IC
BSVO icon

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
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 $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 $360M AUM 21.71% 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 $334M AUM 22.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $587M AUM 17.88% 1-Year Est. Return

IEQ Capital's BSVO Position: Q1 2026 in Review

IEQ Capital held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q1 2026 at 72,529 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #797.

IEQ Capital first reported a position in BSVO in Q2 2025 and has held it in 4 quarters since. 121 funds tracked by Wall St. Rank hold BSVO as of Q1 2026.

  • IEQ Capital held 72,529 shares of EA Bridgeway Omni Small-Cap Value ETF worth $1.84M as of Q1 2026.
  • IEQ Capital left its EA Bridgeway Omni Small-Cap Value ETF share count unchanged in Q1 2026.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #797 holding.
  • IEQ Capital first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 121 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.