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

Envestnet 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
Q1 		$29.2M Sell
1,151,327
-1,536
-0.1% -$38.8K 0.01% 1093
2025
Q4 		$26.9M Buy
1,152,863
+30,544
+3% +$701K 0.01% 1047
2025
Q3 		$25.4M Buy
1,122,319
+1,617
+0.1% +$35.5K 0.01% 1130
2025
Q2 		$22.8M Buy
1,120,702
+141,978
+15% +$2.71M 0.01% 1170
2025
Q1 		$19M Sell
978,724
-104,656
-10% -$2.2M 0.01% 1233
2024
Q4 		$23.5M Buy
1,083,380
+58,490
+6% +$1.32M 0.01% 1101
2024
Q3 		$22.6M Buy
1,024,890
+48,025
+5% +$1.03M 0.01% 1096
2024
Q2 		$19.9M Sell
976,865
-5,537
-0.6% -$113K 0.01% 1131
2024
Q1 		$20.9M Buy
982,402
+61,677
+7% +$1.26M 0.01% 1083
2023
Q4 		$19.3M Buy
920,725
+28,208
+3% +$531K 0.01% 1053
2023
Q3 		$16.3M Buy
+892,517
New +$16.7M 0.01% 1080

Other funds holding BSVO

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
SIMC
Squire Investment Management Company Orem, Utah $360M AUM 21.71% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Envestnet Asset Management's BSVO Position: Q1 2026 in Review

Envestnet Asset Management reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 0.13% in Q1 2026, selling an estimated $38.8K and leaving 1,151,327 shares worth $29.2M. The position accounts for 0.01% of the portfolio, ranked #1093.

Envestnet Asset Management first reported a position in BSVO in Q3 2023 and has held it in 11 quarters since. 121 funds tracked by Wall St. Rank hold BSVO as of Q1 2026.

  • Envestnet Asset Management held 1,151,327 shares of EA Bridgeway Omni Small-Cap Value ETF worth $29.2M as of Q1 2026.
  • Envestnet Asset Management sold 1,536 EA Bridgeway Omni Small-Cap Value ETF shares in Q1 2026, an estimated $38.8K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1093 holding.
  • Envestnet Asset Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
  • 121 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.