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 45 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $456 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
33,108
shares
|
$1.24 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
27,535
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 13.37%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
22,568
shares
|
$842,463
0.05% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Aug 09, 2024 Q2 2024 |
21,725
shares
|
$810,994
0.49% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
19,817
shares
|
$739,768
0.0% of portfolio
|
Q2 2024
Added 83.3%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Oct 21, 2024 Q3 2024 |
19,623
shares
|
$732,526
0.69% of portfolio
|
Q3 2024
Added 85.95%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,968
shares
|
$558,755
0.0% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
13,926
shares
|
$519,857
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
7,316
shares
|
$273,106
0.35% of portfolio
|
Q4 2022
Reduced 43.48%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
6,263
shares
|
$233,797
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
4,823
shares
|
$180,042
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,251
shares
|
$121,359
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
1,597
shares
|
$59,616
0.0% of portfolio
|
Q4 2023
Reduced 26.03%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,156
shares
|
$43,153
0.0% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
672
shares
|
$25,085
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
245
shares
|
$9,145
0.0% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
150
shares
|
$5,599
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
146
shares
|
$5,450
0.0% of portfolio
|
Q1 2024
Added 159.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$37
0.0% of portfolio
|
Q2 2023
Reduced 99.82%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|