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 63 institutions that hold shares in the stock, with a total of 19.5 Million shares, which have been reported (via 13F filing form) to have a value of $712 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,866,963
shares
|
$177 Million
1.89% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,633,913
shares
|
$59.6 Million
0.02% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,621,115
shares
|
$59.1 Million
4.37% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,444,471
shares
|
$52.7 Million
0.07% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,426,037
shares
|
$52 Million
4.28% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
1,418,522
shares
|
$51.7 Million
0.62% of portfolio
|
Q1 2025
Added 43.34%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
803,628
shares
|
$29.3 Million
0.01% of portfolio
|
Q1 2025
Added 35.61%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
789,284
shares
|
$28.8 Million
13.36% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
759,689
shares
|
$27.7 Million
5.85% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
566,643
shares
|
$20.7 Million
2.25% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
523,710
shares
|
$19.1 Million
4.7% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
467,230
shares
|
$17 Million
4.44% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
431,187
shares
|
$15.7 Million
3.58% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
399,070
shares
|
$14.6 Million
1.29% of portfolio
|
Q1 2025
Added 11.82%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
194,440
shares
|
$7.09 Million
2.0% of portfolio
|
Q2 2025
Added 37.01%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
192,309
shares
|
$7.01 Million
1.47% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
165,600
shares
|
$6.04 Million
0.12% of portfolio
|
Q1 2025
Added 83.26%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
160,574
shares
|
$5.85 Million
2.77% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
152,675
shares
|
$5.57 Million
0.43% of portfolio
|
Q2 2025
Added 36.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
150,579
shares
|
$5.49 Million
0.0% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
146,949
shares
|
$5.36 Million
3.63% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
127,254
shares
|
$4.64 Million
0.61% of portfolio
|
Q1 2025
Added 1143.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
118,703
shares
|
$4.33 Million
0.38% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
112,479
shares
|
$4.1 Million
2.92% of portfolio
|
Q1 2025
Added 32.69%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
111,627
shares
|
$4.07 Million
0.1% of portfolio
|
Q1 2025
Reduced 11.75%
|