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 48 institutions that hold shares in the stock, with a total of 13.2 Million shares, which have been reported (via 13F filing form) to have a value of $492 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,322,788
shares
|
$161 Million
2.58% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,444,471
shares
|
$53.9 Million
0.07% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,414,558
shares
|
$52.8 Million
6.32% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
876,019
shares
|
$32.7 Million
0.42% of portfolio
|
Q3 2024
Added 42.93%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
759,689
shares
|
$28.4 Million
5.85% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
536,209
shares
|
$20 Million
2.16% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
490,503
shares
|
$18.3 Million
5.01% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
487,241
shares
|
$18.2 Million
10.39% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
385,142
shares
|
$14.4 Million
0.0% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
359,348
shares
|
$13.4 Million
3.45% of portfolio
|
Q4 2024
Added 31.78%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
345,612
shares
|
$12.9 Million
1.41% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
288,169
shares
|
$10.8 Million
3.22% of portfolio
|
Q4 2024
Added 47.4%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
212,329
shares
|
$7.92 Million
1.14% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
150,652
shares
|
$5.62 Million
1.34% of portfolio
|
Q3 2024
Added 18.55%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
146,949
shares
|
$5.48 Million
3.63% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
126,492
shares
|
$4.72 Million
0.12% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
126,300
shares
|
$4.71 Million
0.0% of portfolio
|
Q3 2024
Added 21.17%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
89,082
shares
|
$3.32 Million
0.33% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
70,115
shares
|
$2.62 Million
0.29% of portfolio
|
Q4 2024
Added 79.5%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
66,162
shares
|
$2.47 Million
1.5% of portfolio
|
Q4 2024
Added 19.42%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
57,489
shares
|
$2.15 Million
1.25% of portfolio
|
Q4 2024
Added 19.8%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
56,692
shares
|
$2.12 Million
0.8% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
47,954
shares
|
$1.79 Million
1.3% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
46,807
shares
|
$1.75 Million
0.04% of portfolio
|
Q2 2024
Reduced 73.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
38,398
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
New holding
|