EWA
BSVO icon

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

EverSource Wealth 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
Q2 		$19.7M Buy
674,171
+26,773
+4% +$738K 0.66% 36
2026
Q1 		$16.4M Buy
647,398
+24,587
+4% +$622K 0.5% 42
2025
Q4 		$14.5M Buy
622,811
+5,741
+0.9% +$132K 0.53% 46
2025
Q3 		$14M Buy
617,070
+7,792
+1% +$171K 0.55% 43
2025
Q2 		$12.4M Buy
609,278
+10,159
+2% +$194K 0.56% 41
2025
Q1 		$11.6M Buy
599,119
+21,476
+4% +$451K 0.64% 33
2024
Q4 		$12.5M Buy
577,643
+13,388
+2% +$301K 0.7% 31
2024
Q3 		$12.5M Buy
564,255
+1,433
+0.3% +$30.8K 0.79% 28
2024
Q2 		$12.9M Sell
562,822
-7,141
-1% -$146K 0.86% 26
2024
Q1 		$11.4M Buy
569,963
+14,791
+3% +$301K 0.89% 24
2023
Q4 		$11.7M Buy
555,172
+8,767
+2% +$165K 1.07% 17
2023
Q3 		$9.98M Buy
546,405
+9,008
+2% +$168K 1.06% 18
2023
Q2 		$9.58M Buy
537,397
+43,351
+9% +$741K 1.06% 16
2023
Q1 		$8.66M Buy
+494,046
New +$8.53M 1.08% 16

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 22.96% 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

EverSource Wealth Advisors's BSVO Position: Q2 2026 in Review

EverSource Wealth Advisors increased its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 4.1% in Q2 2026, buying an estimated $738K and bringing the position to 674,171 shares worth $19.7M. The position accounts for 0.66% of the portfolio, ranked #36.

EverSource Wealth Advisors first reported a position in BSVO in Q1 2023 and has held it in 14 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • EverSource Wealth Advisors held 674,171 shares of EA Bridgeway Omni Small-Cap Value ETF worth $19.7M as of Q2 2026.
  • EverSource Wealth Advisors bought 26,773 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $738K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.66% of EverSource Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • EverSource Wealth Advisors first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.