Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Northwestern Mutual Wealth Management’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 		$230K Buy
7,880
+3,260
+71% +$89.9K ﹤0.01% 1940
2026
Q1 		$117K Hold
4,620
– – ﹤0.01% 2113
2025
Q4 		$108K Hold
4,620
– – ﹤0.01% 2106
2025
Q3 		$105K Hold
4,620
– – ﹤0.01% 2025
2025
Q2 		$94.2K Sell
4,620
-1,525
-25% -$29.1K ﹤0.01% 2019
2025
Q1 		$119K Sell
6,145
-7,870
-56% -$165K ﹤0.01% 1862
2024
Q4 		$303K Sell
14,015
-7,394
-35% -$166K ﹤0.01% 1494
2024
Q3 		$473K Sell
21,409
-9,837
-31% -$211K ﹤0.01% 1320
2024
Q2 		$637K Buy
31,246
+6,435
+26% +$132K ﹤0.01% 1174
2024
Q1 		$528K Sell
24,811
-1,226
-5% -$25K ﹤0.01% 1228
2023
Q4 		$547K Buy
+26,037
New +$490K ﹤0.01% 1168
2023
Q3 		– Sell
-2,510
Closed -$44.8K – 3307
2023
Q2 		$44.8K Buy
+2,510
New +$42.9K ﹤0.01% 2024

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 22.9% 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

Northwestern Mutual Wealth Management's BSVO Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 71% in Q2 2026, buying an estimated $89.9K and bringing the position to 7,880 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

Northwestern Mutual Wealth Management first reported a position in BSVO in Q2 2023 and has held it in 12 quarters since. The position peaked at $637K in Q2 2024. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Northwestern Mutual Wealth Management held 7,880 shares of EA Bridgeway Omni Small-Cap Value ETF worth $230K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 3,260 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $89.9K.
  • EA Bridgeway Omni Small-Cap Value ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1940 holding.
  • Northwestern Mutual Wealth Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
  • Northwestern Mutual Wealth Management's EA Bridgeway Omni Small-Cap Value ETF position peaked at $637K in Q2 2024.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.