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 $595 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
66,162
shares
|
$2.28 Million
1.5% of portfolio
|
Q4 2024
Added 19.42%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
57,489
shares
|
$1.98 Million
1.25% of portfolio
|
Q4 2024
Added 19.8%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
56,692
shares
|
$1.95 Million
0.8% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
43,377
shares
|
$1.49 Million
1.02% of portfolio
|
Q4 2024
Added 121.05%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 29, 2025 Q4 2024 |
36,771
shares
|
$1.27 Million
0.8% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
30,471
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
27,587
shares
|
$950,372
0.01% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
25,802
shares
|
$888,878
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
23,912
shares
|
$823,768
0.52% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
20,060
shares
|
$691,067
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
19,982
shares
|
$688,379
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
17,179
shares
|
$591,816
0.49% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,968
shares
|
$515,647
0.0% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
10,493
shares
|
$361,483
0.02% of portfolio
|
Q4 2024
Reduced 53.5%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 30, 2025 Q4 2024 |
8,163
shares
|
$281,215
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
7,316
shares
|
$252,036
0.35% of portfolio
|
Q4 2022
Reduced 43.48%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
6,630
shares
|
$228,403
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
4,857
shares
|
$167,323
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
4,151
shares
|
$143,001
0.0% of portfolio
|
Q4 2024
Added 22.63%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,333
shares
|
$114,821
0.0% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,984
shares
|
$68,348
0.0% of portfolio
|
Q4 2024
Reduced 28.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
481
shares
|
$16,570
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
146
shares
|
$5,029
0.0% of portfolio
|
Q1 2024
Added 159.59%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
80
shares
|
$2,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
23
shares
|
$792
0.0% of portfolio
|
Q4 2024
Reduced 70.13%
|