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Prism Planning Partners’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Prism Planning Partners’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 		$5.93M Buy
203,141
+3,443
+2% +$94.9K 6.28% 5
2026
Q1 		$5.07M Buy
199,698
+7,716
+4% +$195K 5.99% 6
2025
Q4 		$4.47M Buy
+191,982
New +$4.4M 5.02% 6

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

Prism Planning Partners's BSVO Position: Q2 2026 in Review

Prism Planning Partners increased its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 1.7% in Q2 2026, buying an estimated $94.9K and bringing the position to 203,141 shares worth $5.93M. The position accounts for 6.28% of the portfolio, ranked #5.

Prism Planning Partners first reported a position in BSVO in Q4 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Prism Planning Partners held 203,141 shares of EA Bridgeway Omni Small-Cap Value ETF worth $5.93M as of Q2 2026.
  • Prism Planning Partners bought 3,443 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $94.9K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 6.28% of Prism Planning Partners's portfolio in Q2 2026, its #5 holding.
  • Prism Planning Partners first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Prism Planning Partners's 13F filing for Q2 2026, filed 23 Jul 2026.