OPUS SMALL CAP VALUE ETF OSCV
$42.21
+0.1% 52w: $35.06 – $42.21
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data35.0638.6442.21
Jun 20, 2025 Jul 2, 2026
Institutional holders
73
-2 QoQ
13F value
$782.2M
+3.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns OSCV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | Wealth advisor | 5.6M | $219.4M | 1.8% | -3.6% |
| Integrated Wealth Concepts LLC | Wealth advisor | 2.3M | $91.2M | 0.7% | +16.6% |
| Diversified Enterprises, LLC | Wealth advisor | 1.9M | $73.7M | 4.0% | +4.7% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | Wealth advisor | 1.5M | $60.7M | 3.9% | -4.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 975.4K | $38.5M | 0.0% | New |
| Corient Private Wealth LLC | Diversified mechanical | 931.3K | $36.7M | 0.1% | -58.1% |
| BROGAN FINANCIAL, INC. | Wealth advisor | 817.6K | $32.2M | 14.2% | +1.2% |
| Second Line Capital, LLC | Wealth advisor | 592.9K | $24.5M | 4.6% | +2.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 553.5K | $21.8M | 0.0% | +1.9% |
| First Heartland Consultants, Inc. | Wealth advisor | 552.2K | $21.8M | 1.7% | +1.5% |
| Park Place Capital Corp | Wealth advisor | 502.0K | $19.8M | 4.0% | +3.2% |
| Waterloo Capital, L.P. | Wealth advisor | 463.8K | $18.3M | 1.3% | -1.0% |
| Signal Advisors Wealth, LLC | Wealth advisor | 273.4K | $10.8M | 0.7% | +26.8% |
| Clarus Group, Inc. | Wealth advisor | 268.5K | $10.6M | 3.8% | -0.6% |
| United Advisor Group, LLC | Wealth advisor | 261.6K | $10.3M | 1.3% | +2.7% |
| 6th Street Advisors, LLC | Wealth advisor | 234.8K | $9.3M | 5.8% | — |
| SWS Partners | Other | 231.1K | $9.1M | 2.2% | -2.7% |
| Financial Guidance Group, Inc. | Wealth advisor | 166.6K | $6.6M | 2.6% | +8.9% |
| Advisory Services Network, LLC | Diversified mechanical | 162.7K | $6.4M | 0.1% | -16.0% |
| MBE Wealth Management, LLC | Wealth advisor | 141.1K | $5.6M | 2.3% | -1.5% |
| LPL Financial LLC | Bank broker | 139.1K | $5.5M | 0.0% | -12.6% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 109.5K | $4.3M | 0.3% | -22.5% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 87.8K | $3.5M | 0.0% | +18.6% |
| RENASANT BANK | Wealth advisor | 82.3K | $3.2M | 2.3% | -7.5% |
| Independent Advisor Alliance | Wealth advisor | 82.3K | $3.2M | 0.0% | +116.7% |
| Cushing Capital Partners, LLC | Wealth advisor | 81.7K | $3.2M | 2.5% | -8.1% |
| MARIPAU WEALTH MANAGEMENT LLC | Wealth advisor | 71.4K | $2.8M | 1.2% | +7.8% |
| CENTRAL TRUST Co | Diversified mechanical | 61.5K | $2.4M | 0.0% | -13.5% |
| Regal Investment Advisors LLC | Wealth advisor | 58.2K | $2.3M | 0.1% | +4.2% |
| Lord & Richards Wealth Management, LLC | Wealth advisor | 53.7K | $2.1M | 1.9% | +3.4% |
| Savvy Advisors, Inc. | Wealth advisor | 49.7K | $2.0M | 0.1% | -69.2% |
| Mendel Money Management | Other | 45.7K | $1.8M | 0.8% | +29.2% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | Wealth advisor | 43.7K | $1.7M | 0.7% | +3.5% |
| TrueWealth Advisors, LLC | Wealth advisor | 35.7K | $1.4M | 0.4% | -6.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 35.2K | $1.4M | 0.0% | New |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 34.8K | $1.4M | 0.0% | -48.6% |
| RFG Advisory, LLC | Wealth advisor | 32.7K | $1.3M | 0.0% | New |
| Atria Investments, Inc | Wealth advisor | 32.4K | $1.3M | 0.0% | -6.4% |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 32.2K | $1.3M | 0.2% | -94.1% |
| Diversified Trust Co | Other | 31.0K | $1.2M | 0.0% | Held |
| Talon Private Wealth, LLC | Wealth advisor | 27.0K | $1.1M | 0.1% | — |
| GERBER, LLC | Wealth advisor | 24.5K | $966K | 0.5% | +50.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 24.4K | $963K | 0.0% | -2.8% |
| Second Half Financial Partners, LLC | Wealth advisor | 20.2K | $796K | 0.4% | +11.4% |
| Visionary Horizons, LLC | Wealth advisor | 16.6K | $655K | 0.3% | +12.0% |
| ROYAL BANK OF CANADA | Bank broker | 11.6K | $457K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 10.2K | $401K | 0.0% | -2.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 8.2K | $323K | 0.0% | -65.0% |
| Heritage Wealth Management, Inc. | Other | 7.8K | $309K | 0.2% | Held |
| Town Capital LLC | Wealth advisor | 7.7K | $303K | 0.2% | -39.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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