQ CAPITAL, LLC72,529$1.64M<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC70,824$1.6M0.72%new13F-HRTimeline
Integrity Wealth Solutions LLC70,824$1.6M0.72%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP56,300$1.28M<0.01%new13F-HRTimelineGroup
Waterfront Wealth Inc.55,203$1.24M0.25%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…52,645$1.2M0.4%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…51,758$1.17M<0.01%013F-HRTimeline
Ballentine Partners, LLC49,265$1.12M0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC47,790$1.08M<0.01%+10,35013F-HRTimelineGroup
Symmetry Partners, LLC44,345$1M0.11%-57313F-HRTimeline
Krilogy Financial LLC43,206$977K0.04%013F-HRTimeline
Beaird Harris Wealth Management, LLC40,599$920K0.07%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC39,100$886K0.01%-2,16713F-HR/ATimelineGroup
Cresset Asset Management, LLC37,763$855K<0.01%new13F-HR/ATimeline
Discipline Wealth Solutions, LLC32,454$735K0.19%new13F-HRTimeline
Creative Planningin group Creative Planning32,420$734K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,019$725K<0.01%new13F-HRTimelineGroup
RF&L WEALTH MANAGEMENT, LLC31,531$714K0.42%+7,94513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co28,233$640K0.01%013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC26,687$605K0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,119$524K<0.01%-5,72813F-HRTimelineGroup
Visionary Wealth Advisors23,118$524K0.02%-1,15013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,214$503K<0.01%-5,92813F-HR/ATimelineGroup
Cetera Investment Advisers20,737$470K<0.01%013F-HRTimeline
Madrid Financial Services20,000$453K0.28%013F-HRTimeline
HighTower Advisors, LLC19,283$437K<0.01%-22413F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC18,943$429K0.28%+39413F-HRTimeline
NewEdge Advisors, LLC18,868$427K<0.01%-1,70013F-HRTimeline
Cassaday & Co Wealth Management LLC17,415$394K0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,897$383K<0.01%013F-HRTimelineGroup
DBK Financial Counsel, LLC15,175$344K0.29%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,864$337K<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC14,455$327K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC14,356$325K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,825$313K<0.01%+91913F-HRTimelineGroup
Andina Capital Management, LLC12,660$287K0.16%013F-HRTimeline
Plancorp, LLC12,544$284K0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,369$280K<0.01%-2,79413F-HRTimelineGroup
BWM Planning, LLC12,191$276K0.08%013F-HRTimeline
Private Advisor Group, LLC11,848$268K<0.01%-513F-HRTimeline
Crestwood Advisors Group, LLC11,069$251K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10,683$242K<0.01%-2,83013F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,920$225K<0.01%013F-HRTimelineGroup
LJI Wealth Management, LLC9,738$221K0.04%-17,72313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,660$219K<0.01%-12,19313F-HRTimeline
AE Wealth Management LLC9,379$212K<0.01%+1813F-HRTimeline
Advisory Services Network, LLC9,348$212K<0.01%new13F-HRTimeline
BBR PARTNERS, LLC9,045$205K0.01%new13F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC8,931$202K0.03%new13F-HRTimeline
Apella Capital, LLC9,148$202K<0.01%-96813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,589$195K<0.01%013F-HRTimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC7,375$167K0.11%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.7,195$163K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,893$134K<0.01%-313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,620$105K<0.01%013F-HRTimelineGroup
Your Advocates Ltd., LLP4,163$94.3K0.03%013F-HRTimeline
UBS Group AGin group UBS Group AG3,342$75.7K<0.01%+86013F-HRTimelineGroup
Nova Wealth Management, Inc.3,155$71.5K0.05%-18313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,016$68K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FMR LLCin group FMR LLC1,878$42.5K<0.01%013F-HRTimelineGroup
Cloud Capital Management, LLC51$1K<0.01%new13F-HRTimeline