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 54 institutions that hold shares in the stock, with a total of 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $626 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,510,847
shares
|
$164 Million
1.87% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,526,472
shares
|
$55.4 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,444,471
shares
|
$52.4 Million
0.07% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
1,419,412
shares
|
$51.5 Million
5.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,382,232
shares
|
$50.1 Million
4.33% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
989,634
shares
|
$35.9 Million
0.45% of portfolio
|
Q4 2024
Added 12.97%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
773,803
shares
|
$28.1 Million
14.02% of portfolio
|
Q4 2024
Added 58.81%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
759,689
shares
|
$27.6 Million
5.85% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
592,596
shares
|
$21.5 Million
0.01% of portfolio
|
Q4 2024
Added 53.86%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
553,613
shares
|
$20.1 Million
2.13% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
498,670
shares
|
$18.1 Million
4.97% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
359,348
shares
|
$13 Million
3.45% of portfolio
|
Q4 2024
Added 31.78%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
356,883
shares
|
$12.9 Million
1.39% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
288,169
shares
|
$10.5 Million
3.22% of portfolio
|
Q4 2024
Added 47.4%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
212,329
shares
|
$7.7 Million
1.14% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
176,214
shares
|
$6.39 Million
1.37% of portfolio
|
Q4 2024
Added 16.97%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
146,949
shares
|
$5.33 Million
3.63% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
144,039
shares
|
$5.22 Million
0.0% of portfolio
|
Q4 2024
Added 14.05%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
126,492
shares
|
$4.59 Million
0.12% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
110,087
shares
|
$3.99 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
90,363
shares
|
$3.28 Million
0.06% of portfolio
|
Q4 2024
Added 93.05%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
89,082
shares
|
$3.23 Million
0.33% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
84,766
shares
|
$3.07 Million
2.21% of portfolio
|
Q4 2024
Added 76.77%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Feb 07, 2025 Q4 2024 |
73,116
shares
|
$2.65 Million
2.6% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
70,115
shares
|
$2.54 Million
0.29% of portfolio
|
Q4 2024
Added 79.5%
|