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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
12,025
shares
|
$442,399
0.0% of portfolio
|
Q3 2025
Reduced 15.67%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,496
shares
|
$312,567
0.0% of portfolio
|
Q3 2025
Added 13.66%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
7,830
shares
|
$288,065
0.09% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
7,316
shares
|
$269,155
0.35% of portfolio
|
Q4 2022
Reduced 43.48%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
6,178
shares
|
$227,288
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
5,806
shares
|
$213,602
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,307
shares
|
$121,664
0.0% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
2,732
shares
|
$100,510
0.0% of portfolio
|
Q3 2025
Reduced 73.94%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,496
shares
|
$91,827
0.0% of portfolio
|
Q3 2025
Added 27.93%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
2,190
shares
|
$80,570
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,941
shares
|
$71,409
0.0% of portfolio
|
Q3 2025
Added 248.47%
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
1,797
shares
|
$66,111
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
748
shares
|
$27,518
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
674
shares
|
$24,796
0.0% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
620
shares
|
$22,809
0.0% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
600
shares
|
$22,074
0.0% of portfolio
|
Q1 2025
Reduced 87.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
459
shares
|
$16,886
0.0% of portfolio
|
Q3 2025
Reduced 47.66%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
447
shares
|
$16,445
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
380
shares
|
$13,980
0.0% of portfolio
|
Q3 2025
Reduced 11.42%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
324
shares
|
$11,919
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
249
shares
|
$9,160
0.0% of portfolio
|
Q4 2025
Added 0.4%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
147
shares
|
$5,408
0.0% of portfolio
|
Q4 2025
Added 0.68%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
130
shares
|
$4,782
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
6
shares
|
$220
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2
shares
|
$73
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|