Purchases and Sales Made in Q4 2025 in Opus Small Cap Value ETF (OSCV)
This table provides information about the institutional ownership of Opus Small Cap Value ETF (OSCV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
161KNew |
$5.91M - $6.16M
|
161K
$5.93M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
62.2K+ 12.88% |
$2.28M - $2.38M
|
545K
$20.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
31KNew |
$1.14M - $1.19M
|
31K
$1.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
19.1K+ 58.32% |
$702K - $731K
|
51.9K
$1.91M
|
|
|
Jan 20, 2026
Q4 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
16.3KNew |
$599K - $625K
|
16.3K
$601K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.1K+ 8.51% |
$407K - $424K
|
141K
$5.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
9.95K+ 2.09% |
$365K - $381K
|
486K
$17.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
9.15K+ 11.47% |
$336K - $350K
|
89K
$3.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
9.11K+ 159.31% |
$334K - $348K
|
14.8K
$545K
|
|
|
Jan 16, 2026
Q4 2025
|
Sws Partners
|
BUY
|
- |
9.04K+ 3.96% |
$332K - $346K
|
237K
$8.74M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.09K+ 2.91% |
$224K - $233K
|
216K
$7.93M
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
5.57K+ 4.05% |
$205K - $213K
|
143K
$5.27M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.97K+ 7.2% |
$183K - $190K
|
74.1K
$2.72M
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.19KNew |
$80.4K - $83.8K
|
2.19K
$80.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.8KNew |
$65.9K - $68.7K
|
1.8K
$66.1K
|
|
|
Jan 15, 2026
Q4 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.49K+ 3.65% |
$54.6K - $57K
|
42.3K
$1.55M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.4% |
$36.7 - $38.3
|
249
$9.16K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 0.68% |
$36.7 - $38.3
|
147
$5.41K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-133- 0.62% |
$4.88K - $5.09K
|
21.3K
$784K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5.37K- 12.38% |
$197K - $206K
|
38K
$1.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-10.5K- 3.74% |
$386K - $402K
|
270K
$9.94M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-104K- 16.02% |
$3.81M - $3.97M
|
544K
$20M
|
|