Friday Financial’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Friday Financial’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	$27.3M	Buy	966,800 +156,424	+19%	+$4.58M	5.4%	3
2026 Q2	$23.3M	Buy	810,376 +39,431	+5%	+$1.09M	6.24%	3
2026 Q1	$19.6M	Buy	770,945 +58,782	+8%	+$1.49M	6.74%	2
2025 Q4	$16.6M	Buy	712,163 +138,940	+24%	+$3.19M	5.85%	3
2025 Q3	$13M	Buy	573,223 +73,612	+15%	+$1.61M	5.44%	3
2025 Q2	$10.2M	Buy	499,611 +59,688	+14%	+$1.14M	5.18%	3
2025 Q1	$8.68M	Buy	439,923 +74,937	+21%	+$1.57M	5.19%	4
2024 Q4	$7.9M	Buy	+364,986	New	+$8.21M	5.44%	3

Other funds holding BSVO

Kaufman Rossin Wealth Miami, Florida $247M AUM 26.13% 1-Year Est. Return

Peirce Capital Management The Woodlands, Texas $272M AUM 16.4% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

JDH Wealth Management Santa Rosa, California $165M AUM 19.09% 1-Year Est. Return

Lauterbach Financial Advisors El Paso, Texas $235M AUM 18.62% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Cogent Strategic Wealth Chicago, Illinois $105M AUM 20.44% 1-Year Est. Return

Delap Wealth Advisory Lake Oswego, Oregon $291M AUM 14.74% 1-Year Est. Return

CogentBlue Wealth Advisors Knoxville, Tennessee $108M AUM 22.99% 1-Year Est. Return

Friday Financial's BSVO Position: Q3 2026 in Review

Friday Financial increased its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 19% in Q3 2026, buying an estimated $4.58M and bringing the position to 966,800 shares worth $27.3M. The position accounts for 5.4% of the portfolio, ranked #3.

Friday Financial first reported a position in BSVO in Q4 2024 and has held it in 8 quarters since. 42 funds tracked by Wall St. Rank hold BSVO as of Q3 2026.

Friday Financial held 966,800 shares of EA Bridgeway Omni Small-Cap Value ETF worth $27.3M as of Q3 2026.
Friday Financial bought 156,424 EA Bridgeway Omni Small-Cap Value ETF shares in Q3 2026, an estimated $4.58M.
EA Bridgeway Omni Small-Cap Value ETF made up 5.4% of Friday Financial's portfolio in Q3 2026, its #3 holding.
Friday Financial first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
42 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.