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 77 institutions that hold shares in the stock, with a total of 22 Million shares, which have been reported (via 13F filing form) to have a value of $811 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
125,172
shares
|
$4.61 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
123,331
shares
|
$4.54 Million
2.47% of portfolio
|
Q3 2025
Added 14.26%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
107,195
shares
|
$3.94 Million
2.94% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
89,548
shares
|
$3.29 Million
0.07% of portfolio
|
Q3 2025
Reduced 15.42%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jan 14, 2026 Q4 2025 |
88,957
shares
|
$3.27 Million
2.44% of portfolio
|
Q4 2025
Added 11.47%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
74,058
shares
|
$2.72 Million
0.03% of portfolio
|
Q4 2025
Added 7.2%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
73,525
shares
|
$2.7 Million
1.7% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
62,931
shares
|
$2.32 Million
1.41% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 15, 2026 Q4 2025 |
51,907
shares
|
$1.91 Million
1.65% of portfolio
|
Q4 2025
Added 58.32%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
42,252
shares
|
$1.55 Million
1.11% of portfolio
|
Q4 2025
Added 3.65%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
38,019
shares
|
$1.4 Million
0.45% of portfolio
|
Q4 2025
Reduced 12.38%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
32,859
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Added 13.57%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
31,008
shares
|
$1.14 Million
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
26,643
shares
|
$980,195
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
25,044
shares
|
$921,368
0.0% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
24,768
shares
|
$911,214
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 14, 2026 Q4 2025 |
21,308
shares
|
$783,921
0.4% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 10, 2025 Q3 2025 |
18,171
shares
|
$668,511
0.5% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Gerber, LLC
Columbus, OH |
Jan 20, 2026 Q4 2025 |
16,327
shares
|
$600,670
0.34% of portfolio
|
Q4 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
15,185
shares
|
$558,656
0.03% of portfolio
|
Q3 2025
Reduced 22.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,968
shares
|
$550,672
0.0% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
14,883
shares
|
$547,545
0.02% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 23, 2026 Q4 2025 |
14,822
shares
|
$545,301
0.28% of portfolio
|
Q4 2025
Added 159.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
14,820
shares
|
$545,227
0.0% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
12,919
shares
|
$475,290
0.03% of portfolio
|
Q3 2025
New holding
|
|