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Peirce Capital Management’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Peirce Capital 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 		$28.4M Sell
972,972
-844,545
-46% -$23.3M 10.41% 2
2026
Q1 		$46.1M Sell
1,817,517
-16,488
-0.9% -$417K 18.04% 1
2025
Q4 		$42.7M Buy
1,834,005
+2,015
+0.1% +$46.2K 17.01% 1
2025
Q3 		$41.5M Buy
1,831,990
+64,392
+4% +$1.41M 17.25% 1
2025
Q2 		$36M Buy
1,767,598
+64,755
+4% +$1.24M 15.97% 1
2025
Q1 		$33.1M Buy
1,702,843
+105,031
+7% +$2.2M 16.38% 1
2024
Q4 		$34.6M Buy
1,597,812
+38,148
+2% +$858K 17.75% 1
2024
Q3 		$34.5M Sell
1,559,664
-5,404
-0.3% -$116K 17.3% 1
2024
Q2 		$31.9M Buy
1,565,068
+127,762
+9% +$2.62M 16.88% 1
2024
Q1 		$30.6M Buy
1,437,306
+92,109
+7% +$1.88M 16.78% 1
2023
Q4 		$28.3M Buy
+1,345,197
New +$25.3M 17.07% 1

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
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

Peirce Capital Management's BSVO Position: Q2 2026 in Review

Peirce Capital Management reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 46% in Q2 2026, selling an estimated $23.3M and leaving 972,972 shares worth $28.4M. The position accounts for 10.41% of the portfolio, ranked #2.

Peirce Capital Management first reported a position in BSVO in Q4 2023 and has held it in 11 quarters since. The position peaked at $46.1M in Q1 2026. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Peirce Capital Management held 972,972 shares of EA Bridgeway Omni Small-Cap Value ETF worth $28.4M as of Q2 2026.
  • Peirce Capital Management sold 844,545 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $23.3M.
  • EA Bridgeway Omni Small-Cap Value ETF made up 10.41% of Peirce Capital Management's portfolio in Q2 2026, its #2 holding.
  • Peirce Capital Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Peirce Capital Management's EA Bridgeway Omni Small-Cap Value ETF position peaked at $46.1M in Q1 2026.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Peirce Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.