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

Rockefeller 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 		$17.2K Buy
+589
New +$16.2K ﹤0.01% 3784

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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

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

Rockefeller Capital Management opened a new position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q2 2026: 589 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #3784 among its holdings.

141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Rockefeller Capital Management held 589 shares of EA Bridgeway Omni Small-Cap Value ETF worth $17.2K as of Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF was a new Rockefeller Capital Management position in Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3784 holding.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.