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 36 institutions that hold shares in the stock, with a total of 9.29 Million shares, which have been reported (via 13F filing form) to have a value of $321 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
3,776,800
shares
|
$130 Million
2.74% of portfolio
|
Q1 2024
Added 14.12%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
1,326,782
shares
|
$45.8 Million
6.66% of portfolio
|
Q1 2024
Added 2.57%
|
|
Sugarloaf Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
731,624
shares
|
$25.2 Million
6.05% of portfolio
|
Q1 2024
Added 6.0%
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
519,550
shares
|
$17.9 Million
1.94% of portfolio
|
Q1 2024
Added 6.96%
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 10, 2024 Q1 2024 |
460,068
shares
|
$15.9 Million
10.92% of portfolio
|
Q1 2024
Added 4.85%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
445,335
shares
|
$15.4 Million
0.02% of portfolio
|
Q1 2024
Added 134.17%
|
|
Second Line Capital, LLC
Metairie, LA |
May 22, 2024 Q1 2024 |
438,894
shares
|
$15.1 Million
5.12% of portfolio
|
Q1 2024
Added 19.26%
|
|
Waterloo Capital, L.P.
Austin, TX |
May 13, 2024 Q1 2024 |
312,216
shares
|
$10.8 Million
1.43% of portfolio
|
Q1 2024
Added 14.71%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
236,264
shares
|
$8.15 Million
0.0% of portfolio
|
Q1 2024
Added 48.23%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
174,325
shares
|
$6.01 Million
0.14% of portfolio
|
Q1 2024
Added 8.84%
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
May 13, 2024 Q1 2024 |
151,081
shares
|
$5.21 Million
3.99% of portfolio
|
Q1 2024
Added 8.7%
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
111,711
shares
|
$3.85 Million
0.1% of portfolio
|
Q1 2024
Reduced 7.32%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
101,020
shares
|
$3.49 Million
0.05% of portfolio
|
Q1 2024
Added 96.87%
|
|
True Wealth Advisors, LLC
|
Apr 23, 2024 Q1 2024 |
82,443
shares
|
$2.84 Million
1.23% of portfolio
|
Q1 2024
Reduced 51.17%
|
|
United Advisor Group, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
80,734
shares
|
$2.79 Million
1.15% of portfolio
|
Q1 2024
New holding
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 18, 2024 Q1 2024 |
69,116
shares
|
$2.38 Million
0.93% of portfolio
|
Q1 2024
New holding
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
62,360
shares
|
$2.15 Million
0.36% of portfolio
|
Q1 2024
Added 19.01%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
39,718
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2024
Added 102.0%
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
38,023
shares
|
$1.31 Million
0.87% of portfolio
|
Q1 2024
Reduced 13.68%
|
|
One Plus One Wealth Management, LLC
|
Apr 10, 2024 Q1 2024 |
32,303
shares
|
$1.11 Million
0.67% of portfolio
|
Q1 2024
Reduced 40.44%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 07, 2024 Q1 2024 |
19,833
shares
|
$684,238
0.07% of portfolio
|
Q1 2024
Added 22.39%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
14,968
shares
|
$516,396
0.0% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
Advisor Resource Council
|
Apr 19, 2024 Q1 2024 |
13,543
shares
|
$467,233
0.14% of portfolio
|
Q1 2024
Added 11.48%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
10,811
shares
|
$372,979
0.0% of portfolio
|
Q1 2024
Added 1273.7%
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
8,620
shares
|
$297,390
0.0% of portfolio
|
Q1 2024
New holding
|