Opus Small Cap Value ETF OSCV
Institutional shares held
21.5 Million
0
calls
0
puts
Total value of holdings
$791M
$0
calls
$0
puts
# of Institutions
71
We take great care to ensure that the data presented and summarized in this overview for OPUS SMALL CAP VALUE ETF is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding OSCV
View all-
Aptus Capital Advisors, LLC5.25MShares$193 Million1.7% of portfolio
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Integrated Wealth Concepts LLC1.97MShares$72.6 Million0.77% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.7MShares$62.8 Million0.02% of portfolio
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Diversified Enterprises, LLC Wilmington, DE1.7MShares$62.7 Million4.38% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC1.48MShares$54.7 Million4.04% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.44MShares$53.2 Million0.07% of portfolio
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Envestnet Asset Management Inc949KShares$35 Million0.01% of portfolio
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Brogan Financial, Inc. Knoxville, TN827KShares$30.5 Million13.34% of portfolio
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Sugarloaf Wealth Management, LLC760KShares$28 Million5.85% of portfolio
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First Heartland Consultants, Inc.648KShares$23.9 Million2.24% of portfolio