Mendel Money Management Opus Small Cap Value ETF Transaction History

Mendel Money Management

$215 Million
Q3 2025

A detailed history of Mendel Money Management transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Mendel Money Management holds 24,768 shares of OSCV stock, worth $911,214. This represents 0.44% of its overall portfolio holdings.

Number of Shares

24,768

Holding current value

$911,214

% of portfolio

0.44%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 07, 2025	BUY	$35.98 - $38.73 $891,152 - $959,264	24,768 New	24,768 $946,000

Others Institutions Holding OSCV

# of Institutions

Shares Held

21.8M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

5.14M
Shares

$189 Million
1.54% of portfolio
Integrated Wealth Concepts LLC

2.21M
Shares

$81.2 Million
0.83% of portfolio
Diversified Enterprises, LLC Wilmington, DE

1.7M
Shares

$62.6 Million
4.38% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.53M
Shares

$56.5 Million
4.06% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$53.1 Million
0.07% of portfolio

View Full List

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

More about OSCV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mendel Money Management, based on Form 13F filings with the SEC.

News

Stay updated on Mendel Money Management with notifications on news.

Account

Mendel Money Management Opus Small Cap Value ETF Transaction History