OSCV Institutional Ownership
Opus Small Cap Value Plus ETF
1W: -0.0%
1M: -4.2%
3M: -5.3%
YTD: +7.0%
1Y: +4.4%
3Y: +34.6%
5Y: +27.4%
$39.85
+0.37 (+0.94%)
Weekly Expected Move ±1.1%
$39
$39
$40
$40
$41
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — OSCV
84
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
881M
Total Invested
11
New Positions
35
Increased
29
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (93 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 6,529,881 | $260M | +967,205 | +17.4% | 31Q | SEC ↗ |
| 2 | Integrated Wealth Concepts LLC | 2,377,150 | $95M | +65,812 | +2.8% | 11Q | SEC ↗ |
| 3 | Diversified Enterprises, LLC | 1,942,866 | $77M | +74,149 | +4.0% | 7Q | SEC ↗ |
| 4 | GUARDIAN WEALTH ADVISORS, LLC / NC | 1,562,215 | $62M | +23,672 | +1.5% | 19Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 1,043,663 | $42M | +68,264 | +7.0% | 2Q | SEC ↗ |
| 6 | BROGAN FINANCIAL, INC. | 821,442 | $33M | +3,824 | +0.5% | 15Q | SEC ↗ |
| 7 | Corient Private Wealth LP | 768,521 | $31M | -162,769 | -17.5% | 4Q | SEC ↗ |
| 8 | Second Line Capital, LLC | 613,038 | $24M | +20,103 | +3.4% | 11Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 542,322 | $22M | -11,166 | -2.0% | 7Q | SEC ↗ |
| 10 | Park Place Capital Corp | 525,742 | $21M | +23,791 | +4.7% | 10Q | SEC ↗ |
| 11 | Waterloo Capital, L.P. | 457,187 | $18M | -6,567 | -1.4% | 14Q | SEC ↗ |
| 12 | Signal Advisors Wealth, LLC | 369,268 | $15M | +95,864 | +35.1% | 8Q | SEC ↗ |
| 13 | First Heartland Consultants, Inc. | 340,127 | $14M | -212,027 | -38.4% | 19Q | SEC ↗ |
| 14 | United Advisor Group, LLC | 274,828 | $11M | +13,239 | +5.1% | 10Q | SEC ↗ |
| 15 | Clarus Group, Inc. | 265,889 | $11M | -2,600 | -1.0% | 5Q | SEC ↗ |
| 16 | 6th Street Advisors, LLC | 235,616 | $9M | +775 | +0.3% | 2Q | SEC ↗ |
| 17 | SWS Partners | 232,209 | $9M | +1,085 | +0.5% | 7Q | SEC ↗ |
| 18 | Advisory Services Network, LLC | 177,212 | $7M | +14,529 | +8.9% | 15Q | SEC ↗ |
| 19 | Financial Guidance Group, Inc. | 166,945 | $7M | +353 | +0.2% | 9Q | SEC ↗ |
| 20 | MBE Wealth Management, LLC | 142,463 | $6M | +1,366 | +1.0% | 18Q | SEC ↗ |
| 21 | LPL Financial LLC | 125,562 | $5M | -13,497 | -9.7% | 13Q | SEC ↗ |
| 22 | SILVER OAK SECURITIES, INCORPORATED | 120,182 | $5M | +10,663 | +9.7% | 18Q | SEC ↗ |
| 23 | Prime Capital Investment Advisors, LLC | 101,940 | $4M | +14,123 | +16.1% | 5Q | SEC ↗ |
| 24 | Cushing Capital Partners, LLC | 86,299 | $3M | +4,553 | +5.6% | 7Q | SEC ↗ |
| 25 | RENASANT BANK | 85,426 | $3M | +3,104 | +3.8% | 9Q | SEC ↗ |
| 26 | MARIPAU WEALTH MANAGEMENT LLC | 82,016 | $3M | +10,595 | +14.8% | 9Q | SEC ↗ |
| 27 | Tailwinds Wealth, LLC NEW | 79,140 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Capital Investment Advisory Services, | 65,597 | $3M | +61,872 | +1661.0% | 4Q | SEC ↗ |
| 29 | CENTRAL TRUST Co | 58,889 | $2M | -2,628 | -4.3% | 21Q | SEC ↗ |
| 30 | Regal Investment Advisors LLC | 58,687 | $2M | +483 | +0.8% | 4Q | SEC ↗ |
| 31 | Mendel Money Management | 56,735 | $2M | +11,058 | +24.2% | 4Q | SEC ↗ |
| 32 | Lord & Richards Wealth Management, LLC | 56,412 | $2M | +2,724 | +5.1% | 7Q | SEC ↗ |
| 33 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | 42,171 | $2M | -1,539 | -3.5% | 22Q | SEC ↗ |
| 34 | Independent Advisor Alliance | 38,377 | $2M | -43,892 | -53.4% | 5Q | SEC ↗ |
| 35 | Savvy Advisors, Inc. | 36,395 | $1M | -13,299 | -26.8% | 3Q | SEC ↗ |
| 36 | TrueWealth Advisors, LLC | 35,917 | $1M | +208 | +0.6% | 14Q | SEC ↗ |
