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IEQ Capital’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

IEQ Capital’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 		$2.32M Buy
79,359
+6,830
+9% +$188K 0.01% 754
2026
Q1 		$1.84M Hold
72,529
– – 0.01% 797
2025
Q4 		$1.69M Hold
72,529
– – 0.01% 853
2025
Q3 		$1.64M Hold
72,529
– – 0.01% 829
2025
Q2 		$1.48M Buy
+72,529
New +$1.39M 0.01% 734

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

IEQ Capital's BSVO Position: Q2 2026 in Review

IEQ Capital increased its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 9.4% in Q2 2026, buying an estimated $188K and bringing the position to 79,359 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #754.

IEQ Capital first reported a position in BSVO in Q2 2025 and has held it in 5 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • IEQ Capital held 79,359 shares of EA Bridgeway Omni Small-Cap Value ETF worth $2.32M as of Q2 2026.
  • IEQ Capital bought 6,830 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $188K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #754 holding.
  • IEQ Capital first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.