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Ritholtz Wealth Management’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Ritholtz Wealth 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 		$234K Hold
8,028
– – ﹤0.01% 1177
2026
Q1 		$204K Buy
+8,028
New +$203K ﹤0.01% 1127

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

Ritholtz Wealth Management's BSVO Position: Q2 2026 in Review

Ritholtz Wealth Management held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q2 2026 at 8,028 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Ritholtz Wealth Management first reported a position in BSVO in Q1 2026 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Ritholtz Wealth Management held 8,028 shares of EA Bridgeway Omni Small-Cap Value ETF worth $234K as of Q2 2026.
  • Ritholtz Wealth Management 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 Ritholtz Wealth Management's portfolio in Q2 2026, its #1177 holding.
  • Ritholtz Wealth Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.