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EA Bridgeway Omni Small-Cap Value ETF

119 hedge funds and large institutions have $1.82B invested in EA Bridgeway Omni Small-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

17% more funds holding

Funds holding: 102119 (+17)

16% more capital invested

Capital invested by funds: $1.57B → $1.82B (+$247M)

6.97% more ownership

Funds ownership: 92.4%99.38% (+7%)

Holders
119
Holders Change
+17
Holders Change %
+16.67%
% of All Funds
1.45%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.24%
New
24
Increased
37
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$847M +$44M +1,916,671 +6%
FPAS
2
Focus Partners Advisor Solutions
Missouri
$457M +$97.5M +4,251,642 +28%
PCM
3
Peirce Capital Management
Texas
$42.7M +$46.2K +2,015 +0.1%
KAM
4
KEB Asset Management
Illinois
$37.8M -$202K -8,821 -0.5%
SIMC
5
Squire Investment Management Company
Utah
$36.2M +$2M +87,358 +6%
KRW
6
Kaufman Rossin Wealth
Florida
$28.9M -$206K -8,978 -0.7%
CA
7
Claris Advisors
Missouri
$28.5M +$807K +35,181 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$26.9M +$701K +30,544 +3%
BMWS
9
Brady Martz Wealth Solutions
North Dakota
$16.7M +$771K +33,636 +5%
FF
10
Friday Financial
Iowa
$16.6M +$3.19M +138,940 +24%
CWMA
11
Capstone Wealth Management (Alabama)
Alabama
$16.5M +$106K +4,617 +0.7%
FFM
12
Forum Financial Management
Illinois
$15.3M -$54.4K -2,372 -0.4%
AQR Capital Management
13
AQR Capital Management
Connecticut
$14.6M +$1.87M +81,445 +15%
EWA
14
EverSource Wealth Advisors
Alabama
$14.5M +$132K +5,741 +0.9%
GC
15
Gibson Capital
Pennsylvania
$14.5M +$74.6K +3,252 +0.5%
VWA
16
Vistica Wealth Advisors
California
$14.2M +$14M +608,817 New
HWM
17
HBE Wealth Management
Nebraska
$13.4M +$13.2M +576,334 New
BFA
18
Benningfield Financial Advisors
California
$12.6M -$347K -15,115 -3%
HWA
19
HMV Wealth Advisors
Louisiana
$12.5M +$2.1M +91,408 +20%
DWM
20
Dopkins Wealth Management
New York
$9.17M -$278K -12,127 -3%
JWM
21
JDH Wealth Management
California
$8.9M +$109K +4,773 +1%
LFA
22
Lauterbach Financial Advisors
Texas
$7.89M +$60.6K +2,643 +0.8%
CSW
23
Cogent Strategic Wealth
Illinois
$6.54M +$5.99M +261,105 New
AF
24
Allworth Financial
California
$6M -$228K -9,938 -4%
DWA
25
Delap Wealth Advisory
Oregon
$5.97M +$267K +11,649 +5%