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 |
|---|---|---|---|---|---|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
5,806
shares
|
$220,453
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,467
shares
|
$131,641
0.0% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,951
shares
|
$74,079
0.0% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
877
shares
|
$33,299
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
748
shares
|
$28,401
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
697
shares
|
$26,465
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
618
shares
|
$23,465
0.0% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
600
shares
|
$22,782
0.0% of portfolio
|
Q1 2025
Reduced 87.65%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
557
shares
|
$21,149
0.0% of portfolio
|
Q1 2025
Reduced 86.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
447
shares
|
$16,972
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
429
shares
|
$16,289
0.0% of portfolio
|
Q2 2025
Added 652.63%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
324
shares
|
$12,302
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
167
shares
|
$6,340
0.0% of portfolio
|
Q2 2025
Reduced 52.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
146
shares
|
$5,543
0.0% of portfolio
|
Q1 2024
Added 159.59%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
15
shares
|
$569
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
6
shares
|
$227
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$37
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|