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EA Bridgeway Omni Small-Cap Value ETF
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Overview Fund Activity

96 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 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
1.29%
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
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$9.04M
2
BMWS
Brady Martz Wealth Solutions
North Dakota
+$6.56M
3
SIMC
Squire Investment Management Company
Utah
+$5.33M
4
KRW
Kaufman Rossin Wealth
Florida
+$3.44M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.89M

Top Sellers

1
CA
Claris Advisors
Missouri
-$11.5M
2
AF
Allworth Financial
California
-$5.48M
3
KAM
KEB Asset Management
Illinois
-$4.25M
4
Two Sigma Investments
Two Sigma Investments
New York
-$3.76M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
26
Delap Wealth Advisory
Oregon
$4.36M +$1.69M +82,863 +63%
KAM
27
Kraft Asset Management
Tennessee
$3.33M -$693K -33,986 -17%
JTWM
28
Jackson Thornton Wealth Management
Alabama
$3.32M -$33K -1,541 -1%
RCM
29
RB Capital Management
Nevada
$3.3M +$335K +16,418 +11%
BAM
30
Bayshore Asset Management
Florida
$2.87M +$95.7K +4,698 +3%
CWA
31
CogentBlue Wealth Advisors
Tennessee
$2.8M +$501K +24,573 +22%
PAS
32
Park Avenue Securities
New York
$2.79M +$2.79M +137,043 New
BFG
33
Berger Financial Group
Minnesota
$2.57M – – –
IA
34
IFG Advisors
Missouri
$2.41M – – –
PWP
35
Parkwoods Wealth Partners
New York
$2.41M +$25.7K +1,262 +1%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$2.12M -$240K -11,784 -10%
LPL Financial
37
LPL Financial
California
$2.1M +$37.4K +1,836 +2%
CPA
38
Capital Performance Advisors
California
$2.1M +$130K +6,401 +7%
CRC
39
Curi RMB Capital
Illinois
$1.88M +$1.88M +92,206 New
MGIA
40
Moneta Group Investment Advisors
Missouri
$1.69M -$480K -23,573 -22%
PWM
41
PBMares Wealth Management
Virginia
$1.55M – – –
IC
42
IEQ Capital
California
$1.48M +$1.48M +72,529 New
IWS
43
Integrity Wealth Solutions
Colorado
$1.44M +$14.9K +733 +1%
WW
44
Waterfront Wealth
Kansas
$1.13M – – –
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$1.11M +$1.11M +51,758 New
CHJWM
46
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.1M – – –
BP
47
Ballentine Partners
Massachusetts
$1M – – –
SP
48
Symmetry Partners
Connecticut
$915K – – –
KF
49
Krilogy Financial
Missouri
$881K – – –
SC
50
Savant Capital
Illinois
$841K -$47.7K -2,341 -5%
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