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Curi RMB Capital’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Curi RMB Capital’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 		$2.41M Hold
82,395
– – 0.04% 322
2026
Q1 		$2.09M Hold
82,395
– – 0.04% 326
2025
Q4 		$1.92M Sell
82,395
-9,811
-11% -$225K 0.03% 345
2025
Q3 		$2.09M Hold
92,206
– – 0.04% 323
2025
Q2 		$1.88M Buy
+92,206
New +$1.76M 0.04% 336

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 $373M AUM 22.52% 1-Year Est. Return

Curi RMB Capital's BSVO Position: Q2 2026 in Review

Curi RMB Capital held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q2 2026 at 82,395 shares worth $2.41M. The position accounts for 0.04% of the portfolio, ranked #322.

Curi RMB Capital first reported a position in BSVO in Q2 2025 and has held it in 5 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Curi RMB Capital held 82,395 shares of EA Bridgeway Omni Small-Cap Value ETF worth $2.41M as of Q2 2026.
  • Curi RMB Capital left its EA Bridgeway Omni Small-Cap Value ETF share count unchanged in Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.04% of Curi RMB Capital's portfolio in Q2 2026, its #322 holding.
  • Curi RMB Capital first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.