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Disclosery

BSVO EA SERIES TRUST

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BRID OMN SMA ETF (fund)

117 managers (119 13F filers) reported a position in BSVO shares at 2025-12-31, 78,150,754 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
117
13F filers
119
New
13
Added
37
Reduced
31
Sold out
7
Shares held by filers
78,150,754

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding56,001,579$1.3B+6,168,313Timeline
Peirce Capital Management, LLC1,834,005$42.7M17.01%+2,01513F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,621,003$37.8M7.66%-8,82113F-HRTimeline
Squire Investment Management Company, L…1,553,853$36.2M10.96%+87,35813F-HRTimeline
Kaufman Rossin Wealth, LLC1,240,724$28.9M15.05%-8,97813F-HRTimeline
CLARIS ADVISORS, LLC / MO /1,221,532$28.5M8.67%+35,18113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,152,863$26.9M0.01%+30,54413F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC715,560$16.7M2.94%+33,63613F-HRTimeline
Friday Financial712,163$16.6M5.85%+138,94013F-HRTimeline
Capstone Wealth Management, LLC708,387$16.5M12.04%+4,61713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP656,352$15.3M0.2%-2,37213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC625,507$14.6M0.01%+81,44513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…622,811$14.5M0.53%+5,74113F-HRTimelineGroup
Gibson Capital, LLC621,416$14.5M2.66%+3,25213F-HRTimeline
Vistica Wealth Advisors, LLC608,817$14.2M14.12%13F-HRTimeline
HBE Wealth Management, LLC576,334$13.4M12.63%13F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC541,315$12.6M9.87%-15,11513F-HRTimeline
HMV Wealth Advisors, LLC537,732$12.5M6.27%+91,40813F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC393,407$9.17M3.74%-12,12713F-HRTimeline
JDH Wealth Management, LLC381,784$8.9M6.1%+4,77313F-HRTimeline
Lauterbach Financial Advisors, LLC338,537$7.89M3.86%+2,64313F-HRTimeline
COGENT STRATEGIC WEALTH LLC261,105$6.54M7.13%13F-HRTimeline
Allworth Financial LP257,507$6M0.02%-9,93813F-HRTimeline
Aerodigm Wealth, LLC256,062$5.97M2.3%+11,64913F-HR/ATimeline
POINCIANA ADVISORS GROUP, LLC247,387$5.76M4.55%-11,42813F-HRTimeline
Evanson Asset Management, LLC232,232$5.41M0.29%+13,66413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC219,313$5.11M0.8%+3,90313F-HRTimeline
Hill Investment Group Partners, LLC215,741$5.03M0.6%-1,43613F-HRTimeline
Prism Planning Partners LLC191,982$4.47M5.02%13F-HRTimeline
Parkwoods Wealth Partners, LLC189,438$4.41M1.3%-5,01513F-HRTimeline
CogentBlue Wealth Advisors, LLC178,917$4.17M2.84%+14,04213F-HRTimeline
RB Capital Management, LLC176,495$4.11M0.83%+8,53713F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC151,820$3.65M0.35%013F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC141,471$3.3M1.35%+1,42713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC136,747$3.19M0.03%-50613F-HRTimelineGroup
Berger Financial Group, Inc129,855$3.03M0.18%+3,84413F-HRTimeline
CWM, LLCin group CWM, LLC113,335$2.64M0.01%+12,86513F-HRTimelineGroup
IFG Advisors, LLC108,297$2.52M0.42%-10,54313F-HRTimeline
Oath Planning, LLC107,728$2.51M2.48%13F-HRTimeline
LPL Financial LLC107,019$2.49M<0.01%-1,53913F-HRTimeline
GC Wealth Management RIA, LLC90,597$2.11M0.08%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC87,853$2.05M0.15%-18,55013F-HR/ATimeline
Smartleaf Asset Management LLC85,310$2.01M0.08%new13F-HRTimeline
Curi Capital, LLC82,395$1.92M0.03%-9,81113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC76,095$1.77M0.01%-5,99713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO72,829$1.7M<0.01%+50,61513F-HRTimelineGroup
IEQ CAPITAL, LLC72,529$1.69M0.01%013F-HRTimeline
Integrity Wealth Solutions LLC71,538$1.67M0.66%+71413F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC62,885$1.47M0.36%-84,15913F-HRTimeline
Wedmont Private Capital60,853$1.46M0.05%new13F-HRTimeline
Waterfront Wealth Inc.55,203$1.39M0.26%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…53,226$1.28M<0.01%+1,46813F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…52,645$1.23M0.41%013F-HRTimeline
