OPUS SMALL CAP VALUE ETF (OSCV) Top Institutional Shareholders
OPUS SMALL CAP VALUE ETF (OSCV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $781.82M in OSCV holdings during the latest filing period.
Aptus Capital Advisors, Llc is currently the largest disclosed institutional shareholder of OSCV tracked by InsiderSet, reporting ownership valued at approximately $219.39M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $226.18M, representing an estimated gain of +3.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed OSCV value among the investors covered in this analysis. Major shareholders include Aptus Capital Advisors, Llc, Integrated Wealth Concepts Llc, Diversified Enterprises, Llc, and several other long-term asset managers with concentrated positions in OPUS SMALL CAP VALUE ETF (OSCV).
This page ranks the largest institutional OSCV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
70
Total Reported Value
$781.82M
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$219.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
82
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, Llc | 1.84% | 5,562,676 | $219,391,923 | $226,178,406 | +$6,786,483 | +3.09% | |
| Integrated Wealth Concepts Llc | 0.73% | 2,311,338 | $91,159,138 | $93,979,003 | +$2,819,865 | +3.09% | |
| Diversified Enterprises, Llc | 4.04% | 1,868,717 | $73,702,195 | $75,982,033 | +$2,279,838 | +3.09% | |
| Guardian Wealth Advisors, Llc / Nc | 3.86% | 1,538,543 | $60,680,136 | $62,557,158 | +$1,877,022 | +3.09% | |
| Envestnet Asset Management Inc | 0.01% | 975,399 | $38,469,718 | $39,659,723 | +$1,190,005 | +3.09% | |
| Corient Private Wealth Llc | 0.05% | 931,290 | $36,730,076 | $37,866,251 | +$1,136,175 | +3.09% | |
| Brogan Financial, Inc. | 14.18% | 817,618 | $32,246,852 | $33,244,348 | +$997,496 | +3.09% | |
| Second Line Capital, Llc | 4.64% | 592,935 | $24,494,143 | $24,108,737 | -$385,406 | -1.57% | |
| Raymond James Financial Inc | 0.01% | 553,488 | $21,829,567 | $22,504,822 | +$675,255 | +3.09% | |
| First Heartland Consultants, Inc. | 1.67% | 552,154 | $21,776,970 | $22,450,582 | +$673,612 | +3.09% | |
| Park Place Capital Corp | 3.97% | 501,951 | $19,796,955 | $20,409,328 | +$612,373 | +3.09% | |
| Waterloo Capital, L.P. | 1.28% | 463,754 | $18,290,444 | $18,856,238 | +$565,794 | +3.09% | |
| Signal Advisors Wealth, Llc | 0.74% | 273,404 | $10,783,064 | $11,116,607 | +$333,543 | +3.09% | |
| Clarus Group, Inc. | 3.80% | 268,489 | $10,589,187 | $10,916,763 | +$327,576 | +3.09% | |
| United Advisor Group, Llc | 1.28% | 261,589 | $10,317,060 | $10,636,209 | +$319,149 | +3.09% | |
| 6Th Street Advisors, Llc | 5.83% | 234,841 | $9,262,111 | $9,548,635 | +$286,524 | +3.09% | |
| Sws Partners | 2.25% | 231,124 | $9,115,524 | $9,397,502 | +$281,978 | +3.09% | |
| Financial Guidance Group, Inc. | 2.64% | 166,592 | $6,570,381 | $6,773,631 | +$203,250 | +3.09% | |
| Advisory Services Network, Llc | 0.09% | 162,683 | $6,416,229 | $6,614,691 | +$198,462 | +3.09% | |
| Mbe Wealth Management, Llc | 2.31% | 141,097 | $5,564,875 | $5,737,004 | +$172,129 | +3.09% | |
| Lpl Financial Llc | 0.00% | 139,059 | $5,484,494 | $5,654,139 | +$169,645 | +3.09% | |
