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EA Bridgeway Omni Small-Cap Value ETF

72 hedge funds and large institutions have $1.16B invested in EA Bridgeway Omni Small-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 13 closing their positions.

Holders
72
Holders Change
-6
Holders Change %
-7.69%
% of All Funds
1.05%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
8
Increased
22
Reduced
15
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$594M 29,161,409 +1,502,159 +5%
FPAS
2
Focus Partners Advisor Solutions
Missouri
$275M 13,489,375 +1,348,670 +11%
KAM
3
KEB Asset Management
Illinois
$39.5M 1,940,814 +38,282 +2%
PCM
4
Peirce Capital Management
Texas
$31.9M 1,565,068 +127,762 +9%
HIGP
5
Hill Investment Group Partners
Missouri
$31.9M 1,410,683 -16,623 -1%
CA
6
Claris Advisors
Missouri
$29.3M 1,438,115 -26,966 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$19.9M 976,865 -5,537 -0.6%
SIMC
8
Squire Investment Management Company
Utah
$16.6M 812,777 +157,765 +24%
FFM
9
Forum Financial Management
Illinois
$15M 737,494 -9,081 -1%
EWA
10
EverSource Wealth Advisors
Alabama
$12.9M 562,822 -7,141 -1%
GC
11
Gibson Capital
Pennsylvania
$10.9M 537,020 -7,412 -1%
LFA
12
Lauterbach Financial Advisors
Texas
$8.07M 379,998 +37,170 +11%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$7.33M 359,887 +359,887 New
KAM
14
Kraft Asset Management
Tennessee
$6.43M 315,487 +41,258 +15%
DWM
15
Dopkins Wealth Management
New York
$6.28M 308,231 -23,197 -7%
EAM
16
Evanson Asset Management
California
$3.8M 186,370
JTWM
17
Jackson Thornton Wealth Management
Alabama
$3.66M 179,707 -1,741 -1%
DWA
18
Delap Wealth Advisory
Oregon
$3.17M 155,552 +83,024 +114%
BAM
19
Bayshore Asset Management
Florida
$2.66M 130,376 -150 -0.1%
IA
20
IFG Advisors
Missouri
$2.39M 117,138 +72,077 +160%
RCM
21
RB Capital Management
Nevada
$2.29M 112,549 +2,276 +2%
MGIA
22
Moneta Group Investment Advisors
Missouri
$2.2M 108,198 -2,447 -2%
NWM
23
Northwest Wealth Management
Iowa
$2.12M 103,967 +57,850 +125%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$1.97M 96,544
PWM
25
PBMares Wealth Management
Virginia
$1.54M 75,815