BSVO
EA Bridgeway Omni Small-Cap Value ETF · Financial Services · Asset Management
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -4.3% ·
Aktienfluss +3.7% ·
neue Nettopositionen -4.5%
· Formel
Konzentrierte Akkumulation: steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 47.81K | $1.37M | n/a | n/a |
| 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 | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 37.26M | +2.4% | $945.23M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 1.15M | -0.1% | $29.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | AQR Capital Management ✦ | 799.82K | +27.9% | $20.29M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 178.30K | +283.4% | $4.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Mariner, LLC | 167.51K | +250.4% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 135.30K | +85.8% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 111.69K | +4.4% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Quantinno Capital Management LP | 108.71K | +667.6% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cwm, Llc | 95.90K | -15.4% | $2.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 52.63K | -1.1% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Creative Planning | 32.12K | -1.0% | $814,748 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 18.34K | -6.9% | $465,337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 16.37K | +65.8% | $415,205 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 14.72K | +1.0% | $373,416 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 13.94K | 0.0% | $353,623 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 13.89K | 0.0% | $352,466 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 17 | Pnc Financial Services Group, Inc. | 9.92K | 0.0% | $251,670 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 9.32K | Neu | $236,536 | 0.0% | New | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 5.77K | +27.8% | $146,434 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 4.62K | 0.0% | $117,210 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 3.54K | +88.2% | $89,676 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | UBS Group AG | 400 | -34.8% | $10,148 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Mercer Global Advisors Inc… | $236,536 | 0.0% |
Ausgestiegen
| Cetera Investment Advisers | $526,999 | war 0.0% |
| Goldman Sachs Group | $229,412 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 118 Inhaber, 79.86M Anteile, $2.02B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.