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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
610
shares
|
$21,764
0.0% of portfolio
|
Q1 2025
Added 662.5%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
600
shares
|
$21,408
0.0% of portfolio
|
Q1 2025
Reduced 87.65%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
557
shares
|
$19,873
0.0% of portfolio
|
Q1 2025
Reduced 86.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
447
shares
|
$15,948
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
350
shares
|
$12,488
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
324
shares
|
$11,560
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
146
shares
|
$5,209
0.0% of portfolio
|
Q1 2024
Added 159.59%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
57
shares
|
$2,033
0.0% of portfolio
|
Q1 2025
Added 147.83%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
26
shares
|
$927
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
6
shares
|
$214
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$35
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|