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 73 institutions that hold shares in the stock, with a total of 21.8 Million shares, which have been reported (via 13F filing form) to have a value of $801 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,141,508
shares
|
$189 Million
1.54% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
2,205,984
shares
|
$81.2 Million
0.83% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
1,701,830
shares
|
$62.6 Million
4.38% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
1,534,753
shares
|
$56.5 Million
4.06% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,444,471
shares
|
$53.1 Million
0.07% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,187,957
shares
|
$43.7 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
948,791
shares
|
$34.9 Million
0.01% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 13, 2025 Q3 2025 |
830,426
shares
|
$30.6 Million
13.53% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
759,689
shares
|
$27.9 Million
5.85% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
565,417
shares
|
$20.8 Million
5.24% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
543,858
shares
|
$20 Million
1.76% of portfolio
|
Q4 2025
Reduced 16.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
542,862
shares
|
$20 Million
0.01% of portfolio
|
Q3 2025
Reduced 68.14%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
486,401
shares
|
$17.9 Million
4.27% of portfolio
|
Q4 2025
Added 2.09%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
482,873
shares
|
$17.8 Million
3.91% of portfolio
|
Q3 2025
Added 11.99%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
453,071
shares
|
$16.7 Million
1.29% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Clarus Group, Inc.
|
Jan 16, 2026 Q4 2025 |
270,227
shares
|
$9.94 Million
3.77% of portfolio
|
Q4 2025
Reduced 3.74%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
242,698
shares
|
$8.93 Million
1.35% of portfolio
|
Q3 2025
Added 13.75%
|
|
|
Sws Partners
|
Jan 16, 2026 Q4 2025 |
237,460
shares
|
$8.74 Million
1.67% of portfolio
|
Q4 2025
Added 3.96%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
215,585
shares
|
$7.93 Million
0.63% of portfolio
|
Q4 2025
Added 2.91%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
178,190
shares
|
$6.56 Million
0.11% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
177,522
shares
|
$6.53 Million
0.0% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
146,949
shares
|
$5.41 Million
3.63% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
141,369
shares
|
$5.2 Million
0.39% of portfolio
|
Q4 2025
Added 8.51%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
137,679
shares
|
$5.07 Million
2.48% of portfolio
|
Q3 2025
Reduced 14.26%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
125,172
shares
|
$4.61 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.64%
|
|