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 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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 $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 $374B AUM 17.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BMWS

Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

Hill Investment Group Partners's BSVO Position: Q1 2026 in Review

Hill Investment Group Partners reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 0.19% in Q1 2026, selling an estimated $10.2K and leaving 215,339 shares worth $5.46M. The position accounts for 0.6% of the portfolio, ranked #16.

Hill Investment Group Partners first reported a position in BSVO in Q1 2023 and has held it in 13 quarters since. The position peaked at $31.9M in Q2 2024. 121 funds tracked by Wall St. Rank hold BSVO as of Q1 2026.

Hill Investment Group Partners held 215,339 shares of EA Bridgeway Omni Small-Cap Value ETF worth $5.46M as of Q1 2026.
Hill Investment Group Partners sold 402 EA Bridgeway Omni Small-Cap Value ETF shares in Q1 2026, an estimated $10.2K.
EA Bridgeway Omni Small-Cap Value ETF made up 0.6% of Hill Investment Group Partners's portfolio in Q1 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 13 quarters since.
Hill Investment Group Partners's EA Bridgeway Omni Small-Cap Value ETF position peaked at $31.9M in Q2 2024.
121 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q1 2026.

Based on Hill Investment Group Partners's 13F filing for Q1 2026, filed 12 May 2026.