Institutional Ownership Opus Small Cap Value ETF (OSCV)
This table provides information about the institutional ownership of Opus Small Cap Value ETF (OSCV). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $421 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
4,027,941
shares
|
$147 Million
2.66% of portfolio
|
Q2 2024
Added 6.65%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
1,361,049
shares
|
$49.5 Million
6.22% of portfolio
|
Q2 2024
Added 2.58%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
1,350,023
shares
|
$49.1 Million
0.07% of portfolio
|
Q2 2024
Added 203.15%
|
|
Sugarloaf Wealth Management, LLC
|
Jul 08, 2024 Q2 2024 |
736,799
shares
|
$26.8 Million
5.52% of portfolio
|
Q2 2024
Added 0.71%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
612,899
shares
|
$22.3 Million
0.3% of portfolio
|
Q2 2024
Added 506.71%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
535,639
shares
|
$19.5 Million
1.29% of portfolio
|
Q2 2024
Added 3.1%
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 13, 2024 Q2 2024 |
469,963
shares
|
$17.1 Million
10.22% of portfolio
|
Q2 2024
Added 2.15%
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 16, 2024 Q2 2024 |
469,268
shares
|
$17.1 Million
4.95% of portfolio
|
Q2 2024
Added 6.92%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
343,279
shares
|
$12.5 Million
0.0% of portfolio
|
Q2 2024
Added 45.29%
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2024 Q2 2024 |
322,024
shares
|
$11.7 Million
1.33% of portfolio
|
Q2 2024
Added 3.14%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
192,851
shares
|
$7.02 Million
1.03% of portfolio
|
Q2 2024
New holding
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 02, 2024 Q2 2024 |
163,674
shares
|
$5.96 Million
1.94% of portfolio
|
Q2 2024
Added 136.81%
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
146,949
shares
|
$5.35 Million
3.63% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
127,083
shares
|
$4.63 Million
1.44% of portfolio
|
Q2 2024
Added 57.41%
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
114,170
shares
|
$4.16 Million
0.1% of portfolio
|
Q2 2024
Added 2.2%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
104,234
shares
|
$3.79 Million
0.0% of portfolio
|
Q2 2024
Added 162.44%
|
|
True Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
75,489
shares
|
$2.75 Million
1.05% of portfolio
|
Q2 2024
Reduced 8.43%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
64,045
shares
|
$2.33 Million
0.35% of portfolio
|
Q2 2024
Added 2.7%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
46,807
shares
|
$1.7 Million
0.03% of portfolio
|
Q2 2024
Reduced 73.15%
|
|
Renasant Bank
|
Aug 09, 2024 Q2 2024 |
46,214
shares
|
$1.68 Million
1.18% of portfolio
|
Q2 2024
New holding
|
|
Financial Guidance Group, Inc.
|
Aug 07, 2024 Q2 2024 |
43,248
shares
|
$1.57 Million
1.01% of portfolio
|
Q2 2024
New holding
|
|
Mbe Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
42,348
shares
|
$1.54 Million
0.91% of portfolio
|
Q2 2024
Added 11.37%
|
|
One Plus One Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
34,613
shares
|
$1.26 Million
0.68% of portfolio
|
Q2 2024
Added 7.15%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
24,287
shares
|
$884,046
0.01% of portfolio
|
Q2 2024
New holding
|
|
True Vision Mn LLC
Woodbury, MN |
Aug 09, 2024 Q2 2024 |
21,725
shares
|
$790,790
0.49% of portfolio
|
Q2 2024
New holding
|