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EA Bridgeway Omni Small-Cap Value ETF

62 hedge funds and large institutions have $740M invested in EA Bridgeway Omni Small-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
62
Holders Change
+9
Holders Change %
+16.98%
% of All Funds
0.99%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
13
Increased
13
Reduced
17
Closed
3
Calls
Puts
$27K
Net Calls
-$27K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$417M +$23.4M +1,282,179 +6%
FPAS
2
Focus Partners Advisor Solutions
Missouri
$134M +$35M +1,913,774 +35%
KAM
3
KEB Asset Management
Illinois
$33.8M +$1.21M +66,415 +4%
HIGP
4
Hill Investment Group Partners
Missouri
$27M -$24.7K -1,350 -0.1%
CA
5
Claris Advisors
Missouri
$26.6M +$1.79M +97,746 +7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$16.3M +$16.3M +892,517 New
FFM
7
Forum Financial Management
Illinois
$14.2M -$145K -7,924 -1%
EWA
8
EverSource Wealth Advisors
Alabama
$9.98M +$165K +9,008 +2%
GC
9
Gibson Capital
Pennsylvania
$9.84M +$58K +3,176 +0.6%
DWM
10
Dopkins Wealth Management
New York
$5.9M +$901K +49,331 +18%
LFA
11
Lauterbach Financial Advisors
Texas
$5.81M -$41.7K -2,281 -0.7%
KAM
12
Kraft Asset Management
Tennessee
$4.53M -$1.16M -63,624 -20%
EAM
13
Evanson Asset Management
California
$3.41M
JTWM
14
Jackson Thornton Wealth Management
Alabama
$3.28M -$35.5K -1,943 -1%
BAM
15
Bayshore Asset Management
Florida
$2.76M -$12.1K -664 -0.4%
RCM
16
RB Capital Management
Nevada
$1.98M +$108K +5,928 +6%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$1.66M -$33.4K -1,830 -2%
PWM
18
PBMares Wealth Management
Virginia
$1.38M -$44.1K -2,413 -3%
CPA
19
Capital Performance Advisors
California
$1.3M -$9.3K -509 -0.7%
MGIA
20
Moneta Group Investment Advisors
Missouri
$1.04M -$44.1K -2,413 -4%
Osaic Holdings
21
Osaic Holdings
Arizona
$960K +$960K +52,526 New
WW
22
Waterfront Wealth
Kansas
$959K
MW
23
Marcum Wealth
Ohio
$940K
BP
24
Ballentine Partners
Massachusetts
$923K
SC
25
Savant Capital
Illinois
$790K +$790K +43,213 New