Fidelity Investments
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Fidelity Investments’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Fidelity Investments’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 		$103K Hold
3,535
– – ﹤0.01% 3969
2026
Q1 		$89.7K Buy
3,535
+1,657
+88% +$41.9K ﹤0.01% 3835
2025
Q4 		$43.8K Hold
1,878
– – ﹤0.01% 4175
2025
Q3 		$42.5K Hold
1,878
– – ﹤0.01% 4053
2025
Q2 		$38.3K Hold
1,878
– – ﹤0.01% 4019
2025
Q1 		$36.5K Sell
1,878
-1
-0.1% -$21 ﹤0.01% 3991
2024
Q4 		$40.7K Buy
1,879
+1
+0.1% +$22 ﹤0.01% 3941
2024
Q3 		$41.5K Hold
1,878
– – ﹤0.01% 3859
2024
Q2 		$38.3K Hold
1,878
– – ﹤0.01% 3756
2024
Q1 		$39.9K Hold
1,878
– – ﹤0.01% 3691
2023
Q4 		$39.5K Hold
1,878
– – ﹤0.01% 3625
2023
Q3 		$34.3K Hold
1,878
– – ﹤0.01% 3535
2023
Q2 		$33.5K Sell
1,878
-108
-5% -$1.85K ﹤0.01% 3628
2023
Q1 		$34.8K Buy
+1,986
New +$34.3K ﹤0.01% 3607

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

Fidelity Investments's BSVO Position: Q2 2026 in Review

Fidelity Investments held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q2 2026 at 3,535 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #3969.

Fidelity Investments 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.

  • Fidelity Investments held 3,535 shares of EA Bridgeway Omni Small-Cap Value ETF worth $103K as of Q2 2026.
  • Fidelity Investments left its EA Bridgeway Omni Small-Cap Value ETF share count unchanged in Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3969 holding.
  • Fidelity Investments 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 Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.