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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
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$945M +$22.4M +886,680 +2%
FPAS
2
Focus Partners Advisor Solutions
Missouri
$511M +$12.8M +505,173 +3%
PCM
3
Peirce Capital Management
Texas
$46.1M -$417K -16,488 -0.9%
SIMC
4
Squire Investment Management Company
Utah
$43.3M +$3.88M +153,356 +10%
KAM
5
KEB Asset Management
Illinois
$41M -$115K -4,553 -0.3%
KRW
6
Kaufman Rossin Wealth
Florida
$32.4M +$911K +36,042 +3%
CA
7
Claris Advisors
Missouri
$31M +$32.9K +1,300 +0.1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$29.2M -$38.8K -1,536 -0.1%
AQR Capital Management
9
AQR Capital Management
Connecticut
$20.3M +$4.41M +174,308 +28%
BMWS
10
Brady Martz Wealth Solutions
North Dakota
$19.8M +$1.61M +63,528 +9%
FF
11
Friday Financial
Iowa
$19.6M +$1.49M +58,782 +8%
CWMA
12
Capstone Wealth Management (Alabama)
Alabama
$18.2M +$253K +10,025 +1%
EWA
13
EverSource Wealth Advisors
Alabama
$16.4M +$622K +24,587 +4%
FFM
14
Forum Financial Management
Illinois
$16.4M -$265K -10,493 -2%
GC
15
Gibson Capital
Pennsylvania
$15.8M +$24K +951 +0.2%
HWM
16
HBE Wealth Management
Nebraska
$15.7M +$1.07M +42,493 +7%
VWA
17
Vistica Wealth Advisors
California
$14.6M -$799K -31,590 -5%
HWA
18
HMV Wealth Advisors
Louisiana
$13.6M -$21K -830 -0.2%
BFA
19
Benningfield Financial Advisors
California
$13.3M -$480K -19,001 -4%
DWM
20
Dopkins Wealth Management
New York
$10.1M +$113K +4,487 +1%
JWM
21
JDH Wealth Management
California
$9.52M -$165K -6,509 -2%
LFA
22
Lauterbach Financial Advisors
Texas
$8.48M -$104K -4,127 -1%
DWA
23
Delap Wealth Advisory
Oregon
$6.81M +$308K +12,196 +5%
CSW
24
Cogent Strategic Wealth
Illinois
$6.61M -$14K -555 -0.2%
AF
25
Allworth Financial
California
$6.41M -$124K -4,886 -2%