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

Symmetry 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 		$993K Sell
34,011
-3,452
-9% -$95.2K 0.05% 86
2026
Q1 		$950K Sell
37,463
-1,279
-3% -$32.3K 0.05% 76
2025
Q4 		$903K Sell
38,742
-5,603
-13% -$129K 0.05% 80
2025
Q3 		$1M Sell
44,345
-573
-1% -$12.6K 0.11% 66
2025
Q2 		$915K Hold
44,918
– – 0.11% 67
2025
Q1 		$873K Hold
44,918
– – 0.12% 67
2024
Q4 		$972K Buy
+44,918
New +$1.01M 0.14% 62

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

Symmetry Partners's BSVO Position: Q2 2026 in Review

Symmetry Partners reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 9.2% in Q2 2026, selling an estimated $95.2K and leaving 34,011 shares worth $993K. The position accounts for 0.05% of the portfolio, ranked #86.

Symmetry Partners first reported a position in BSVO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1M in Q3 2025. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Symmetry Partners held 34,011 shares of EA Bridgeway Omni Small-Cap Value ETF worth $993K as of Q2 2026.
  • Symmetry Partners sold 3,452 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $95.2K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.05% of Symmetry Partners's portfolio in Q2 2026, its #86 holding.
  • Symmetry Partners first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Symmetry Partners's EA Bridgeway Omni Small-Cap Value ETF position peaked at $1M in Q3 2025.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

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