BSVO — EA BRIDGEWAY OMNI SM-CP VAL
As of Q2 2026, 7 SEC-registered investment managers reported holding BSVO (EA BRIDGEWAY OMNI SM-CP VAL) in their latest 13F filings, with a combined reported value of $44.37M across 1.52M shares. That is +50.8% by share count (+511.95K shares) versus the previous quarter, while reported value moved +73.4%. Ownership is concentrated: the five largest holders account for 99.2% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| AQR Capital Management history | 991.51K | $28.94M | 0.01% | Add |
| JPMorgan Chase & Co history | 195.86K | $5.71M | 0.00% | New |
| Two Sigma Investments history | 185.90K | $5.43M | 0.00% | Add |
| Goldman Sachs Group history | 125.10K | $3.65M | 0.00% | New |
| PNC Financial Services history | 9.92K | $289.56K | 0.00% | Hold |
| Morgan Stanley history | 8.46K | $247.03K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.54K | $103.18K | 0.00% | Hold |
Q1 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| AQR Capital Management history | 799.82K | $20.29M | 0.01% | Add |
| Two Sigma Investments history | 178.30K | $4.52M | 0.00% | Add |
| Morgan Stanley history | 16.37K | $415.20K | 0.00% | Add |
| PNC Financial Services history | 9.92K | $251.67K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 3.54K | $89.68K | 0.00% | Add |
| UBS Group AG history | 400 | $10.15K | 0.00% | Reduce |
Q4 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| AQR Capital Management history | 625.51K | $14.57M | 0.01% | Add |
| JPMorgan Chase & Co history | 72.83K | $1.70M | 0.00% | Add |
| Two Sigma Investments history | 46.50K | $1.08M | 0.00% | Reduce |
| PNC Financial Services history | 9.92K | $231.14K | 0.00% | Hold |
| Morgan Stanley history | 9.87K | $230.04K | 0.00% | Reduce |
| Goldman Sachs Group history | 9.85K | $229.41K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 1.88K | $43.76K | 0.00% | Hold |
| UBS Group AG history | 613 | $14.28K | 0.00% | Reduce |
Q3 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| AQR Capital Management history | 544.06K | $12.32M | 0.01% | Add |
| Two Sigma Investments history | 56.30K | $1.28M | 0.00% | New |
| JPMorgan Chase & Co history | 22.21K | $503.18K | 0.00% | Reduce |
| Morgan Stanley history | 10.68K | $241.98K | 0.00% | Reduce |
| PNC Financial Services history | 9.92K | $224.70K | 0.00% | Hold |
| Wells Fargo & Co history | 8.59K | $194.55K | 0.00% | Hold |
| UBS Group AG history | 3.34K | $75.70K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.88K | $42.54K | 0.00% | Hold |
Q2 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| AQR Capital Management history | 403.04K | $8.21M | 0.01% | Add |
| JPMorgan Chase & Co history | 28.14K | $573.53K | 0.00% | Reduce |
| Morgan Stanley history | 13.51K | $275.39K | 0.00% | Hold |
| PNC Financial Services history | 9.92K | $202.17K | 0.00% | Add |
| Wells Fargo & Co history | 8.59K | $175.04K | 0.00% | Reduce |
| UBS Group AG history | 2.48K | $50.58K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.88K | $38.27K | 0.00% | Hold |
Q1 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| AQR Capital Management history | 307.58K | $5.98M | 0.01% | Add |
| Two Sigma Investments history | 193.40K | $3.76M | 0.01% | Add |
| JPMorgan Chase & Co history | 28.65K | $556.90K | 0.00% | Reduce |
| Morgan Stanley history | 13.51K | $262.69K | 0.00% | Hold |
| Wells Fargo & Co history | 13.48K | $262.13K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.88K | $36.51K | 0.00% | Hold |
| PNC Financial Services history | 1.81K | $35.17K | 0.00% | Reduce |
| UBS Group AG history | 1.38K | $26.79K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 195.86K sh · $5.71M
- Goldman Sachs Group 125.10K sh · $3.65M
Fully Exited (vs previous quarter)
- UBS Group AG sold 400 sh · $10.15K
Fund Position History — shares by quarter (top 12 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AQR Capital Management | 991.51K | 799.82K | 625.51K | 544.06K | 403.04K | 307.58K | 224.05K | 155.33K | 62.50K | 31.18K | 31.18K | — | — | — |
| JPMorgan Chase & Co | 195.86K | — | 72.83K | 22.21K | 28.14K | 28.65K | 96.54K | 96.54K | 96.54K | 96.54K | 97.98K | 7.39K | — | — |
| Two Sigma Investments | 185.90K | 178.30K | 46.50K | 56.30K | — | 193.40K | 172.20K | 54.30K | 18.30K | 25.70K | — | — | — | — |
| Goldman Sachs Group | 125.10K | — | 9.85K | — | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | 9.92K | 9.92K | 9.92K | 9.92K | 9.92K | 1.81K | 10.78K | — | — | — | — | — | — | — |
| Morgan Stanley | 8.46K | 16.37K | 9.87K | 10.68K | 13.51K | 13.51K | 13.54K | 13.56K | 13.56K | 13.58K | 14.86K | 14.61K | 6.10K | — |
| Fidelity Management & Research (FMR) | 3.54K | 3.54K | 1.88K | 1.88K | 1.88K | 1.88K | 1.88K | 1.88K | 1.88K | 1.88K | 1.88K | 1.88K | 1.88K | 1.99K |
| UBS Group AG | — | 400 | 613 | 3.34K | 2.48K | 1.38K | 1.38K | — | — | — | — | — | 3.66K | 5.39K |
| Wells Fargo & Co | — | — | — | 8.59K | 8.59K | 13.48K | 5.04K | — | — | 1.38K | — | — | — | — |
| Citadel Advisors | — | — | — | — | — | — | — | — | — | 11.49K | — | 11.34K | — | — |
| Bank of America Corp | — | — | — | — | — | — | — | — | 1.30K | 700 | — | — | — | — |
| D. E. Shaw & Co | — | — | — | — | — | — | — | 30.56K | 49.76K | 18.88K | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details