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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
BHWM
76
Beaird Harris Wealth Management
Texas
$551K -$477K -18,871 -46%
LWM
77
LJI Wealth Management
Indiana
$515K -$171K -6,756 -25%
MFS
78
Madrid Financial Services
California
$500K +$498K +19,705 New
NA
79
NewEdge Advisors
Louisiana
$479K
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$465K -$34.3K -1,356 -7%
CCWM
81
Cassaday & Co Wealth Management
Virginia
$442K
CAM
82
Clark Asset Management
New Hampshire
$435K +$434K +17,159 New
Pathstone Holdings
83
Pathstone Holdings
New Jersey
$429K
TIAM2
84
Tru Independence Asset Management 2
Oregon
$425K -$28.1K -1,111 -6%
KCA
85
Kilner Capital Advisors
Maryland
$416K
Morgan Stanley
86
Morgan Stanley
New York
$415K +$164K +6,493 +66%
BCWM
87
Bartlett & Co Wealth Management
Ohio
$396K
DFC
88
DBK Financial Counsel
Ohio
$385K
MML Investors Services
89
MML Investors Services
Massachusetts
$373K +$3.79K +150 +1%
HighTower Advisors
90
HighTower Advisors
Illinois
$354K
Raymond James Financial
91
Raymond James Financial
Florida
$352K
PAG
92
Private Advisor Group
New Jersey
$341K -$19.5K -772 -5%
PL
93
Plancorp LLC
Missouri
$331K
ACM
94
Andina Capital Management
Utah
$321K
IWS
95
Intentional Wealth Strategies
Colorado
$316K +$315K +12,454 New
CA
96
COFG Advisors
Illinois
$309K
BP
97
BWM Planning
Texas
$309K
CAG
98
Crestwood Advisors Group
Massachusetts
$281K
BFA
99
Blueprint Financial Advisors
North Carolina
$256K
BIP
100
Blueprint Investment Partners
North Carolina
$256K