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Kaufman Rossin Wealth’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Kaufman Rossin Wealth’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 		$40.5M Buy
1,408,620
+131,854
+10% +$3.64M 19.19% 1
2026
Q1 		$32.4M Buy
1,276,766
+36,042
+3% +$911K 18.57% 1
2025
Q4 		$28.9M Sell
1,240,724
-8,978
-0.7% -$206K 15.05% 1
2025
Q3 		$28.3M Buy
1,249,702
+81,269
+7% +$1.78M 15.5% 1
2025
Q2 		$23.8M Buy
1,168,433
+168,728
+17% +$3.22M 15.07% 1
2025
Q1 		$19.4M Sell
999,705
-519
-0.1% -$10.9K 13.89% 1
2024
Q4 		$21.7M Buy
+1,000,224
New +$22.5M 22.29% 1

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

Kaufman Rossin Wealth's BSVO Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 10% in Q2 2026, buying an estimated $3.64M and bringing the position to 1,408,620 shares worth $40.5M. The position accounts for 19.19% of the portfolio, ranked #1.

Kaufman Rossin Wealth first reported a position in BSVO in Q4 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Kaufman Rossin Wealth held 1,408,620 shares of EA Bridgeway Omni Small-Cap Value ETF worth $40.5M as of Q2 2026.
  • Kaufman Rossin Wealth bought 131,854 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $3.64M.
  • EA Bridgeway Omni Small-Cap Value ETF made up 19.19% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #1 holding.
  • Kaufman Rossin Wealth first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.