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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
6,178
shares
|
$227,288
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
5,806
shares
|
$213,602
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
5,716
shares
|
$210,291
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,307
shares
|
$121,664
0.0% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
2,732
shares
|
$100,510
0.0% of portfolio
|
Q3 2025
Reduced 73.94%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,496
shares
|
$91,827
0.0% of portfolio
|
Q3 2025
Added 27.93%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,941
shares
|
$71,409
0.0% of portfolio
|
Q3 2025
Added 248.47%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
748
shares
|
$27,518
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
674
shares
|
$24,796
0.0% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
620
shares
|
$22,809
0.0% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
600
shares
|
$22,074
0.0% of portfolio
|
Q1 2025
Reduced 87.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
459
shares
|
$16,886
0.0% of portfolio
|
Q3 2025
Reduced 47.66%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
447
shares
|
$16,445
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
380
shares
|
$13,980
0.0% of portfolio
|
Q3 2025
Reduced 11.42%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
324
shares
|
$11,919
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
248
shares
|
$9,123
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
146
shares
|
$5,371
0.0% of portfolio
|
Q1 2024
Added 159.59%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
130
shares
|
$4,782
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
6
shares
|
$220
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2
shares
|
$73
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|