Purchases and Sales Made in Q3 2025 in Opus Small Cap Value ETF (OSCV)
This table provides information about the institutional ownership of Opus Small Cap Value ETF (OSCV) during Q3 2025. The information is specifically focused on institutions that hold shares of OPUS SMALL CAP VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.81K- 1.05% |
$173K - $186K
|
453K
$16.7M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5.7K- 11.62% |
$205K - $221K
|
43.4K
$1.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.75K- 73.94% |
$279K - $300K
|
2.73K
$101K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-16.3K- 15.42% |
$587K - $632K
|
89.5K
$3.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-22.9K- 14.26% |
$824K - $887K
|
138K
$5.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-107K- 2.04% |
$3.85M - $4.14M
|
5.14M
$189M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.16M- 68.14% |
$41.8M - $45M
|
543K
$20M
|
|