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Disclosery

BSVO EA SERIES TRUST

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BRID OMN SMA ETF (fund)

119 managers (121 13F filers) reported a position in BSVO shares at 2026-03-31, 80,698,438 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
119
13F filers
121
New
9
Added
34
Reduced
37
Sold out
8
Shares held by filers
80,698,438

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding57,393,432$1.46B+1,391,853Timeline
Peirce Capital Management, LLC1,817,517$46.1M18.04%-16,48813F-HRTimeline
Squire Investment Management Company, L…1,707,209$43.3M12.04%+153,35613F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,616,450$41M7.86%-4,55313F-HRTimeline
Kaufman Rossin Wealth, LLC1,276,766$32.4M18.57%+36,04213F-HRTimeline
CLARIS ADVISORS, LLC / MO /1,222,832$31M9.28%+1,30013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,151,327$29.2M0.01%-1,53613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC799,815$20.3M0.01%+174,30813F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC779,088$19.8M3.37%+63,52813F-HRTimeline
Friday Financial770,945$19.6M6.74%+58,78213F-HRTimeline
Capstone Wealth Management, LLC718,412$18.2M12.71%+10,02513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…647,398$16.4M0.5%+24,58713F-HR/ATimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP645,859$16.4M0.23%-10,49313F-HRTimelineGroup
Gibson Capital, LLC622,367$15.8M2.94%+95113F-HRTimeline
HBE Wealth Management, LLC618,827$15.7M13.68%+42,49313F-HRTimeline
Vistica Wealth Advisors, LLC577,227$14.6M14.59%-31,59013F-HRTimeline
HMV Wealth Advisors, LLC536,902$13.6M6.4%-83013F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC522,314$13.3M10.46%-19,00113F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC397,894$10.1M4.06%+4,48713F-HRTimeline
JDH Wealth Management, LLC375,275$9.52M6.42%-6,50913F-HRTimeline
Lauterbach Financial Advisors, LLC334,410$8.48M4.14%-4,12713F-HRTimeline
Aerodigm Wealth, LLC268,258$6.81M2.56%+12,19613F-HRTimeline
COGENT STRATEGIC WEALTH LLC260,550$6.61M6.79%-55513F-HRTimeline
Allworth Financial LP252,621$6.41M0.03%-4,88613F-HRTimeline
POINCIANA ADVISORS GROUP, LLC245,266$6.22M4.91%-2,12113F-HRTimeline
Evanson Asset Management, LLC232,232$5.89M0.32%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC220,481$5.59M0.84%+1,16813F-HRTimeline
Hill Investment Group Partners, LLC215,339$5.46M0.6%-40213F-HRTimeline
Prism Planning Partners LLC199,698$5.07M5.99%+7,71613F-HRTimeline
CogentBlue Wealth Advisors, LLC187,398$4.75M3.2%+8,48113F-HRTimeline
Parkwoods Wealth Partners, LLC186,004$4.72M1.16%-3,43413F-HRTimeline
Farther Finance Advisors, LLC181,807$4.62M0.04%new13F-HRTimeline
RB Capital Management, LLC180,951$4.59M0.98%+4,45613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP178,300$4.52M<0.01%+131,80013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC167,507$4.25M<0.01%+119,69713F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC150,748$3.97M0.36%-1,07213F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC146,239$3.71M1.48%+4,76813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC136,903$3.47M0.03%+15613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO135,300$3.37M<0.01%+62,47113F-HR/ATimelineGroup
Berger Financial Group, Inc122,097$3.1M0.17%-7,75813F-HRTimeline
LPL Financial LLC111,694$2.83M<0.01%+4,67513F-HRTimeline
Quantinno Capital Management LP108,713$2.76M<0.01%+94,55113F-HRTimeline
Oath Planning, LLC107,790$2.73M2.43%+6213F-HRTimeline
IFG Advisors, LLC106,742$2.71M0.44%-1,55513F-HRTimeline
CWM, LLCin group CWM, LLC95,896$2.43M0.01%-17,43913F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC83,822$2.13M0.14%-4,03113F-HRTimeline
Curi Capital, LLC82,395$2.09M0.04%013F-HRTimeline
Apella Capital, LLC75,972$2.07M0.03%+66,82413F-HRTimeline
Smartleaf Asset Management LLC81,279$2.03M0.07%-4,03113F-HRTimeline
UMB Bank, n.a.75,990$1.93M0.03%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MONETA GROUP INVESTMENT ADVISORS LLC75,325$1.91M0.01%-77013F-HRTimeline
IEQ CAPITAL, LLC72,529$1.84M0.01%013F-HRTimeline
Integrity Wealth Solutions LLC71,538$1.81M0.71%013F-HRTimeline
Wedmont Private Capital60,468$1.59M0.05%-38513F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…52,645$1.45M0.49%013F-HRTimeline
