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EA Bridgeway Omni Small-Cap Value ETF
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Overview Fund Activity

95 hedge funds and large institutions have $1.38B invested in EA Bridgeway Omni Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.28%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
10
Increased
29
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$637M
2
BMWS
2
Brady Martz Wealth Solutions
North Dakota
$13.2M
3
SIMC
3
Squire Investment Management Company
Utah
$28.4M
4
KRW
4
Kaufman Rossin Wealth
Florida
$23.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.8M

Top Sellers

1
CA
1
Claris Advisors
Missouri
$24.2M
2
AF
2
Allworth Financial
California
$5.69M
3
KAM
3
KEB Asset Management
Illinois
$33.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$359M
Name Market Value Shares Shares
Change 		Shares
Change %
DWA
26
Delap Wealth Advisory
Oregon
$4.36M 214,091 +82,863 +63%
KAM
27
Kraft Asset Management
Tennessee
$3.33M 163,582 -33,986 -17%
JTWM
28
Jackson Thornton Wealth Management
Alabama
$3.32M 155,149 -1,541 -1%
RCM
29
RB Capital Management
Nevada
$3.3M 161,888 +16,418 +11%
BAM
30
Bayshore Asset Management
Florida
$2.87M 141,026 +4,698 +3%
CWA
31
CogentBlue Wealth Advisors
Tennessee
$2.8M 137,541 +24,573 +22%
PAS
32
Park Avenue Securities
New York
$2.79M 137,043 +137,043 New
BFG
33
Berger Financial Group
Minnesota
$2.57M 126,011 – –
IA
34
IFG Advisors
Missouri
$2.41M 118,203 – –
PWP
35
Parkwoods Wealth Partners
New York
$2.41M 118,160 +1,262 +1%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$2.12M 103,858 -11,784 -10%
LPL Financial
37
LPL Financial
California
$2.1M 103,177 +1,836 +2%
CPA
38
Capital Performance Advisors
California
$2.1M 103,069 +6,401 +7%
CRC
39
Curi RMB Capital
Illinois
$1.88M 92,206 +92,206 New
MGIA
40
Moneta Group Investment Advisors
Missouri
$1.69M 83,024 -23,573 -22%
PWM
41
PBMares Wealth Management
Virginia
$1.55M 75,896 – –
IC
42
IEQ Capital
California
$1.48M 72,529 +72,529 New
IWS
43
Integrity Wealth Solutions
Colorado
$1.44M 70,824 +733 +1%
WW
44
Waterfront Wealth
Kansas
$1.13M 55,203 – –
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$1.11M 51,758 +51,758 New
CHJWM
46
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.1M 52,645 – –
BP
47
Ballentine Partners
Massachusetts
$1M 49,265 – –
SP
48
Symmetry Partners
Connecticut
$915K 44,918 – –
KF
49
Krilogy Financial
Missouri
$881K 43,206 – –
SC
50
Savant Capital
Illinois
$841K 41,267 -2,341 -5%
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