Raymond James Financial
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Raymond James Financial’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Raymond James Financial’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
Q1 		$352K Hold
13,893
– – ﹤0.01% 4579
2025
Q4 		$324K Buy
13,893
+68
+0.5% +$1.56K ﹤0.01% 4525
2025
Q3 		$313K Buy
13,825
+919
+7% +$20.2K ﹤0.01% 4385
2025
Q2 		$263K Buy
+12,906
New +$247K ﹤0.01% 4374

Other funds holding BSVO

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 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 $218B AUM 29.41% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

Raymond James Financial's BSVO Position: Q1 2026 in Review

Raymond James Financial held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q1 2026 at 13,893 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #4579.

Raymond James Financial first reported a position in BSVO in Q2 2025 and has held it in 4 quarters since. 121 funds tracked by Wall St. Rank hold BSVO as of Q1 2026.

  • Raymond James Financial held 13,893 shares of EA Bridgeway Omni Small-Cap Value ETF worth $352K as of Q1 2026.
  • Raymond James Financial left its EA Bridgeway Omni Small-Cap Value ETF share count unchanged in Q1 2026.
  • EA Bridgeway Omni Small-Cap Value ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4579 holding.
  • Raymond James Financial first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 121 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.