| Silver Oak Securities, Incorporated | 0.32% | 109,519 | $4,319,432 | $4,453,043 | +$133,611 | +3.09% | |
| Prime Capital Investment Advisors, Llc | 0.04% | 87,817 | $3,463,493 | $3,570,639 | +$107,146 | +3.09% | |
| Renasant Bank | 2.30% | 82,322 | $3,246,780 | $3,347,213 | +$100,433 | +3.09% | |
| Independent Advisor Alliance | 0.03% | 82,269 | $3,244,702 | $3,345,058 | +$100,356 | +3.09% | |
| Cushing Capital Partners, Llc | 2.48% | 81,746 | $3,224,080 | $3,323,792 | +$99,712 | +3.09% | |
| Maripau Wealth Management Llc | 1.24% | 71,421 | $2,816,856 | $2,903,978 | +$87,122 | +3.09% | |
| Central Trust Co | 0.05% | 61,517 | $2,426,232 | $2,501,281 | +$75,049 | +3.09% | |
| Regal Investment Advisors Llc | 0.13% | 58,204 | $2,295,566 | $2,366,575 | +$71,009 | +3.09% | |
| Lord & Richards Wealth Management, Llc | 1.86% | 53,688 | $2,117,497 | $2,182,954 | +$65,457 | +3.09% | |
| Savvy Advisors, Inc. | 0.05% | 49,694 | $1,959,912 | $2,020,558 | +$60,646 | +3.09% | |
| Mendel Money Management | 0.75% | 45,677 | $1,801,501 | $1,857,227 | +$55,726 | +3.09% | |
| One Plus One Wealth Management, Llc | 0.73% | 43,710 | $1,723,922 | $1,777,249 | +$53,327 | +3.09% | |
| Truewealth Advisors, Llc | 0.35% | 35,709 | $1,408,371 | $1,451,928 | +$43,557 | +3.09% | |
| Goldman Sachs Group Inc | 0.00% | 35,233 | $1,389,590 | $1,432,574 | +$42,984 | +3.09% | |
| Two Sigma Investments, Lp | 0.00% | 34,800 | $1,372,512 | $1,414,968 | +$42,456 | +3.09% | |
| Rfg Advisory, Llc | 0.02% | 32,744 | $1,291,407 | $1,331,371 | +$39,964 | +3.09% | |
| Atria Investments, Inc | 0.01% | 32,417 | $1,278,528 | $1,318,075 | +$39,547 | +3.09% | |
| Kfg Wealth Management, Llc | 0.16% | 32,236 | $1,271,396 | $1,310,716 | +$39,320 | +3.09% | |
| Diversified Trust Co | 0.02% | 31,008 | $1,222,955 | $1,260,785 | +$37,830 | +3.09% | |
| Talon Private Wealth, Llc | 0.14% | 26,958 | $1,063,180 | $1,096,112 | +$32,932 | +3.10% | |
| Gerber, Llc | 0.55% | 24,491 | $965,936 | $995,804 | +$29,868 | +3.09% | |
| Kestra Advisory Services, Llc | 0.00% | 24,418 | $963,031 | $992,836 | +$29,805 | +3.09% | |
| Second Half Financial Partners, Llc | 0.36% | 20,192 | $796,372 | $821,007 | +$24,635 | +3.09% | |
| Visionary Horizons, Llc | 0.32% | 16,608 | $655,026 | $675,281 | +$20,255 | +3.09% | |
| Royal Bank Of Canada | 0.00% | 11,598 | $457,000 | $471,575 | +$14,575 | +3.19% | |
| Osaic Holdings, Inc. | 0.00% | 10,167 | $401,243 | $413,390 | +$12,147 | +3.03% | |
| Susquehanna International Group, Llp | 0.00% | 8,202 | $323,487 | $333,493 | +$10,006 | +3.09% | |
| Heritage Wealth Management, Inc. | 0.15% | 7,830 | $308,815 | $318,368 | +$9,553 | +3.09% | |
| Strong Retirement Solutions Llc | 0.16% | 5,908 | $233,011 | $240,219 | +$7,208 | +3.09% |
Frequently asked questions about OSCV
Who owns the most OSCV stock?
The largest holders of OSCV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for OPUS SMALL CAP VALUE ETF (OSCV).
Is OSCV widely held by superinvestors?
Many widely followed stocks like OSCV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OSCV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.