Ballentine Partners, LLC49,265$1.15M0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC47,810$1.11M<0.01%+2013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP46,500$1.08M<0.01%-9,80013F-HRTimelineGroup
Krilogy Financial LLC43,323$1.08M0.04%+11713F-HRTimeline
E-Wealth Partners, LLC42,407$988K0.83%13F-HRTimeline
Beaird Harris Wealth Management, LLC40,599$946K0.07%013F-HRTimeline
Belleair Asset Management, LLC40,598$946K0.9%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC38,808$904K0.01%-29213F-HRTimelineGroup
Symmetry Partners, LLC38,742$903K0.05%-5,60313F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC38,641$900K0.5%+7,11013F-HRTimeline
Cresset Asset Management, LLC34,051$793K<0.01%-3,71213F-HRTimeline
Creative Planningin group Creative Planning32,443$756K<0.01%+2313F-HRTimelineGroup
Discipline Wealth Solutions, LLC32,257$752K0.14%-19713F-HRTimeline
LJI Wealth Management, LLC27,062$631K0.1%+17,32413F-HRTimeline
SAX WEALTH ADVISORS, LLC26,828$625K0.03%+14113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co26,773$624K0.01%-1,46013F-HRTimelineGroup
Visionary Wealth Advisors23,118$539K0.02%013F-HRTimeline
Cetera Investment Advisers22,618$527K<0.01%+1,88113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,302$473K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,698$459K<0.01%-12,32113F-HRTimelineGroup
NewEdge Advisors, LLC18,868$440K<0.01%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC17,867$416K0.26%-1,07613F-HRTimeline
Cassaday & Co Wealth Management LLC17,415$406K0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,897$394K<0.01%013F-HRTimelineGroup
KILNER CAPITAL ADVISORS, LLC16,410$382K0.37%13F-HRTimeline
DBK Financial Counsel, LLC15,175$354K0.27%013F-HRTimeline
MML INVESTORS SERVICES, LLC14,569$339K<0.01%+21313F-HRTimeline
Empowered Funds, LLC14,496$338K0.01%new13F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14,455$337K<0.01%013F-HRTimeline
Private Advisor Group, LLC14,220$331K<0.01%+2,37213F-HRTimeline
Quantinno Capital Management LP14,162$330K<0.01%new13F-HRTimeline
HighTower Advisors, LLC13,939$325K<0.01%-5,34413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,893$324K<0.01%+6813F-HRTimelineGroup
WorthPointe, LLC13,516$315K0.08%new13F-HRTimeline
Andina Capital Management, LLC12,660$295K0.18%013F-HRTimeline
Plancorp, LLC12,544$292K0.01%013F-HRTimeline
COFG Advisors, LLC12,192$284K0.07%13F-HRTimeline
BWM Planning, LLC12,191$284K0.08%013F-HRTimeline
Crestwood Advisors Group, LLC11,069$258K<0.01%013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding10,092$235KnewTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,920$231K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,873$230K<0.01%-81013F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,846$229K<0.01%new13F-HR/ATimelineGroup
World Investment Advisors9,616$224K<0.01%new13F-HR/ATimeline
Advisory Services Network, LLC9,486$221K<0.01%+13813F-HRTimeline
Apella Capital, LLC9,148$213K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,067$211K<0.01%-3,30213F-HRTimelineGroup
BBR PARTNERS, LLC9,045$211K0.01%013F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…9,000$210K0.2%13F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC8,931$208K0.03%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC7,375$172K0.11%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.7,195$168K0.02%013F-HRTimeline
CENTRAL TRUST Co6,947$162K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,928$138K<0.01%new13F-HRTimelineGroup
Hamilton Point Investment Advisors, LLC5,639$131K0.02%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,620$108K<0.01%013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,516$105K<0.01%-1,37713F-HRTimelineGroup
Your Advocates Ltd., LLP4,163$97K0.03%013F-HRTimeline
Nova Wealth Management, Inc.3,092$72K0.05%-6313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,016$70K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FMR LLCin group FMR LLC1,878$43.8K<0.01%013F-HRTimelineGroup
Ares Financial Consulting, LLC1,167$27.2K0.03%13F-HRTimeline
UBS Group AGin group UBS Group AG613$14.3K<0.01%-2,72913F-HRTimelineGroup
AE Wealth Management LLC18$419<0.01%-9,36113F-HRTimeline