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Allworth Financial’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Allworth Financial’s Portfolio BSVO Stock Details BSVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.41M Sell
252,621
-4,886
-2% -$124K 0.03% 323
2025
Q4 		$6M Sell
257,507
-9,938
-4% -$228K 0.02% 326
2025
Q3 		$6.06M Sell
267,445
-11,967
-4% -$263K 0.03% 283
2025
Q2 		$5.69M Sell
279,412
-268,918
-49% -$5.14M 0.03% 286
2025
Q1 		$10.1M Buy
548,330
+83,665
+18% +$1.76M 0.06% 178
2024
Q4 		$10.3M Buy
+464,665
New +$10.4M 0.06% 172

Other funds holding BSVO

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
SIMC
Squire Investment Management Company Orem, Utah $360M AUM 21.71% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
KRW
Kaufman Rossin Wealth Miami, Florida $211M AUM 35.68% 1-Year Est. Return
CA
Claris Advisors St. Louis, Missouri $334M AUM 22.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $587M AUM 17.88% 1-Year Est. Return

Allworth Financial's BSVO Position: Q1 2026 in Review

Allworth Financial reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 1.9% in Q1 2026, selling an estimated $124K and leaving 252,621 shares worth $6.41M. The position accounts for 0.03% of the portfolio, ranked #323.

Allworth Financial first reported a position in BSVO in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.3M in Q4 2024. 121 funds tracked by Wall St. Rank hold BSVO as of Q1 2026.

  • Allworth Financial held 252,621 shares of EA Bridgeway Omni Small-Cap Value ETF worth $6.41M as of Q1 2026.
  • Allworth Financial sold 4,886 EA Bridgeway Omni Small-Cap Value ETF shares in Q1 2026, an estimated $124K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.03% of Allworth Financial's portfolio in Q1 2026, its #323 holding.
  • Allworth Financial first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Allworth Financial's EA Bridgeway Omni Small-Cap Value ETF position peaked at $10.3M in Q4 2024.
  • 121 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.