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 71 institutions that hold shares in the stock, with a total of 21.2 Million shares, which have been reported (via 13F filing form) to have a value of $799 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,248,401
shares
|
$197 Million
1.7% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,969,227
shares
|
$74.1 Million
0.77% of portfolio
|
Q2 2025
Added 38.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,703,695
shares
|
$64.1 Million
0.02% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
1,701,830
shares
|
$64 Million
4.38% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,483,136
shares
|
$55.8 Million
4.04% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,444,471
shares
|
$54.4 Million
0.07% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
897,732
shares
|
$33.8 Million
0.01% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
826,627
shares
|
$31.1 Million
13.34% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
759,689
shares
|
$28.6 Million
5.85% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
622,514
shares
|
$23.4 Million
2.22% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
552,897
shares
|
$20.8 Million
4.64% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
482,873
shares
|
$18.2 Million
3.91% of portfolio
|
Q3 2025
Added 11.99%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
476,452
shares
|
$17.9 Million
4.44% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
457,877
shares
|
$17.2 Million
1.34% of portfolio
|
Q2 2025
Added 14.74%
|
|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
228,419
shares
|
$8.6 Million
2.17% of portfolio
|
Q3 2025
Added 17.48%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
213,355
shares
|
$8.03 Million
1.43% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
209,493
shares
|
$7.88 Million
0.73% of portfolio
|
Q3 2025
Added 37.21%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
172,867
shares
|
$6.5 Million
0.11% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
164,976
shares
|
$6.21 Million
0.0% of portfolio
|
Q2 2025
Added 9.56%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
160,574
shares
|
$6.04 Million
2.77% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
146,949
shares
|
$5.53 Million
3.63% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
130,286
shares
|
$4.9 Million
0.41% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
125,172
shares
|
$4.71 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
107,942
shares
|
$4.06 Million
2.21% of portfolio
|
Q2 2025
Added 41.7%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
106,017
shares
|
$3.99 Million
2.87% of portfolio
|
Q2 2025
Reduced 5.75%
|