Latest Institutional Purchases of Opus Small Cap Value ETF (OSCV)
This list provides information on the latest institutional transactions involving Opus Small Cap Value ETF (OSCV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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 28, 2026
Q4 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
83K+ 4.88% |
$3.05M - $3.17M
|
1.78M
$65.7M
|
|
|
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 26, 2026
Q4 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
29.7K+ 24.04% |
$1.09M - $1.13M
|
153K
$5.63M
|
|
|
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 26, 2026
Q4 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12K+ 4.93% |
$439K - $457K
|
255K
$9.37M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.1K+ 8.51% |
$407K - $424K
|
141K
$5.2M
|
|
|
Jan 28, 2026
Q4 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
10.6K+ 42.78% |
$389K - $405K
|
35.4K
$1.3M
|
|
|
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 26, 2026
Q4 2025
|
Whittier Trust CO
|
BUY
|
- |
1.01KNew |
$36.9K - $38.4K
|
1.01K
$37K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
13+ 3.42% |
$477 - $497
|
393
$14.5K
|
|
|
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
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.19MNew |
$42.7M - $46M
|
1.19M
$43.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
237K+ 12.02% |
$8.52M - $9.17M
|
2.21M
$81.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
51.6K+ 3.48% |
$1.86M - $2M
|
1.53M
$56.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.1K+ 5.69% |
$1.84M - $1.98M
|
949K
$34.9M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
26.6KNew |
$959K - $1.03M
|
26.6K
$980K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
12.9KNew |
$465K - $500K
|
12.9K
$475K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.5K+ 7.6% |
$451K - $486K
|
178K
$6.53M
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
12.5K+ 2.26% |
$450K - $485K
|
565K
$20.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.18KNew |
$222K - $239K
|
6.18K
$227K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.32K+ 3.08% |
$192K - $206K
|
178K
$6.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.44K+ 7.59% |
$160K - $172K
|
62.9K
$2.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.93K+ 13.57% |
$141K - $152K
|
32.9K
$1.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
3.8K+ 0.46% |
$137K - $147K
|
830K
$30.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.38K+ 248.47% |
$49.8K - $53.6K
|
1.94K
$71.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
BUY
|
- |
1.18K+ 1.11% |
$42.4K - $45.6K
|
107K
$3.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.08K+ 4.5% |
$38.8K - $41.8K
|
25K
$921K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.02K+ 13.66% |
$36.7K - $39.5K
|
8.5K
$313K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
868+ 6.19% |
$31.2K - $33.6K
|
14.9K
$548K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
545+ 27.93% |
$19.6K - $21.1K
|
2.5K
$91.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
130New |
$4.68K - $5.03K
|
130
$4.78K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.32% |
$72 - $77.5
|
620
$22.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$36 - $38.7
|
2
$73.6
|
|
| Q2 2025 | |||||||
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.1KNew |
$788K - $912K
|
25.1K
$925K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.6KNew |
$678K - $785K
|
21.6K
$796K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.81KNew |
$182K - $211K
|
5.81K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
200+ 2.62% |
$6.27K - $7.26K
|
7.83K
$288K
|
|