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 Q3	$3.95M	Sell	141,142 -9,887	-7%	-$290K	﹤0.01%	3077
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

Squire Investment Management Company Orem, Utah $428M AUM 16.83% 1-Year Est. Return

Kaufman Rossin Wealth Miami, Florida $247M AUM 26.13% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Peirce Capital Management The Woodlands, Texas $272M AUM 16.4% 1-Year Est. Return

Brady Martz Wealth Solutions Grand Forks, North Dakota $676M AUM 15.8% 1-Year Est. Return

CWMA

Capstone Wealth Management (Alabama) Tuscaloosa, Alabama $216M AUM 24.8% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

HMV Wealth Advisors Shreveport, Louisiana $264M AUM 18.04% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LPL Financial's BSVO Position: Q3 2026 in Review

LPL Financial reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 6.5% in Q3 2026, selling an estimated $290K and leaving 141,142 shares worth $3.95M. The position accounts for ﹤0.01% of the portfolio, ranked #3077.

LPL Financial first reported a position in BSVO in Q1 2023 and has held it in 15 quarters since. The position peaked at $4.41M in Q2 2026. 86 funds tracked by Wall St. Rank hold BSVO as of Q3 2026.

LPL Financial held 141,142 shares of EA Bridgeway Omni Small-Cap Value ETF worth $3.95M as of Q3 2026.
LPL Financial sold 9,887 EA Bridgeway Omni Small-Cap Value ETF shares in Q3 2026, an estimated $290K.
EA Bridgeway Omni Small-Cap Value ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3077 holding.
LPL Financial first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 15 quarters since.
LPL Financial's EA Bridgeway Omni Small-Cap Value ETF position peaked at $4.41M in Q2 2026.
86 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.