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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
105,875
shares
|
$4.02 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jul 28, 2025 Q2 2025 |
77,966
shares
|
$2.96 Million
2.38% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
74,366
shares
|
$2.82 Million
1.65% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
61,128
shares
|
$2.32 Million
0.85% of portfolio
|
Q2 2025
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
58,493
shares
|
$2.22 Million
1.22% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
49,096
shares
|
$1.86 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
39,698
shares
|
$1.51 Million
1.08% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
29,212
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
28,932
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Aug 05, 2025 Q2 2025 |
28,876
shares
|
$1.1 Million
1.09% of portfolio
|
Q2 2025
Added 36.89%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
25,143
shares
|
$954,679
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
23,966
shares
|
$909,989
0.0% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
21,641
shares
|
$821,708
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
21,554
shares
|
$818,405
0.43% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
20,600
shares
|
$782,182
0.0% of portfolio
|
Q2 2025
Reduced 32.68%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
19,582
shares
|
$743,528
0.04% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jul 25, 2025 Q2 2025 |
18,907
shares
|
$717,898
0.54% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,968
shares
|
$568,334
0.0% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
14,259
shares
|
$541,414
0.0% of portfolio
|
Q2 2025
Reduced 51.38%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
14,015
shares
|
$532,149
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
10,483
shares
|
$398,039
0.01% of portfolio
|
Q2 2025
Added 35.25%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
8,953
shares
|
$339,945
0.13% of portfolio
|
Q2 2025
Reduced 81.39%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
7,830
shares
|
$297,305
0.09% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,475
shares
|
$283,825
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
7,316
shares
|
$277,788
0.35% of portfolio
|
Q4 2022
Reduced 43.48%
|