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 72 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 $802 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
123,331
shares
|
$4.54 Million
2.47% of portfolio
|
Q3 2025
Added 14.26%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
107,195
shares
|
$3.94 Million
2.94% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
89,548
shares
|
$3.29 Million
0.07% of portfolio
|
Q3 2025
Reduced 15.42%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Oct 15, 2025 Q3 2025 |
79,803
shares
|
$2.94 Million
2.39% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
73,525
shares
|
$2.7 Million
1.7% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
69,084
shares
|
$2.54 Million
0.03% of portfolio
|
Q3 2025
Added 136.49%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
62,931
shares
|
$2.32 Million
1.41% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
43,393
shares
|
$1.6 Million
0.57% of portfolio
|
Q3 2025
Reduced 11.62%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
40,763
shares
|
$1.5 Million
1.13% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
32,859
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Added 13.57%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Nov 04, 2025 Q3 2025 |
32,787
shares
|
$1.21 Million
1.15% of portfolio
|
Q3 2025
Added 13.54%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
26,643
shares
|
$980,195
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
25,044
shares
|
$921,368
0.0% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
24,768
shares
|
$911,214
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
21,441
shares
|
$788,814
0.43% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 10, 2025 Q3 2025 |
18,171
shares
|
$668,511
0.5% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
15,185
shares
|
$558,656
0.03% of portfolio
|
Q3 2025
Reduced 22.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,968
shares
|
$550,672
0.0% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
14,883
shares
|
$547,545
0.02% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
14,820
shares
|
$545,227
0.0% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
12,919
shares
|
$475,290
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
12,025
shares
|
$442,399
0.0% of portfolio
|
Q3 2025
Reduced 15.67%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,496
shares
|
$312,567
0.0% of portfolio
|
Q3 2025
Added 13.66%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
7,830
shares
|
$288,065
0.09% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
7,316
shares
|
$269,155
0.35% of portfolio
|
Q4 2022
Reduced 43.48%
|
|