Savvy Advisors, Inc. Opus Small Cap Value ETF Transaction History

Savvy Advisors, Inc.

$2.99 Billion
Q4 2025

A detailed history of Savvy Advisors, Inc. transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Savvy Advisors, Inc. holds 161,148 shares of OSCV stock, worth $5.93 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

161,148

Holding current value

$5.93 Million

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 20, 2026	BUY	$36.7 - $38.25 $5.91 Million - $6.16 Million	161,148 New	161,148 $5.93 Million

Others Institutions Holding OSCV

# of Institutions

Shares Held

22M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

5.14M
Shares

$189 Million
1.54% of portfolio
Integrated Wealth Concepts LLC

2.21M
Shares

$81.2 Million
0.83% of portfolio
Diversified Enterprises, LLC Wilmington, DE

1.7M
Shares

$62.6 Million
4.38% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.53M
Shares

$56.5 Million
4.06% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$53.1 Million
0.07% of portfolio

View Full List

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

More about OSCV

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Savvy Advisors, Inc. Opus Small Cap Value ETF Transaction History