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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | Sell | -1,051 | -3.9% | 25,907 | $1.09M | Q2 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Buy | +65,812 | +2.8% | 2,377,150 | $100.29M | Q2 2026 | Sep 09, 2026 |
| Second Line Capital, Llc | Buy | +20,103 | +3.4% | 613,038 | $25.86M | Q2 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Buy | +11,827 | — | 11,827 | $498.98K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -162,769 | -17.5% | 768,521 | $32.42M | Q2 2026 | Aug 27, 2026 |
| Goldman Sachs Group Inc | Sell | -24,849 | -70.5% | 10,384 | $438.10K | Q2 2026 | Aug 14, 2026 |
| Park Place Capital Corp | Buy | +23,791 | +4.7% | 525,742 | $22.18M | Q2 2026 | Aug 14, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Buy | +23,672 | +1.5% | 1,562,215 | $65.91M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -11,166 | -2.0% | 542,322 | $22.88M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +10,260 | +88.5% | 21,858 | $922.00K | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Buy | +483 | +0.8% | 58,687 | $2.48M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -277 | -2.7% | 9,890 | $417.52K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +19 | +950.0% | 21 | $866.00 | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +10 | — | 10 | $422.00 | Q2 2026 | Aug 14, 2026 |
| Brogan Financial, Inc. | Buy | +3,824 | +0.5% | 821,442 | $34.66M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -1,878 | -91.3% | 180 | $7.59K | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Sell | -258 | -90.8% | 26 | $1.10K | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, Llc | Buy | +967,205 | +17.4% | 6,529,881 | $275.50M | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | Sell | -43,892 | -53.4% | 38,377 | $1.62M | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +14,529 | +8.9% | 177,212 | $7.48M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +2,354 | — | 2,354 | $98.89K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +64 | — | 64 | $2.70K | Q2 2026 | Aug 12, 2026 |
| Maripau Wealth Management Llc | Buy | +10,595 | +14.8% | 82,016 | $3.47M | Q2 2026 | Aug 11, 2026 |
| Renasant Bank | Buy | +3,104 | +3.8% | 85,426 | $3.60M | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Sell | -13,497 | -9.7% | 125,562 | $5.30M | Q2 2026 | Aug 07, 2026 |
| Silver Oak Securities, Incorporated | Buy | +10,663 | +9.7% | 120,182 | $5.07M | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | Buy | +4 | — | 4 | $169.00 | Q2 2026 | Aug 06, 2026 |
| Prime Capital Investment Advisors, Llc | Buy | +14,123 | +16.1% | 101,940 | $4.30M | Q2 2026 | Aug 05, 2026 |
| Retirement Planning Group, Llc | Sell | -97 | -1.7% | 5,459 | $230.31K | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, Llc | Buy | +2 | +0.1% | 1,957 | $82.61K | Q2 2026 | Aug 05, 2026 |
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.