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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 %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$599M -$9.09M -467,383 -1%
FPAS
2
Focus Partners Advisor Solutions
Missouri
$344M +$13.3M +683,935 +4%
KAM
3
KEB Asset Management
Illinois
$36.1M -$3.93M -202,062 -10%
CA
4
Claris Advisors
Missouri
$34.1M +$206K +10,615 +0.6%
PCM
5
Peirce Capital Management
Texas
$33.1M +$2.04M +105,031 +7%
SIMC
6
Squire Investment Management Company
Utah
$22M +$1.96M +100,592 +10%
KRW
7
Kaufman Rossin Wealth
Florida
$19.4M -$10.1K -519 -0.1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$19M -$2.03M -104,656 -10%
FFM
9
Forum Financial Management
Illinois
$13M +$95.2K +4,898 +0.7%
EWA
10
EverSource Wealth Advisors
Alabama
$11.6M +$417K +21,476 +4%
GC
11
Gibson Capital
Pennsylvania
$11.2M +$709K +36,467 +7%
CWMA
12
Capstone Wealth Management (Alabama)
Alabama
$11M +$272K +14,004 +3%
BFA
13
Benningfield Financial Advisors
California
$10.8M -$255K -13,129 -2%
AF
14
Allworth Financial
California
$10.1M +$1.54M +83,665 +18%
FF
15
Friday Financial
Iowa
$8.68M +$1.48M +74,937 +21%
HWA
16
HMV Wealth Advisors
Louisiana
$8.1M +$4.07M +209,553 +101%
DWM
17
Dopkins Wealth Management
New York
$6.76M +$316K +16,232 +5%
LFA
18
Lauterbach Financial Advisors
Texas
$6.75M +$26.5K +1,365 +0.4%
BMWS
19
Brady Martz Wealth Solutions
North Dakota
$6.3M +$3.2M +164,630 +103%
AQR Capital Management
20
AQR Capital Management
Connecticut
$5.98M +$1.62M +83,532 +37%
JWM
21
JDH Wealth Management
California
$5.81M -$105K -5,422 -2%
HIGP
22
Hill Investment Group Partners
Missouri
$4.73M -$22.2M -1,143,029 -82%
KAM
23
Kraft Asset Management
Tennessee
$3.84M -$2.37M -121,836 -38%
Two Sigma Investments
24
Two Sigma Investments
New York
$3.76M +$412K +21,200 +12%
PAG
25
Poinciana Advisors Group
Florida
$3.75M -$27.2K -1,400 -0.7%
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