D.A. Davidson & Co’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

D.A. Davidson & Co’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	$8.03M	Buy	+287,117	New	+$8.41M	0.04%	310

Other funds holding BSVO

Kaufman Rossin Wealth Miami, Florida $247M AUM 26.13% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Peirce Capital Management The Woodlands, Texas $272M AUM 16.4% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

HMV Wealth Advisors Shreveport, Louisiana $264M AUM 18.04% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

JDH Wealth Management Santa Rosa, California $165M AUM 19.09% 1-Year Est. Return

Lauterbach Financial Advisors El Paso, Texas $235M AUM 18.62% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Cogent Strategic Wealth Chicago, Illinois $105M AUM 20.44% 1-Year Est. Return

D.A. Davidson & Co's BSVO Position: Q3 2026 in Review

D.A. Davidson & Co opened a new position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q3 2026: 287,117 shares worth $8.03M. The stake represents 0.04% of the portfolio and ranks #310 among its holdings.

54 funds tracked by Wall St. Rank hold BSVO as of Q3 2026.

D.A. Davidson & Co held 287,117 shares of EA Bridgeway Omni Small-Cap Value ETF worth $8.03M as of Q3 2026.
EA Bridgeway Omni Small-Cap Value ETF was a new D.A. Davidson & Co position in Q3 2026.
EA Bridgeway Omni Small-Cap Value ETF made up 0.04% of D.A. Davidson & Co's portfolio in Q3 2026, its #310 holding.
54 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.