OPUS SMALL CAP VALUE ETF (OSCV) Institutional Ownership Changes & 13F Activity

OPUS SMALL CAP VALUE ETF (OSCV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Aptus Capital Advisors, Llc, Corient Private Wealth Llc, Integrated Wealth Concepts Llc, Independent Advisor Alliance, and Goldman Sachs Group Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Talon Private Wealth, LlcSell-1,051-3.9%25,907$1.09MQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+65,812+2.8%2,377,150$100.29MQ2 2026Sep 09, 2026
Second Line Capital, LlcBuy+20,103+3.4%613,038$25.86MQ2 2026Sep 02, 2026
Citadel Advisors LlcBuy+11,82711,827$498.98KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-162,769-17.5%768,521$32.42MQ2 2026Aug 27, 2026
Goldman Sachs Group IncSell-24,849-70.5%10,384$438.10KQ2 2026Aug 14, 2026
Park Place Capital CorpBuy+23,791+4.7%525,742$22.18MQ2 2026Aug 14, 2026
Guardian Wealth Advisors, Llc / NcBuy+23,672+1.5%1,562,215$65.91MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-11,166-2.0%542,322$22.88MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+10,260+88.5%21,858$922.00KQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+483+0.8%58,687$2.48MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-277-2.7%9,890$417.52KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+19+950.0%21$866.00Q2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1010$422.00Q2 2026Aug 14, 2026
Brogan Financial, Inc.Buy+3,824+0.5%821,442$34.66MQ2 2026Aug 13, 2026
Ubs Group AgSell-1,878-91.3%180$7.59KQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcSell-258-90.8%26$1.10KQ2 2026Aug 13, 2026
Aptus Capital Advisors, LlcBuy+967,205+17.4%6,529,881$275.50MQ2 2026Aug 12, 2026
Independent Advisor AllianceSell-43,892-53.4%38,377$1.62MQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+14,529+8.9%177,212$7.48MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+2,3542,354$98.89KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+6464$2.70KQ2 2026Aug 12, 2026
Maripau Wealth Management LlcBuy+10,595+14.8%82,016$3.47MQ2 2026Aug 11, 2026
Renasant BankBuy+3,104+3.8%85,426$3.60MQ2 2026Aug 11, 2026
Lpl Financial LlcSell-13,497-9.7%125,562$5.30MQ2 2026Aug 07, 2026
Silver Oak Securities, IncorporatedBuy+10,663+9.7%120,182$5.07MQ2 2026Aug 07, 2026
Russell Investments Group, Ltd.Buy+44$169.00Q2 2026Aug 06, 2026
Prime Capital Investment Advisors, LlcBuy+14,123+16.1%101,940$4.30MQ2 2026Aug 05, 2026
Retirement Planning Group, LlcSell-97-1.7%5,459$230.31KQ2 2026Aug 05, 2026
Parallel Advisors, LlcBuy+2+0.1%1,957$82.61KQ2 2026Aug 05, 2026
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Frequently asked questions about OSCV activity

  • Which institutional owners are buying OSCV?

    Institutional owners buying OSCV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in OSCV activity?

    "Buy" means an investor increased their reported position in OSCV compared to the prior reporting period. This reflects growing exposure to OPUS SMALL CAP VALUE ETF (OSCV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in OSCV increasing?

    Institutional interest in OSCV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.