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 68 institutions that hold shares in the stock, with a total of 20.9 Million shares, which have been reported (via 13F filing form) to have a value of $794 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
|
$199 Million
1.7% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,969,227
shares
|
$74.8 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
|
$64.7 Million
0.02% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,621,115
shares
|
$61.6 Million
4.37% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,483,136
shares
|
$56.3 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
|
$54.8 Million
0.07% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
897,732
shares
|
$34.1 Million
0.01% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
826,627
shares
|
$31.4 Million
13.34% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
759,689
shares
|
$28.8 Million
5.85% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
622,514
shares
|
$23.6 Million
2.22% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
552,897
shares
|
$21 Million
4.64% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
467,230
shares
|
$17.7 Million
4.44% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
457,877
shares
|
$17.4 Million
1.34% of portfolio
|
Q2 2025
Added 14.74%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
431,187
shares
|
$16.4 Million
3.58% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
213,355
shares
|
$8.1 Million
1.43% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
194,440
shares
|
$7.38 Million
2.0% of portfolio
|
Q2 2025
Added 37.01%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
165,600
shares
|
$6.29 Million
0.12% of portfolio
|
Q1 2025
Added 83.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
164,976
shares
|
$6.26 Million
0.0% of portfolio
|
Q2 2025
Added 9.56%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
160,574
shares
|
$6.1 Million
2.77% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
152,675
shares
|
$5.8 Million
0.43% of portfolio
|
Q2 2025
Added 36.6%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
146,949
shares
|
$5.58 Million
3.63% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
125,172
shares
|
$4.75 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
118,703
shares
|
$4.51 Million
0.38% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
107,942
shares
|
$4.1 Million
2.21% of portfolio
|
Q2 2025
Added 41.7%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
106,017
shares
|
$4.03 Million
2.87% of portfolio
|
Q2 2025
Reduced 5.75%
|