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Get Institutions for : 
Ea Bridgeway Omni Small Cap Value Etf (BSVO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    2
Total shares held : 
 43,230,281  
% of shares held : 
 88.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 1,532,323  
% of shares held change : 
   3.13%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 273,626
 0.63%
 
Increased Positions :
27
 3,357,972
 7.77%
 
Unchanged Positions :
16
 1,815,604
 4.2%
 
Decreased Positions :
14
-2,047,732
-4.74%
 
Closed Positions :
4
-51,543
-0.12%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BUCKINGHAM ASSET MANAGEMENT, LLC 4 - 2024-03-31 27,659,250 $588,207,000 1,971,770
   KEB ASSET MANAGEMENT LLC 2 - 2024-03-31 1,902,532 $40,460,000 22,761
   CLARIS ADVISORS LLC / MO / 2 - 2024-03-31 1,465,081 $31,157,000 13,702
   Peirce Capital Management LLC 1 - 2024-03-31 1,437,306 $30,566,000 92,109
   ENVESTNET ASSET MANAGEMENT INC 1053 - 2023-12-31 920,725 $19,349,000 28,208
   EverSource Wealth Advisors LLC 16 - 2023-12-31 555,172 $11,667,000 8,767
   Lauterbach Financial Advisors LLC 6 - 2024-03-31 342,828 $7,291,000 10,050
   DOPKINS WEALTH MANAGEMENT LLC 5 - 2024-03-31 331,428 $7,048,000 57,432
   KRAFT ASSET MANAGEMENT LLC 6 - 2023-12-31 274,613 $5,771,000 26,703
   JACKSON THORNTON ASSET MANAGEMENT LLC 15 - 2023-12-31 179,638 $3,775,000 165
   BAYSHORE ASSET MANAGEMENT LLC 15 - 2023-12-31 152,525 $3,205,000 1,388
   MONETA GROUP INVESTMENT ADVISORS INC 159 - 2023-12-31 110,645 $2,325,000 53,578
   CAPITAL PERFORMANCE ADVISORS LLP 27 - 2024-03-31 72,476 $1,541,000 97
   IFG Advisors LLC 43 - 2024-03-31 45,061 $958,000 2,544
   NORTHWEST WEALTH MANAGEMENT LLC 69 - 2023-12-31 43,150 $907,000 7,393
   CREATIVE PLANNING 1572 - 2023-12-31 28,438 $598,000 21
   Stratos Wealth Partners LTD. 824 - 2024-03-31 27,310 $581,000 1,183
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1158 - 2023-12-31 26,037 $547,000 26,037
   COMMONWEALTH EQUITY SERVICES LLC. 2736 - 2024-03-31 24,914 $530,000 33
   LPL FINANCIAL CORP 4015 - 2024-03-31 15,900 $338,000 617
   MORGAN STANLEY 5346 - 2023-12-31 14,860 $312,000 248
   Kestra Advisory Services LLC 1837 - 2023-12-31 14,121 $297,000 198
  22 Records found
  1    
  Page 1 of 1
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