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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 Strategic Partners 4 - 2023-12-31 5,450,839 $114,548,000 -1,907,754
   Hill Investment Group Partners LLC 10 - 2023-12-31 1,431,321 $30,079,000 -45,991
   Forum Financial Management LP 27 - 2024-03-31 746,575 $15,877,000 -11,274
   GIBSON CAPITAL MANAGEMENT, LTD. 5 - 2024-03-31 544,432 $11,578,000 -8,074
   RB Capital Management LLC 38 - 2023-12-31 108,131 $2,272,000 -135
   J P MORGAN CHASE & CO 2970 - 2024-03-31 96,544 $2,053,000 -1,440
   Advisor Group Holdings Inc. 1825 - 2024-03-31 78,677 $1,673,000 -127,681
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 808 - 2023-09-30 90,597 $1,656,000 -1,830
   Aurum Wealth Management Group LLC 96 - 2024-03-31 51,419 $1,093,000 -439
   Krilogy Financial LLC 160 - 2024-03-31 41,768 $888,000 -170
   DELAP WEALTH ADVISORY LLC 36 - 2023-12-31 37,618 $791,000 -2,436
   LJI Wealth Management LLC 68 - 2023-12-31 32,792 $689,000 -180
   Visionary Wealth Advisors 284 - 2023-12-31 29,260 $615,000 -1,164
   SAX WEALTH ADVISORS LLC 107 - 2023-12-31 28,483 $599,000 -1,771
   ROYAL BANK OF CANADA 3799 - 2023-12-31 19,807 $416,000 -4,340
   BRIGGS ADVISORY GROUP INC. 44 - 2023-09-30 21,154 $387,000 -4,834
   Single Point Partners LLC 63 - 2024-03-31 12,897 $274,000 -5,750

  17 Records found
  1    
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