AssetMark Inc
BSVO icon

AssetMark Inc’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

AssetMark Inc’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
Q2 		$33.5K Buy
+1,149
New +$31.7K ﹤0.01% 1995

Other funds holding BSVO

SIMC
Squire Investment Management Company Orem, Utah $415M AUM 26.07% 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 $383M AUM 27.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return
CWMA
Capstone Wealth Management (Alabama) Tuscaloosa, Alabama $216M AUM 32.76% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

AssetMark Inc's BSVO Position: Q2 2026 in Review

AssetMark Inc opened a new position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q2 2026: 1,149 shares worth $33.5K. The stake represents ﹤0.01% of the portfolio and ranks #1995 among its holdings.

75 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • AssetMark Inc held 1,149 shares of EA Bridgeway Omni Small-Cap Value ETF worth $33.5K as of Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF was a new AssetMark Inc position in Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1995 holding.
  • 75 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.