O'Shaughnessy Asset Management
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O'Shaughnessy Asset Management’s EA Bridgeway Ultra-Small Company Market ETF BUSM Stock Holding History

O'Shaughnessy Asset Management’s Portfolio BUSM Stock Details BUSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$341K Buy
+21,707
New +$364K ﹤0.01% 1820

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Bristlecone Value Partners
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Wealthspire Advisors (New York)
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Your Advocates Ltd
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BPI
BFC Planning, Inc. Cedar Rapids, Iowa $2.55B AUM 30.11% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Cozad Asset Management
Cozad Asset Management Champaign, Illinois $1.49B AUM 35.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Tanglewood Legacy Advisors
Tanglewood Legacy Advisors Houston, Texas $309M AUM 16.05% 1-Year Est. Return

O'Shaughnessy Asset Management's BUSM Position: Q3 2026 in Review

O'Shaughnessy Asset Management opened a new position in EA Bridgeway Ultra-Small Company Market ETF (BUSM) in Q3 2026: 21,707 shares worth $341K. The stake represents ﹤0.01% of the portfolio and ranks #1820 among its holdings.

18 funds tracked by Wall St. Rank hold BUSM as of Q3 2026.

  • O'Shaughnessy Asset Management held 21,707 shares of EA Bridgeway Ultra-Small Company Market ETF worth $341K as of Q3 2026.
  • EA Bridgeway Ultra-Small Company Market ETF was a new O'Shaughnessy Asset Management position in Q3 2026.
  • EA Bridgeway Ultra-Small Company Market ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q3 2026, its #1820 holding.
  • 18 funds tracked by Wall St. Rank held EA Bridgeway Ultra-Small Company Market ETF as of Q3 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.