Who Owns BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF (BSVO)? -- Institutional Holders (2026-06-30)

144 institutions reported holding $2.37B of BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF (BSVO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Focus Partners Wealth ($1.08B), Focus Partners Advisor Solutions, LLC ($616.0M), Squire Investment Management Company, LLC ($50.1M), KEB ASSET MANAGEMENT, LLC ($46.8M), Kaufman Rossin Wealth, LLC ($40.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Focus Partners Wealth$1.08B36.8MTrimmed
2Focus Partners Advisor Solutions, LLC$616.0M21.1MAdded
3Squire Investment Management Company, LLC$50.1M1.7MAdded
4KEB ASSET MANAGEMENT, LLC$46.8M1.6MTrimmed
5Kaufman Rossin Wealth, LLC$40.5M1.4MAdded
6CLARIS ADVISORS, LLC / MO /$35.4M1.2MTrimmed
7ENVESTNET ASSET MANAGEMENT INC$33.6M1.1MTrimmed
8AQR CAPITAL MANAGEMENT LLC$28.9M991,507Added
9Peirce Capital Management, LLC$28.4M972,972Trimmed
10Friday Financial$23.3M810,376Added
11Brady Martz Wealth Solutions, LLC$22.8M780,094Added
12Capstone Wealth Management, LLC$20.8M711,693Trimmed
13EverSource Wealth Advisors, LLC$19.7M674,171Added
14Gibson Capital, LLC$19.2M656,307Added
15HMV Wealth Advisors, LLC$18.9M646,657Added
16Forum Financial Management, LP$18.5M634,359Trimmed
17HBE Wealth Management, LLC$18.1M620,965Added
18Vistica Wealth Advisors, LLC$17.6M603,279Added
19BENNINGFIELD FINANCIAL ADVISORS, LLC$15.0M512,763Trimmed
20DOPKINS WEALTH MANAGEMENT, LLC$11.6M397,068Trimmed
21JDH Wealth Management, LLC$10.2M350,048Trimmed
22Lauterbach Financial Advisors, LLC$9.6M328,483Trimmed
23DELAP WEALTH ADVISORY, LLC$8.0M273,176Added
24COGENT STRATEGIC WEALTH LLC$7.4M254,633Trimmed
25Evanson Financial, LLC$7.4M254,549New

Source: SEC Form 13F filings · as of 2026-06-30