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Cresset Asset Management’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Cresset Asset Management’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 		$994K Hold
34,051
– – ﹤0.01% 916
2026
Q1 		$864K Hold
34,051
– – ﹤0.01% 840
2025
Q4 		$793K Sell
34,051
-3,712
-10% -$85.1K ﹤0.01% 885
2025
Q3 		$855K Buy
+37,763
New +$828K ﹤0.01% 797

Other funds holding BSVO

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
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 22.9% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Cresset Asset Management's BSVO Position: Q2 2026 in Review

Cresset Asset Management held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q2 2026 at 34,051 shares worth $994K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Cresset Asset Management first reported a position in BSVO in Q3 2025 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Cresset Asset Management held 34,051 shares of EA Bridgeway Omni Small-Cap Value ETF worth $994K as of Q2 2026.
  • Cresset Asset Management left its EA Bridgeway Omni Small-Cap Value ETF share count unchanged in Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #916 holding.
  • Cresset Asset Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.