| 37 | Atria Investments, Inc | 33,645 | $1M | +1,228 | +3.8% | 9Q | SEC ↗ |
| 38 | GERBER, LLC | 32,739 | $1M | +8,248 | +33.7% | 3Q | SEC ↗ |
| 39 | DIVERSIFIED TRUST CO | 31,008 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 40 | KFG WEALTH MANAGEMENT, LLC | 30,734 | $1M | -1,502 | -4.7% | 8Q | SEC ↗ |
| 41 | Talon Private Wealth, LLC | 25,907 | $1M | -1,051 | -3.9% | 2Q | SEC ↗ |
| 42 | Kestra Advisory Services, LLC | 24,455 | $975K | +37 | +0.2% | 7Q | SEC ↗ |
| 43 | Prospera Financial Services Inc NEW | 23,001 | $917K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Visionary Horizons, LLC | 22,051 | $879K | +5,443 | +32.8% | 4Q | SEC ↗ |
| 45 | ROYAL BANK OF CANADA | 21,858 | $871K | +10,260 | +88.5% | 2Q | SEC ↗ |
| 46 | Second Half Financial Partners, LLC | 20,429 | $814K | +237 | +1.2% | 8Q | SEC ↗ |
| 47 | RFG Advisory, LLC | 16,866 | $672K | -15,878 | -48.5% | 2Q | SEC ↗ |
| 48 | CITADEL ADVISORS LLC NEW | 11,827 | $471K | — | +0.0% | 1Q | SEC ↗ |
| 49 | GOLDMAN SACHS GROUP INC | 10,384 | $414K | -24,849 | -70.5% | 2Q | SEC ↗ |
| 50 | OSAIC HOLDINGS, INC. | 9,890 | $394K | -277 | -2.7% | 6Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Tailwinds Wealth, LLC | 79,140 | $3M |
| Prospera Financial Services Inc | 23,001 | $917K |
| CITADEL ADVISORS LLC | 11,827 | $471K |
| Cyndeo Wealth Partners, LLC | 6,100 | $243K |
| XY Planning Network, Inc. | 4,990 | $199K |
| Venture Visionary Partners LLC | 4,867 | $194K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,805 | $152K |
| Global Retirement Partners, LLC | 3,544 | $141K |
| ASSETMARK, INC | 550 | $22K |
| IFG Advisory, LLC | 10 | $0K |
| Russell Investments Group, Ltd. | 4 | $0K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 34,800 | $1M |
| True Vision MN LLC | 21,308 | $849K |
| HRT FINANCIAL LP | 19,252 | $767K |
| Betterment LLC | 10,176 | $406K |
| Quantinno Capital Management LP | 8,529 | $340K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 8,202 | $327K |
| Town Capital LLC | 7,690 | $306K |
| Vanguard Personalized Indexing Mana | 5,806 | $231K |
| Cordgrass Capital Advisors, LLC | 4,436 | $177K |
| OPTIMA CAPITAL LLC | 1,797 | $72K |
| CHILTON CAPITAL MANAGEMENT LLC | 953 | $38K |
| MAI Capital Management | 600 | $24K |
| JONES FINANCIAL COMPANIES LLLP | 82 | $3K |
| Rockefeller Capital Management L.P. | 33 | $1K |
| Safe Harbor Fiduciary, LLC | 6 | $0K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| First Heartland Consultants, Inc. | -212,027 | -38.4% | 340,127 |
| Corient Private Wealth LP | -162,769 | -17.5% | 768,521 |
| Independent Advisor Alliance | -43,892 | -53.4% | 38,377 |
| GOLDMAN SACHS GROUP INC | -24,849 | -70.5% | 10,384 |
| RFG Advisory, LLC | -15,878 | -48.5% | 16,866 |
| LPL Financial LLC | -13,497 | -9.7% | 125,562 |
| Savvy Advisors, Inc. | -13,299 | -26.8% | 36,395 |
| RAYMOND JAMES FINANCIAL INC | -11,166 | -2.0% | 542,322 |
| Waterloo Capital, L.P. | -6,567 | -1.4% | 457,187 |
| CENTRAL TRUST Co | -2,628 | -4.3% | 58,889 |
| Clarus Group, Inc. | -2,600 | -1.0% | 265,889 |
| UBS Group AG | -1,878 | -91.3% | 180 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | -1,539 | -3.5% | 42,171 |
| KFG WEALTH MANAGEMENT, LLC | -1,502 | -4.7% | 30,734 |
| Talon Private Wealth, LLC | -1,051 | -3.9% | 25,907 |
| Farther Finance Advisors, LLC | -1,023 | -67.1% | 501 |
| OSAIC HOLDINGS, INC. | -277 | -2.7% | 9,890 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -258 | -90.8% | 26 |
| SIGNATUREFD, LLC | -187 | -99.5% | 1 |
| Princeton Global Asset Management L | -125 | -3.5% | 3,414 |