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

Plancorp LLC’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 		$364K Hold
12,544
– – 0.01% 300
2026
Q1 		$331K Hold
12,544
– – 0.01% 272
2025
Q4 		$292K Hold
12,544
– – 0.01% 292
2025
Q3 		$284K Hold
12,544
– – 0.01% 307
2025
Q2 		$256K Sell
12,544
-241
-2% -$4.6K 0.01% 321
2025
Q1 		$249K Hold
12,785
– – 0.01% 313
2024
Q4 		$277K Hold
12,785
– – 0.01% 262
2024
Q3 		$282K Hold
12,785
– – 0.01% 260
2024
Q2 		$260K Hold
12,785
– – 0.01% 255
2024
Q1 		$272K Hold
12,785
– – 0.01% 248
2023
Q4 		$269K Hold
12,785
– – 0.01% 229
2023
Q3 		$234K Hold
12,785
– – 0.01% 229
2023
Q2 		$228K Hold
12,785
– – 0.01% 222
2023
Q1 		$224K Buy
+12,785
New +$221K 0.01% 233

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
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

Plancorp LLC's BSVO Position: Q2 2026 in Review

Plancorp LLC held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q2 2026 at 12,544 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #300.

Plancorp LLC first reported a position in BSVO in Q1 2023 and has held it in 14 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Plancorp LLC held 12,544 shares of EA Bridgeway Omni Small-Cap Value ETF worth $364K as of Q2 2026.
  • Plancorp LLC left its EA Bridgeway Omni Small-Cap Value ETF share count unchanged in Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #300 holding.
  • Plancorp LLC first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.