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

HighTower 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 Q2	$412K	Buy	14,099 +160	+1%	+$4.41K	﹤0.01%	2921
2026 Q1	$354K	Hold	13,939	–	–	﹤0.01%	3012
2025 Q4	$325K	Sell	13,939 -5,344	-28%	-$123K	﹤0.01%	2982
2025 Q3	$437K	Sell	19,283 -224	-1%	-$4.91K	﹤0.01%	2720
2025 Q2	$398K	Sell	19,507 -11,940	-38%	-$228K	﹤0.01%	2713
2025 Q1	$611K	Sell	31,447 -1,493	-5%	-$31.3K	﹤0.01%	2303
2024 Q4	$713K	Buy	32,940 +4,139	+14%	+$93.1K	﹤0.01%	2206
2024 Q3	$636K	Buy	28,801 +2,044	+8%	+$43.9K	﹤0.01%	2222
2024 Q2	$544K	Buy	+26,757	New	+$548K	﹤0.01%	2255

Other funds holding BSVO

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

Claris Advisors St. Louis, Missouri $383M AUM 27.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCM

Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return

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

CWMA

Capstone Wealth Management (Alabama) Tuscaloosa, Alabama $216M AUM 32.76% 1-Year Est. Return

HighTower Advisors's BSVO Position: Q2 2026 in Review

HighTower Advisors increased its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 1.1% in Q2 2026, buying an estimated $4.41K and bringing the position to 14,099 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #2921.

HighTower Advisors first reported a position in BSVO in Q2 2024 and has held it in 9 quarters since. The position peaked at $713K in Q4 2024. 88 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

HighTower Advisors held 14,099 shares of EA Bridgeway Omni Small-Cap Value ETF worth $412K as of Q2 2026.
HighTower Advisors bought 160 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $4.41K.
EA Bridgeway Omni Small-Cap Value ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2921 holding.
HighTower Advisors first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
HighTower Advisors's EA Bridgeway Omni Small-Cap Value ETF position peaked at $713K in Q4 2024.
88 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.