LPL Financial
BSVO icon

LPL Financial’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

LPL Financial’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 		$4.41M Buy
151,029
+39,335
+35% +$1.08M ﹤0.01% 2913
2026
Q1 		$2.83M Buy
111,694
+4,675
+4% +$118K ﹤0.01% 3179
2025
Q4 		$2.49M Sell
107,019
-1,539
-1% -$35.3K ﹤0.01% 3184
2025
Q3 		$2.46M Buy
108,558
+5,381
+5% +$118K ﹤0.01% 3130
2025
Q2 		$2.1M Buy
103,177
+1,836
+2% +$35.1K ﹤0.01% 3073
2025
Q1 		$1.97M Buy
101,341
+3,952
+4% +$82.9K ﹤0.01% 2977
2024
Q4 		$2.11M Buy
97,389
+80,089
+463% +$1.8M ﹤0.01% 2815
2024
Q3 		$382K Buy
17,300
+1,400
+9% +$30.1K ﹤0.01% 4238
2024
Q2 		$324K Hold
15,900
– – ﹤0.01% 4208
2024
Q1 		$338K Buy
15,900
+617
+4% +$12.6K ﹤0.01% 4104
2023
Q4 		$321K Buy
15,283
+907
+6% +$17.1K ﹤0.01% 4034
2023
Q3 		$263K Sell
14,376
-300
-2% -$5.61K ﹤0.01% 4033
2023
Q2 		$262K Hold
14,676
– – ﹤0.01% 3966
2023
Q1 		$257K Buy
+14,676
New +$254K ﹤0.01% 3860

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

LPL Financial's BSVO Position: Q2 2026 in Review

LPL Financial increased its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 35% in Q2 2026, buying an estimated $1.08M and bringing the position to 151,029 shares worth $4.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2913.

LPL Financial first reported a position in BSVO in Q1 2023 and has held it in 14 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • LPL Financial held 151,029 shares of EA Bridgeway Omni Small-Cap Value ETF worth $4.41M as of Q2 2026.
  • LPL Financial bought 39,335 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $1.08M.
  • EA Bridgeway Omni Small-Cap Value ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2913 holding.
  • LPL Financial first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.