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

Focus Partners Wealth’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 		$945M Buy
37,257,857
+886,680
+2% +$22.4M 1.05% 15
2025
Q4 		$847M Buy
36,371,177
+1,916,671
+6% +$44M 0.97% 19
2025
Q3 		$780M Buy
34,454,506
+3,193,481
+10% +$70.1M 1.26% 10
2025
Q2 		$637M Buy
31,261,025
+443,552
+1% +$8.47M 1.38% 12
2025
Q1 		$599M Sell
30,817,473
-467,383
-1% -$9.81M 1.5% 8
2024
Q4 		$677M Buy
31,284,856
+1,178,624
+4% +$26.5M 1.76% 7
2024
Q3 		$665M Buy
+30,106,232
New +$647M 2.12% 6

Other funds holding BSVO

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 $334M AUM 22.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $587M AUM 17.88% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Focus Partners Wealth's BSVO Position: Q1 2026 in Review

Focus Partners Wealth increased its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 2.4% in Q1 2026, buying an estimated $22.4M and bringing the position to 37,257,857 shares worth $945M. The position accounts for 1.05% of the portfolio, ranked #15.

Focus Partners Wealth first reported a position in BSVO in Q3 2024 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold BSVO as of Q1 2026.

  • Focus Partners Wealth held 37,257,857 shares of EA Bridgeway Omni Small-Cap Value ETF worth $945M as of Q1 2026.
  • Focus Partners Wealth bought 886,680 EA Bridgeway Omni Small-Cap Value ETF shares in Q1 2026, an estimated $22.4M.
  • EA Bridgeway Omni Small-Cap Value ETF made up 1.05% of Focus Partners Wealth's portfolio in Q1 2026, its #15 holding.
  • Focus Partners Wealth first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 121 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.