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Focus Partners Advisor Solutions’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Focus Partners Advisor Solutions’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 		$616M Buy
21,101,929
+966,354
+5% +$26.6M 5.22% 3
2026
Q1 		$511M Buy
20,135,575
+505,173
+3% +$12.8M 5.15% 3
2025
Q4 		$457M Buy
19,630,402
+4,251,642
+28% +$97.5M 5.61% 3
2025
Q3 		$348M Sell
15,378,760
-2,253,915
-13% -$49.4M 3.95% 5
2025
Q2 		$359M Sell
17,632,675
-49,113
-0.3% -$938K 4.8% 3
2025
Q1 		$344M Buy
17,681,788
+683,935
+4% +$14.4M 5.22% 3
2024
Q4 		$368M Buy
16,997,853
+2,852,350
+20% +$64.1M 6.21% 3
2024
Q3 		$312M Buy
14,145,503
+656,128
+5% +$14.1M 6.58% 3
2024
Q2 		$275M Buy
13,489,375
+1,348,670
+11% +$27.6M 7.21% 3
2024
Q1 		$258M Buy
12,140,705
+6,689,866
+123% +$136M 7.46% 3
2023
Q4 		$115M Sell
5,450,839
-1,907,754
-26% -$35.9M 5.49% 4
2023
Q3 		$134M Buy
7,358,593
+1,913,774
+35% +$35.8M 6.52% 4
2023
Q2 		$97.1M Buy
5,444,819
+855,167
+19% +$14.6M 5.4% 6
2023
Q1 		$80.5M Buy
+4,589,652
New +$79.3M 5.2% 5

Other funds holding BSVO

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

Focus Partners Advisor Solutions's BSVO Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 4.8% in Q2 2026, buying an estimated $26.6M and bringing the position to 21,101,929 shares worth $616M. The position accounts for 5.22% of the portfolio, ranked #3.

Focus Partners Advisor Solutions 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.

  • Focus Partners Advisor Solutions held 21,101,929 shares of EA Bridgeway Omni Small-Cap Value ETF worth $616M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 966,354 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $26.6M.
  • EA Bridgeway Omni Small-Cap Value ETF made up 5.22% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #3 holding.
  • Focus Partners Advisor Solutions 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 Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.