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 49 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $516 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
|
$175 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
|
$58.6 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
|
$57.4 Million
6.32% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
876,019
shares
|
$35.5 Million
0.42% of portfolio
|
Q3 2024
Added 42.93%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
746,031
shares
|
$30.3 Million
5.66% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
536,209
shares
|
$21.8 Million
2.16% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
490,503
shares
|
$19.9 Million
5.01% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
487,241
shares
|
$19.8 Million
10.39% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
385,142
shares
|
$15.6 Million
0.0% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
345,612
shares
|
$14 Million
1.41% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
272,679
shares
|
$11.1 Million
2.97% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
200,066
shares
|
$8.12 Million
1.27% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
195,502
shares
|
$7.93 Million
2.3% of portfolio
|
Q3 2024
Added 19.45%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
150,652
shares
|
$6.11 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
|
$5.96 Million
3.63% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
126,300
shares
|
$5.13 Million
0.0% of portfolio
|
Q3 2024
Added 21.17%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
116,327
shares
|
$4.72 Million
0.1% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
79,954
shares
|
$3.24 Million
0.33% of portfolio
|
Q3 2024
Added 24.84%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
69,162
shares
|
$2.81 Million
0.95% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
55,401
shares
|
$2.25 Million
1.33% of portfolio
|
Q3 2024
Added 28.1%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
47,988
shares
|
$1.95 Million
1.03% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
47,954
shares
|
$1.95 Million
1.3% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
46,807
shares
|
$1.9 Million
0.04% of portfolio
|
Q2 2024
Reduced 73.15%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
39,061
shares
|
$1.59 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
38,398
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
New holding
|