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EA Bridgeway Omni Small-Cap Value ETF
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Overview Fund Activity

94 hedge funds and large institutions have $1.3B invested in EA Bridgeway Omni Small-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
1.28%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
7
Increased
28
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$13.3M
2
HWA
HMV Wealth Advisors
Louisiana
+$4.07M
3
BMWS
Brady Martz Wealth Solutions
North Dakota
+$3.2M
4
PWP
Parkwoods Wealth Partners
New York
+$2.27M
5
PCM
Peirce Capital Management
Texas
+$2.04M

Top Sellers

1
HIGP
Hill Investment Group Partners
Missouri
-$22.2M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$9.09M
3
KAM
KEB Asset Management
Illinois
-$3.93M
4
PAS
Park Avenue Securities
New York
-$2.46M
5
KAM
Kraft Asset Management
Tennessee
-$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
26
Northwest Wealth Management
Iowa
$3.64M +$610K +31,394 +20%
EAM
27
Evanson Asset Management
California
$3.62M – – –
RCM
28
RB Capital Management
Nevada
$2.83M +$230K +11,848 +9%
JTWM
29
Jackson Thornton Wealth Management
Alabama
$2.78M +$3.3K +186 +0.1%
BAM
30
Bayshore Asset Management
Florida
$2.65M +$137K +7,045 +5%
DWA
31
Delap Wealth Advisory
Oregon
$2.55M +$74.4K +3,825 +3%
BFG
32
Berger Financial Group
Minnesota
$2.45M – – –
IA
33
IFG Advisors
Missouri
$2.3M – – –
PWP
34
Parkwoods Wealth Partners
New York
$2.27M +$2.27M +116,898 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$2.25M -$60K -3,088 -3%
CWA
36
CogentBlue Wealth Advisors
Tennessee
$2.2M +$205K +10,543 +10%
MGIA
37
Moneta Group Investment Advisors
Missouri
$2.07M -$31.1K -1,601 -1%
LPL Financial
38
LPL Financial
California
$1.97M +$76.8K +3,952 +4%
CPA
39
Capital Performance Advisors
California
$1.88M +$57.1K +2,937 +3%
PWM
40
PBMares Wealth Management
Virginia
$1.48M – – –
IWS
41
Integrity Wealth Solutions
Colorado
$1.36M -$5.07K -261 -0.4%
WW
42
Waterfront Wealth
Kansas
$1.07M – – –
MW
43
Marcum Wealth
Ohio
$1.01M – – –
BP
44
Ballentine Partners
Massachusetts
$958K – – –
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$931K -$952K -48,988 -51%
CHJWM
46
Carlton Hofferkamp & Jenks Wealth Management
Texas
$920K -$74.9K -4,289 -8%
SP
47
Symmetry Partners
Connecticut
$873K – – –
SC
48
Savant Capital
Illinois
$848K – – –
KF
49
Krilogy Financial
Missouri
$840K – – –
BHWM
50
Beaird Harris Wealth Management
Texas
$789K – – –
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