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EA Bridgeway Omni Small-Cap Value ETF

121 hedge funds and large institutions have $2.05B invested in EA Bridgeway Omni Small-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $1.82B → $2.05B (+$226M)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

2% more funds holding

Funds holding: 119121 (+2)

0.62% more ownership

Funds ownership: 99.38%100% (+0.62%)

8% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 37

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
1.49%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.26%
New
10
Increased
34
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
51
UMB Bank
Missouri
$1.93M +$1.92M +75,990 New
MGIA
52
Moneta Group Investment Advisors
Missouri
$1.91M -$19.5K -770 -1%
IC
53
IEQ Capital
California
$1.84M
IWS
54
Integrity Wealth Solutions
Colorado
$1.81M
WPC
55
Wedmont Private Capital
Pennsylvania
$1.59M -$9.73K -385 -0.6%
CHJWM
56
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.45M
WW
57
Waterfront Wealth
Kansas
$1.4M
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$1.35M -$15K -592 -1%
BP
59
Ballentine Partners
Massachusetts
$1.25M
IFG
60
Independent Financial Group
California
$1.23M +$714K +28,229 +139%
KF
61
Krilogy Financial
Missouri
$1.16M
BAM
62
Belleair Asset Management
Florida
$1.13M +$99.3K +3,926 +10%
RLWM
63
RF&L Wealth Management
Massachusetts
$1.1M +$123K +4,865 +13%
BTWM
64
Baker Tilly Wealth Management
Wisconsin
$1.09M -$507K -20,056 -32%
EWP
65
E-Wealth Partners
Minnesota
$990K -$85.4K -3,376 -8%
SC
66
Savant Capital
Illinois
$985K
DSC
67
Daytona Street Capital
Missouri
$955K +$942K +37,239 New
SP
68
Symmetry Partners
Connecticut
$950K -$32.3K -1,279 -3%
CAM
69
Cresset Asset Management
Illinois
$864K
Creative Planning
70
Creative Planning
Kansas
$815K -$8.29K -328 -1%
DWS
71
Discipline Wealth Solutions
South Carolina
$801K -$17.1K -677 -2%
CL
72
Choreo LLC
Illinois
$720K +$718K +28,389 New
FT
73
Fiduciary Trust
Massachusetts
$679K
SWA
74
Sax Wealth Advisors
New Jersey
$625K
VWA
75
Visionary Wealth Advisors
Illinois
$587K