Opus Small Cap Value ETF OSCV
Institutional shares held
11.6 Million
0
calls
0
puts
Total value of holdings
$432M
$0
calls
$0
puts
# of Institutions
42
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, LLC4.03MShares$150 Million2.66% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC1.36MShares$50.8 Million6.22% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.35MShares$50.4 Million0.07% of portfolio
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Sugarloaf Wealth Management, LLC737KShares$27.5 Million5.52% of portfolio
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Integrated Wealth Concepts LLC613KShares$22.9 Million0.3% of portfolio
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First Heartland Consultants, Inc.536KShares$20 Million1.29% of portfolio
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Brogan Financial, Inc. Knoxville, TN470KShares$17.5 Million10.22% of portfolio
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Second Line Capital, LLC Metairie, LA469KShares$17.5 Million4.95% of portfolio
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Envestnet Asset Management Inc343KShares$12.8 Million0.0% of portfolio
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Waterloo Capital, L.P. Austin, TX322KShares$12 Million1.33% of portfolio