§ EQUITY
USDBSVO
EA Bridgeway Omni Sm-Cp Val
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Focus Partners Wealth | 37.3M | 1.1% | +2% |
| Focus Partners Advisor Solutions, LLC | 20.1M | 5.1% | +3% |
| Peirce Capital Management, LLC | 1.8M | 18.0% | −1% |
| Squire Investment Management Company, LLC | 1.7M | 12.0% | +10% |
| KEB ASSET MANAGEMENT, LLC | 1.6M | 7.9% | −0% |
| Kaufman Rossin Wealth, LLC | 1.3M | 18.6% | +3% |
◇ AC INTELLIGENCE
Top institutional owners for BSVO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.4% · 109 holders
DEALER / BANK0.5% · 6 holders
SYSTEMATIC / QUANT0.1% · 1 holder
INCOME / DEFENSIVE0.0% · 1 holder
QUALITY / COMPOUNDER0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BSVO in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BSVO yet.