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Squire Investment Management Company’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Squire Investment Management Company’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 		$50.1M Buy
1,716,530
+9,321
+0.5% +$257K 12.06% 2
2026
Q1 		$43.3M Buy
1,707,209
+153,356
+10% +$3.88M 12.04% 2
2025
Q4 		$36.2M Buy
1,553,853
+87,358
+6% +$2M 10.96% 2
2025
Q3 		$33.2M Buy
1,466,495
+73,194
+5% +$1.61M 10.82% 2
2025
Q2 		$28.4M Buy
1,393,301
+261,404
+23% +$4.99M 10.46% 2
2025
Q1 		$22M Buy
1,131,897
+100,592
+10% +$2.11M 9.17% 4
2024
Q4 		$22.3M Buy
1,031,305
+136,094
+15% +$3.06M 9.82% 4
2024
Q3 		$19.8M Buy
895,211
+82,434
+10% +$1.77M 9.4% 3
2024
Q2 		$16.6M Buy
812,777
+157,765
+24% +$3.23M 9.39% 4
2024
Q1 		$13.9M Buy
655,012
+199,736
+44% +$4.07M 8.78% 3
2023
Q4 		$9.57M Buy
+455,276
New +$8.57M 7.79% 3

Other funds holding BSVO

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
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
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return
CWMA
Capstone Wealth Management (Alabama) Tuscaloosa, Alabama $216M AUM 32.76% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
HWA
HMV Wealth Advisors Shreveport, Louisiana $257M AUM 26.62% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Squire Investment Management Company's BSVO Position: Q2 2026 in Review

Squire Investment Management Company increased its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 0.55% in Q2 2026, buying an estimated $257K and bringing the position to 1,716,530 shares worth $50.1M. The position accounts for 12.06% of the portfolio, ranked #2.

Squire Investment Management Company first reported a position in BSVO in Q4 2023 and has held it in 11 quarters since. 68 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Squire Investment Management Company held 1,716,530 shares of EA Bridgeway Omni Small-Cap Value ETF worth $50.1M as of Q2 2026.
  • Squire Investment Management Company bought 9,321 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $257K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 12.06% of Squire Investment Management Company's portfolio in Q2 2026, its #2 holding.
  • Squire Investment Management Company first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 68 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.