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Hill Investment Group Partners’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Hill Investment Group Partners’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 		$5.98M Sell
204,738
-10,601
-5% -$292K 0.61% 16
2026
Q1 		$5.46M Sell
215,339
-402
-0.2% -$10.2K 0.6% 16
2025
Q4 		$5.03M Sell
215,741
-1,436
-0.7% -$32.9K 0.6% 15
2025
Q3 		$4.92M Sell
217,177
-4,346
-2% -$95.3K 0.6% 15
2025
Q2 		$4.51M Sell
221,523
-21,684
-9% -$414K 0.59% 15
2025
Q1 		$4.73M Sell
243,207
-1,143,029
-82% -$24M 0.65% 16
2024
Q4 		$30M Sell
1,386,236
-24,447
-2% -$550K 4.02% 11
2024
Q3 		$28.6M Hold
1,410,683
– – 3.97% 11
2024
Q2 		$31.9M Sell
1,410,683
-16,623
-1% -$340K 4.29% 11
2024
Q1 		$30.4M Sell
1,427,306
-4,015
-0.3% -$81.8K 4.29% 10
2023
Q4 		$30.1M Sell
1,431,321
-45,991
-3% -$865K 4.43% 10
2023
Q3 		$27M Sell
1,477,312
-1,350
-0.1% -$25.2K 4.49% 9
2023
Q2 		$26.4M Sell
1,478,662
-51,573
-3% -$882K 4.75% 8
2023
Q1 		$26.8M Buy
+1,530,235
New +$26.4M 5.28% 7

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

Hill Investment Group Partners's BSVO Position: Q2 2026 in Review

Hill Investment Group Partners reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 4.9% in Q2 2026, selling an estimated $292K and leaving 204,738 shares worth $5.98M. The position accounts for 0.61% of the portfolio, ranked #16.

Hill Investment Group Partners first reported a position in BSVO in Q1 2023 and has held it in 14 quarters since. The position peaked at $31.9M in Q2 2024. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Hill Investment Group Partners held 204,738 shares of EA Bridgeway Omni Small-Cap Value ETF worth $5.98M as of Q2 2026.
  • Hill Investment Group Partners sold 10,601 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $292K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.61% of Hill Investment Group Partners's portfolio in Q2 2026, its #16 holding.
  • Hill Investment Group Partners first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Hill Investment Group Partners's EA Bridgeway Omni Small-Cap Value ETF position peaked at $31.9M in Q2 2024.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Hill Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.