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

Mariner’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 		$4.25M Buy
167,507
+119,697
+250% +$3.03M 0.01% 1120
2025
Q4 		$1.11M Buy
47,810
+20
+0% +$459 ﹤0.01% 1874
2025
Q3 		$1.08M Buy
47,790
+10,350
+28% +$227K ﹤0.01% 1842
2025
Q2 		$763K Hold
37,440
– – ﹤0.01% 1999
2025
Q1 		$728K Hold
37,440
– – ﹤0.01% 1905
2024
Q4 		$811K Sell
37,440
-640
-2% -$14.4K ﹤0.01% 1801
2024
Q3 		$841K Sell
38,080
-708
-2% -$15.2K ﹤0.01% 1741
2024
Q2 		$790K Buy
+38,788
New +$794K ﹤0.01% 1678

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 $174M AUM 31.63% 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