BSVO
EA Bridgeway Omni Small-Cap Value ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.5% ·
aandelenstroom +0.3% ·
netto nieuwe posities +4.3%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 47.81K | $1.37M | n/a | −1 |
| Q2 2026 | 24 | +4 | 40.18M | $1.17B | +5 | −2 |
| Q1 2026 | 22 | -1 | 40.20M | $1.02B | +1 | −2 |
| Q4 2025 | 23 | +1 | 38.76M | $903.22M | +1 | n/a |
| Q3 2025 | 5 | +1 | 657.35K | $14.89M | +1 | n/a |
| Q2 2025 | 2 | -1 | 404.92K | $8.25M | n/a | −1 |
| Q1 2025 | 2 | 0 | 500.98K | $9.74M | n/a | n/a |
| Q4 2024 | 2 | -1 | 396.25K | $8.58M | n/a | −1 |
| Q3 2024 | 3 | 0 | 240.19K | $5.31M | n/a | n/a |
| Q2 2024 | 3 | n/a | 130.55K | $2.66M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 36.37M | n/a | $847.45M | 1.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 1.15M | n/a | $26.86M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | AQR Capital Management ✦ | 625.51K | +15.0% | $14.57M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 4 | Cwm, Llc | 113.33K | n/a | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 107.02K | n/a | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 72.83K | +63.9% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 53.23K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mariner, LLC | 47.81K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Two Sigma Investments ✦ | 46.50K | -17.4% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Creative Planning | 32.44K | n/a | $755,913 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 22.62K | n/a | $526,999 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 19.70K | n/a | $458,963 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 14.57K | n/a | $339,453 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Quantinno Capital Management LP | 14.16K | n/a | $329,975 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 13.94K | n/a | $324,770 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 13.89K | n/a | $323,707 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Pnc Financial Services Group, Inc. | 9.92K | n/a | $231,136 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 9.87K | -7.6% | $230,041 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 9.85K | Nieuw | $229,412 | 0.0% | New | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 4.62K | n/a | $107,647 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 4.52K | n/a | $105,244 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1.88K | 0.0% | $43,757 | 0.0% | Held | 3 | SEC ↗ |
| 23 | UBS Group AG | 613 | n/a | $14,283 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $229,412 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 118 houders, 79.86M aandelen, $2.02B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.