Farther Finance Advisors
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Farther Finance Advisors’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Farther Finance 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
Q3 		$4.43M Sell
158,452
-23,283
-13% -$682K 0.03% 474
2026
Q2 		$5.3M Sell
181,735
-72
-0% -$1.99K 0.04% 384
2026
Q1 		$4.62M Buy
+181,807
New +$4.6M 0.04% 367

Other funds holding BSVO

FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CWA
CogentBlue Wealth Advisors Knoxville, Tennessee $108M AUM 22.99% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
DFC
DBK Financial Counsel Cuyahoga Falls, Ohio $125M AUM 14.41% 1-Year Est. Return

Farther Finance Advisors's BSVO Position: Q3 2026 in Review

Farther Finance Advisors reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 13% in Q3 2026, selling an estimated $682K and leaving 158,452 shares worth $4.43M. The position accounts for 0.03% of the portfolio, ranked #474.

Farther Finance Advisors first reported a position in BSVO in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.3M in Q2 2026. 16 funds tracked by Wall St. Rank hold BSVO as of Q3 2026.

  • Farther Finance Advisors held 158,452 shares of EA Bridgeway Omni Small-Cap Value ETF worth $4.43M as of Q3 2026.
  • Farther Finance Advisors sold 23,283 EA Bridgeway Omni Small-Cap Value ETF shares in Q3 2026, an estimated $682K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #474 holding.
  • Farther Finance Advisors first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • Farther Finance Advisors's EA Bridgeway Omni Small-Cap Value ETF position peaked at $5.3M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.