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 62 institutions that hold shares in the stock, with a total of 19.2 Million shares, which have been reported (via 13F filing form) to have a value of $685 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
76,178
shares
|
$2.72 Million
1.62% of portfolio
|
Q1 2025
Added 15.14%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
75,364
shares
|
$2.69 Million
1.73% of portfolio
|
Q1 2025
New holding
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
74,560
shares
|
$2.66 Million
2.33% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
59,799
shares
|
$2.13 Million
1.32% of portfolio
|
Q1 2025
Added 37.86%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
49,917
shares
|
$1.78 Million
0.69% of portfolio
|
Q1 2025
Reduced 11.95%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
48,097
shares
|
$1.72 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
38,933
shares
|
$1.39 Million
0.99% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
30,600
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
29,325
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
27,846
shares
|
$993,545
0.01% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
24,040
shares
|
$857,747
0.5% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
21,094
shares
|
$752,633
0.83% of portfolio
|
Q1 2025
Added 158.41%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
20,994
shares
|
$749,065
0.0% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
20,644
shares
|
$736,577
0.05% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
17,318
shares
|
$617,906
0.42% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,968
shares
|
$534,058
0.0% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
14,201
shares
|
$506,691
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
9,328
shares
|
$332,823
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
7,751
shares
|
$276,555
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
7,630
shares
|
$272,238
0.09% of portfolio
|
Q1 2025
Added 15.08%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
7,316
shares
|
$261,034
0.35% of portfolio
|
Q4 2022
Reduced 43.48%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,333
shares
|
$118,921
0.0% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,951
shares
|
$69,611
0.0% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
876
shares
|
$31,255
0.0% of portfolio
|
Q1 2025
Added 87500.0%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
748
shares
|
$26,688
0.0% of portfolio
|
Q1 2025
New holding
|