Claris Advisors
BSVO icon

Claris Advisors’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Claris Advisors’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
Q3 		$33.4M Sell
1,192,848
-20,522
-2% -$601K 8.84% 2
2026
Q2 		$35.4M Sell
1,213,370
-9,462
-0.8% -$261K 9.25% 2
2026
Q1 		$31M Buy
1,222,832
+1,300
+0.1% +$32.9K 9.28% 2
2025
Q4 		$28.5M Buy
1,221,532
+35,181
+3% +$807K 8.67% 2
2025
Q3 		$24.2M Hold
1,186,351
– – 8.41% 2
2025
Q2 		$24.2M Sell
1,186,351
-566,076
-32% -$10.8M 8.41% 2
2025
Q1 		$34.1M Buy
1,752,427
+10,615
+0.6% +$223K 12.69% 2
2024
Q4 		$37.7M Buy
1,741,812
+230,285
+15% +$5.18M 14.18% 2
2024
Q3 		$33.4M Buy
1,511,527
+73,412
+5% +$1.58M 14.48% 2
2024
Q2 		$29.3M Sell
1,438,115
-26,966
-2% -$552K 15.1% 2
2024
Q1 		$31.2M Buy
1,465,081
+13,702
+0.9% +$279K 15.71% 2
2023
Q4 		$30.5M Sell
1,451,379
-2,694
-0.2% -$50.7K 16.88% 2
2023
Q3 		$26.6M Buy
1,454,073
+97,746
+7% +$1.83M 16.97% 2
2023
Q2 		$24.2M Buy
1,356,327
+8,432
+0.6% +$144K 16.75% 2
2023
Q1 		$23.6M Buy
+1,347,895
New +$23.3M 17.53% 2

Other funds holding BSVO

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Squire Investment Management Company
Squire Investment Management Company Orem, Utah $428M AUM 16.83% 1-Year Est. Return
KEB Asset Management
KEB Asset Management Springfield, Illinois $624M AUM 18.82% 1-Year Est. Return
Kaufman Rossin Wealth
Kaufman Rossin Wealth Miami, Florida $247M AUM 26.13% 1-Year Est. Return
Friday Financial
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
Peirce Capital Management
Peirce Capital Management The Woodlands, Texas $272M AUM 16.4% 1-Year Est. Return
Brady Martz Wealth Solutions
Brady Martz Wealth Solutions Grand Forks, North Dakota $676M AUM 15.8% 1-Year Est. Return
CWMA
Capstone Wealth Management (Alabama) Tuscaloosa, Alabama $216M AUM 24.8% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

Claris Advisors's BSVO Position: Q3 2026 in Review

Claris Advisors reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 1.7% in Q3 2026, selling an estimated $601K and leaving 1,192,848 shares worth $33.4M. The position accounts for 8.84% of the portfolio, ranked #2.

Claris Advisors first reported a position in BSVO in Q1 2023 and has held it in 15 quarters since. The position peaked at $37.7M in Q4 2024. 127 funds tracked by Wall St. Rank hold BSVO as of Q3 2026.

  • Claris Advisors held 1,192,848 shares of EA Bridgeway Omni Small-Cap Value ETF worth $33.4M as of Q3 2026.
  • Claris Advisors sold 20,522 EA Bridgeway Omni Small-Cap Value ETF shares in Q3 2026, an estimated $601K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 8.84% of Claris Advisors's portfolio in Q3 2026, its #2 holding.
  • Claris Advisors first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 15 quarters since.
  • Claris Advisors's EA Bridgeway Omni Small-Cap Value ETF position peaked at $37.7M in Q4 2024.
  • 127 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q3 2026.

Based on Claris Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.