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 |
|---|---|---|---|---|---|
|
One Plus One Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
35,310
shares
|
$1.43 Million
0.78% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
33,108
shares
|
$1.34 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
27,535
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Added 13.37%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
24,120
shares
|
$978,789
0.54% of portfolio
|
Q3 2024
Added 11.02%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
22,568
shares
|
$915,809
0.05% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Oct 21, 2024 Q3 2024 |
19,623
shares
|
$796,301
0.69% of portfolio
|
Q3 2024
Added 85.95%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
17,302
shares
|
$702,115
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,968
shares
|
$607,401
0.0% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
11,530
shares
|
$467,887
0.0% of portfolio
|
Q3 2024
Reduced 17.21%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
11,400
shares
|
$462,612
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
7,316
shares
|
$296,883
0.35% of portfolio
|
Q4 2022
Reduced 43.48%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,463
shares
|
$262,268
0.0% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
4,823
shares
|
$195,717
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,385
shares
|
$137,363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,251
shares
|
$131,925
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,756
shares
|
$111,838
0.0% of portfolio
|
Q3 2024
Added 72.57%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,157
shares
|
$46,951
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
301
shares
|
$12,214
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
245
shares
|
$9,942
0.0% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
146
shares
|
$5,924
0.0% of portfolio
|
Q1 2024
Added 159.59%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
77
shares
|
$3,124
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
6
shares
|
$243
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2
shares
|
$81
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|