Waterfront Wealth Inc.55,203$1.4M0.26%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…52,634$1.35M<0.01%-59213F-HRTimeline
Ballentine Partners, LLC49,265$1.25M0.02%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC48,531$1.23M0.03%+28,22913F-HR/ATimeline
Krilogy Financial LLC43,323$1.16M0.04%013F-HRTimeline
Belleair Asset Management, LLC44,524$1.13M1.03%+3,92613F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC43,506$1.1M0.83%+4,86513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC42,829$1.09M0.26%-20,05613F-HRTimeline
E-Wealth Partners, LLC39,031$990K0.8%-3,37613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC38,808$985K<0.01%013F-HRTimelineGroup
Daytona Street Capital LLC37,239$955K0.74%new13F-HRTimeline
Symmetry Partners, LLC37,463$950K0.05%-1,27913F-HRTimeline
Cresset Asset Management, LLC34,051$864K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning32,115$815K<0.01%-32813F-HRTimelineGroup
Discipline Wealth Solutions, LLC31,580$801K0.08%-67713F-HRTimeline
CHOREO, LLC28,389$720K0.01%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co26,773$679K0.01%013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC26,828$625K0.03%013F-HRTimeline
Visionary Wealth Advisors23,118$587K0.03%013F-HRTimeline
Beaird Harris Wealth Management, LLC21,728$551K0.04%-18,87113F-HRTimeline
LJI Wealth Management, LLC20,306$515K0.08%-6,75613F-HRTimeline
Madrid Financial Services19,705$500K0.3%new13F-HRTimeline
NewEdge Advisors, LLC18,868$479K<0.01%013F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,342$465K<0.01%-1,35613F-HRTimelineGroup
Cassaday & Co Wealth Management LLC17,415$442K0.01%013F-HRTimeline
Clark Asset Management, LLC17,159$435K0.04%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,897$429K<0.01%013F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC16,756$425K0.26%-1,11113F-HRTimeline
KILNER CAPITAL ADVISORS, LLC16,410$416K0.4%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY16,366$415K<0.01%+6,49313F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC14,455$396K0.01%013F-HRTimeline
DBK Financial Counsel, LLC15,175$385K0.29%013F-HRTimeline
MML INVESTORS SERVICES, LLC14,719$373K<0.01%+15013F-HRTimeline
HighTower Advisors, LLC13,939$354K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,893$352K<0.01%013F-HRTimelineGroup
Private Advisor Group, LLC13,448$341K<0.01%-77213F-HRTimeline
Plancorp, LLC12,544$331K0.01%013F-HRTimeline
Andina Capital Management, LLC12,660$321K0.28%013F-HRTimeline
Intentional Wealth Strategies, LLC12,454$316K0.29%13F-HRTimeline
COFG Advisors, LLC12,192$309K0.08%013F-HRTimeline
BWM Planning, LLC12,191$309K0.08%013F-HRTimeline
Crestwood Advisors Group, LLC11,069$281K<0.01%013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding10,092$256K0Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,920$252K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC9,486$241K<0.01%013F-HRTimeline
World Investment Advisors9,330$237K<0.01%-28613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,323$237K<0.01%new13F-HRTimeline
BBR PARTNERS, LLC9,045$229K0.01%013F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…9,000$228K0.21%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC8,931$227K0.03%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,649$219K<0.01%-41813F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT8,028$204K<0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.7,195$183K0.02%013F-HRTimeline
CENTRAL TRUST Co6,947$176K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,771$146K<0.01%+1,25513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,620$117K<0.01%013F-HRTimelineGroup
Your Advocates Ltd., LLP4,163$106K0.03%013F-HRTimeline
FMR LLCin group FMR LLC3,535$89.7K<0.01%+1,65713F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.3,016$77K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Nova Wealth Management, Inc.2,951$74.9K0.05%-14113F-HRTimeline
Ares Financial Consulting, LLC1,167$29.7K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG400$10.1K<0.01%-21313F-HRTimelineGroup
Reyes Financial Architecture, Inc.95$2.41K<0.01%new13F-HRTimeline
AE Wealth Management LLC18$457<0.01%013F-HRTimeline