Purchases and Sales Made in Q3 2025 in Opus Small Cap Value ETF (OSCV)
This table provides information about the institutional ownership of Opus Small Cap Value ETF (OSCV) during Q3 2025. The information is specifically focused on institutions that hold shares of OPUS SMALL CAP VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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 03, 2025
Q3 2025
|
Clarus Group, Inc.
|
BUY
|
- |
220K+ 359.26% |
$7.9M - $8.51M
|
281K
$10.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
80.7K+ 4.98% |
$2.9M - $3.13M
|
1.7M
$62.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
56.8K+ 37.21% |
$2.04M - $2.2M
|
209K
$7.71M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
51.7K+ 11.99% |
$1.86M - $2M
|
483K
$17.8M
|
|
|
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 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
39.9K+ 136.49% |
$1.43M - $1.54M
|
69.1K
$2.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
34K+ 17.48% |
$1.22M - $1.32M
|
228K
$8.4M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
29.3K+ 13.75% |
$1.06M - $1.14M
|
243K
$8.93M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
26.6KNew |
$959K - $1.03M
|
26.6K
$980K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
25.1K+ 4.03% |
$903K - $972K
|
648K
$23.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
24.8KNew |
$891K - $959K
|
24.8K
$911K
|
|
|
Nov 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
15.4K+ 14.26% |
$554K - $596K
|
123K
$4.54M
|
|
|
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 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.6K+ 9.76% |
$417K - $449K
|
130K
$4.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
9.22K+ 1.97% |
$332K - $357K
|
476K
$17.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.18KNew |
$222K - $239K
|
6.18K
$227K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.72KNew |
$206K - $221K
|
5.72K
$210K
|
|
|
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 04, 2025
Q3 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.91K+ 13.54% |
$141K - $151K
|
32.8K
$1.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
3.8K+ 0.46% |
$137K - $147K
|
830K
$30.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
1.84K+ 2.36% |
$66.1K - $71.1K
|
79.8K
$2.94M
|
|
|
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
|
|
|
Oct 16, 2025
Q3 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.07K+ 2.68% |
$38.3K - $41.2K
|
40.8K
$1.5M
|
|
|
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
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
248New |
$8.92K - $9.61K
|
248
$9.12K
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-15Closed |
$540 - $581
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-23- 3.3% |
$828 - $891
|
674
$24.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-49- 11.42% |
$1.76K - $1.9K
|
380
$14K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-113- 0.52% |
$4.07K - $4.38K
|
21.4K
$789K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-160- 4.61% |
$5.76K - $6.2K
|
3.31K
$122K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-418- 47.66% |
$15K - $16.2K
|
459
$16.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-485- 3.17% |
$17.5K - $18.8K
|
14.8K
$545K
|
|
|
Nov 10, 2025
Q3 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-736- 3.89% |
$26.5K - $28.5K
|
18.2K
$669K
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-841- 1.13% |
$30.3K - $32.6K
|
73.5K
$2.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.23K- 15.67% |
$80.4K - $86.5K
|
12K
$442K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-4.4K- 22.45% |
$158K - $170K
|
15.2K
$559K
|
|