OSCV Institutional Ownership & Shareholders
OPUS SMALL CAP VALUE ETF (OSCV) is currently held by 75 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $886.30M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Aptus Capital Advisors, Llc is currently the largest disclosed institutional shareholder of OSCV tracked by InsiderSet, reporting ownership valued at approximately $275.50M in its June 30, 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 $268.12M, representing an estimated loss of -2.68% 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
75
Total Reported Value
$886.30M
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$275.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
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 | 2.01% | 6,529,881 | $275,495,700 | $268,116,914 | -$7,378,786 | -2.68% | |
| Integrated Wealth Concepts Llc | 0.66% | 2,377,150 | $100,291,880 | $97,605,779 | -$2,686,101 | -2.68% | |
| Diversified Enterprises, Llc | 3.65% | 2,014,940 | $78,945,345 | $82,733,436 | +$3,788,091 | +4.80% | |
| Guardian Wealth Advisors, Llc / Nc | 3.73% | 1,562,215 | $65,909,845 | $64,144,548 | -$1,765,297 | -2.68% | |
| Envestnet Asset Management Inc | 0.01% | 1,043,663 | $44,032,124 | $42,852,803 | -$1,179,321 | -2.68% | |
| Brogan Financial, Inc. | 13.89% | 821,442 | $34,656,626 | $33,728,409 | -$928,217 | -2.68% | |
| Corient Private Wealth Llc | 0.04% | 768,521 | $32,423,892 | $31,555,472 | -$868,420 | -2.68% | |
| Second Line Capital, Llc | 4.82% | 613,038 | $25,864,091 | $25,171,340 | -$692,751 | -2.68% | |
| Raymond James Financial Inc | 0.01% | 542,322 | $22,880,565 | $22,267,741 | -$612,824 | -2.68% | |
| Park Place Capital Corp | 3.53% | 525,742 | $22,181,108 | $21,586,967 | -$594,141 | -2.68% | |
| Waterloo Capital, L.P. | 1.09% | 457,187 | $19,288,716 | $18,772,098 | -$516,618 | -2.68% | |
| Signal Advisors Wealth, Llc | 0.73% | 422,288 | $16,545,239 | $17,339,145 | +$793,906 | +4.80% | |
| Concurrent Investment Advisors, Llc | 0.11% | 407,953 | $15,983,589 | $16,750,550 | +$766,961 | +4.80% | |
| First Heartland Consultants, Inc. | 0.91% | 348,469 | $13,653,031 | $14,308,137 | +$655,106 | +4.80% | |
| United Advisor Group, Llc | 1.23% | 274,828 | $11,594,993 | $11,284,438 | -$310,555 | -2.68% | |
| Sws Partners | 2.22% | 263,806 | $10,335,924 | $10,831,874 | +$495,950 | +4.80% | |
| 6Th Street Advisors, Llc | 5.33% | 235,477 | $9,225,976 | $9,668,686 | +$442,710 | +4.80% | |
| Advisory Services Network, Llc | 0.09% | 177,212 | $7,476,571 | $7,276,325 | -$200,246 | -2.68% | |
| Financial Guidance Group, Inc. | 2.61% | 186,180 | $7,294,517 | $7,644,551 | +$350,034 | +4.80% | |
| Clarus Group, Inc. | 1.91% | 147,933 | $5,796,003 | $6,074,129 | +$278,126 | +4.80% | |
| Mbe Wealth Management, Llc | 1.92% | 138,967 | $5,444,735 | $5,705,985 | +$261,250 | +4.80% | |
| Lpl Financial Llc | 0.00% | 125,562 | $5,297,465 | $5,155,576 | -$141,889 | -2.68% | |
| Silver Oak Securities, Incorporated | 0.31% | 120,182 | $5,070,468 | $4,934,673 | -$135,795 | -2.68% | |
| Prime Capital Investment Advisors, Llc | 0.04% | 109,163 | $4,276,994 | $4,482,233 | +$205,239 | +4.80% | |
| Renasant Bank | 2.32% | 85,426 | $3,604,123 | $3,507,592 | -$96,531 | -2.68% | |
| Maripau Wealth Management Llc | 1.24% | 82,016 | $3,469,199 | $3,367,577 | -$101,622 | -2.93% | |
| Tailwinds Wealth, Llc | 1.97% | 79,140 | $3,338,916 | $3,249,488 | -$89,428 | -2.68% | |
| Cushing Capital Partners, Llc | 2.01% | 83,677 | $3,278,447 | $3,435,778 | +$157,331 | +4.80% | |
| Capital Investment Advisory Services, Llc | 0.17% | 67,389 | $2,681,624 | $2,766,992 | +$85,368 | +3.18% | |
| Central Trust Co | 0.04% | 58,889 | $2,484,528 | $2,417,982 | -$66,546 | -2.68% | |
| Regal Investment Advisors Llc | 0.13% | 58,687 | $2,476,005 | $2,409,688 | -$66,317 | -2.68% | |
| Mendel Money Management | 0.88% | 56,735 | $2,393,650 | $2,329,539 | -$64,111 | -2.68% | |
| Lord & Richards Wealth Management, Llc | 1.41% | 47,095 | $1,845,161 | $1,933,721 | +$88,560 | +4.80% | |
| One Plus One Wealth Management, Llc | 0.72% | 43,489 | $1,703,899 | $1,785,658 | +$81,759 | +4.80% | |
| Independent Advisor Alliance | 0.04% | 38,377 | $1,619,133 | $1,575,760 | -$43,373 | -2.68% | |
| Savvy Advisors, Inc. | 0.03% | 36,395 | $1,535,503 | $1,494,379 | -$41,124 | -2.68% | |
| Gerber, Llc | 0.69% | 38,590 | $1,511,954 | $1,584,505 | +$72,551 | +4.80% | |
| Atria Investments, Inc | 0.01% | 36,276 | $1,421,305 | $1,489,493 | +$68,188 | +4.80% | |
| Truewealth Advisors, Llc | 0.31% | 35,414 | $1,387,521 | $1,454,099 | +$66,578 | +4.80% | |
| Diversified Trust Co | 0.02% | 31,008 | $1,308,227 | $1,273,188 | -$35,039 | -2.68% | |
| Talon Private Wealth, Llc | 0.13% | 25,907 | $1,093,007 | $1,063,741 | -$29,266 | -2.68% | |
| Kestra Advisory Services, Llc | 0.00% | 24,455 | $1,031,754 | $1,004,122 | -$27,632 | -2.68% | |
| Prospera Financial Services Inc | 0.01% | 23,001 | $970,364 | $944,421 | -$25,943 | -2.67% | |
| Royal Bank Of Canada | 0.00% | 21,858 | $922,000 | $897,489 | -$24,511 | -2.66% | |
| Visionary Horizons, Llc | 0.36% | 23,232 | $910,258 | $953,906 | +$43,648 | +4.80% | |
| Second Half Financial Partners, Llc | 0.35% | 20,429 | $861,900 | $838,815 | -$23,085 | -2.68% | |
| Kfg Wealth Management, Llc | 0.09% | 20,425 | $800,250 | $838,651 | +$38,401 | +4.80% | |
| Rfg Advisory, Llc | 0.01% | 16,866 | $711,595 | $692,518 | -$19,077 | -2.68% | |
| Citadel Advisors Llc | 0.00% | 11,827 | $498,981 | $485,617 | -$13,364 | -2.68% | |
| Goldman Sachs Group Inc | 0.00% | 10,384 | $438,101 | $426,367 | -$11,734 | -2.68% |
Frequently asked questions about OSCV
Who are the largest institutional holders of OSCV?
The largest institutional holders of OSCV reported in the latest SEC Form 13F filings include Aptus Capital Advisors, Llc, Integrated Wealth Concepts Llc, Diversified Enterprises, Llc, Guardian Wealth Advisors, Llc / Nc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported OSCV position.
What is OSCV institutional ownership?
This page tracks OSCV positions reported by institutional investment managers through SEC Form 13F. OPUS SMALL CAP VALUE ETF (OSCV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OSCV?
InsiderSet currently tracks 75 institutional managers reporting OSCV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OSCV shareholders.
How much OSCV stock do institutions own?
Institutional investment managers disclosed approximately $886.30M in OSCV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OSCV institutional ownership last updated?
The latest OSCV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OSCV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OSCV position after the reporting date.
Are institutions buying or selling OSCV?
Institutional buying and selling can be analyzed by comparing OSCV positions across consecutive 13F reporting periods. InsiderSet's OSCV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OSCV ownership changes.
How has OSCV institutional ownership changed over time?
InsiderSet tracks OSCV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.