OPUS SMALL CAP VALUE ETF (OSCV) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $934.39M 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 $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 $276.28M, representing an estimated gain of +0.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% 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
77
Total Reported Value
$934.39M
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$275.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
90
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 | $276,279,265 | +$783,565 | +0.28% | |
| Integrated Wealth Concepts Llc | 0.75% | 3,638,836 | $153,523,426 | $153,959,151 | +$435,725 | +0.28% | |
| Diversified Enterprises, Llc | 3.97% | 1,942,866 | $81,969,534 | $82,202,660 | +$233,126 | +0.28% | |
| Guardian Wealth Advisors, Llc / Nc | 3.73% | 1,562,215 | $65,909,845 | $66,097,317 | +$187,472 | +0.28% | |
| Envestnet Asset Management Inc | 0.01% | 1,043,663 | $44,032,124 | $44,157,382 | +$125,258 | +0.28% | |
| Brogan Financial, Inc. | 13.89% | 821,442 | $34,656,626 | $34,755,211 | +$98,585 | +0.28% | |
| Corient Private Wealth Llc | 0.04% | 768,521 | $32,423,892 | $32,516,124 | +$92,232 | +0.28% | |
| Second Line Capital, Llc | 4.82% | 613,038 | $25,864,091 | $25,937,638 | +$73,547 | +0.28% | |
| Raymond James Financial Inc | 0.01% | 542,322 | $22,880,565 | $22,945,644 | +$65,079 | +0.28% | |
| Park Place Capital Corp | 3.53% | 525,742 | $22,181,108 | $22,244,144 | +$63,036 | +0.28% | |
| Waterloo Capital, L.P. | 1.09% | 457,187 | $19,288,716 | $19,343,582 | +$54,866 | +0.28% | |
| Signal Advisors Wealth, Llc | 0.82% | 369,268 | $15,579,400 | $15,623,729 | +$44,329 | +0.28% | |
| First Heartland Consultants, Inc. | 0.93% | 340,127 | $14,349,962 | $14,390,773 | +$40,811 | +0.28% | |
| United Advisor Group, Llc | 1.23% | 274,828 | $11,594,993 | $11,627,973 | +$32,980 | +0.28% | |
| Clarus Group, Inc. | 3.80% | 265,889 | $11,217,851 | $11,249,764 | +$31,913 | +0.28% | |
| 6Th Street Advisors, Llc | 5.71% | 235,616 | $9,940,648 | $9,968,913 | +$28,265 | +0.28% | |
| Sws Partners | 2.12% | 232,209 | $9,796,893 | $9,824,763 | +$27,870 | +0.28% | |
| Advisory Services Network, Llc | 0.09% | 177,212 | $7,476,571 | $7,497,840 | +$21,269 | +0.28% | |
| Financial Guidance Group, Inc. | 2.64% | 166,945 | $7,043,401 | $7,063,443 | +$20,042 | +0.28% | |
| Mbe Wealth Management, Llc | 2.11% | 142,463 | $6,010,498 | $6,027,610 | +$17,112 | +0.28% | |
| Lpl Financial Llc | 0.00% | 125,562 | $5,297,465 | $5,312,528 | +$15,063 | +0.28% | |
| Silver Oak Securities, Incorporated | 0.31% | 120,182 | $5,070,468 | $5,084,900 | +$14,432 | +0.28% | |
| Prime Capital Investment Advisors, Llc | 0.04% | 101,940 | $4,300,864 | $4,313,081 | +$12,217 | +0.28% | |
| Cushing Capital Partners, Llc | 2.51% | 86,299 | $3,640,950 | $3,651,311 | +$10,361 | +0.28% | |
| Renasant Bank | 2.32% | 85,426 | $3,604,123 | $3,614,374 | +$10,251 | +0.28% | |
| Maripau Wealth Management Llc | 1.24% | 82,016 | $3,469,199 | $3,470,097 | +$898 | +0.03% | |
| Tailwinds Wealth, Llc | 1.97% | 79,140 | $3,338,916 | $3,348,413 | +$9,497 | +0.28% | |
| Capital Investment Advisory Services, Llc | 0.17% | 65,597 | $2,767,521 | $2,775,409 | +$7,888 | +0.29% | |
| Central Trust Co | 0.04% | 58,889 | $2,484,528 | $2,491,594 | +$7,066 | +0.28% | |
| Regal Investment Advisors Llc | 0.13% | 58,687 | $2,476,005 | $2,483,047 | +$7,042 | +0.28% | |
| Mendel Money Management | 0.88% | 56,735 | $2,393,650 | $2,400,458 | +$6,808 | +0.28% | |
| Lord & Richards Wealth Management, Llc | 1.86% | 56,412 | $2,379,998 | $2,386,792 | +$6,794 | +0.29% | |
| One Plus One Wealth Management, Llc | 0.78% | 42,171 | $1,779,194 | $1,784,255 | +$5,061 | +0.28% | |
| Independent Advisor Alliance | 0.04% | 38,377 | $1,619,133 | $1,623,731 | +$4,598 | +0.28% | |
| Savvy Advisors, Inc. | 0.03% | 36,395 | $1,535,503 | $1,539,872 | +$4,369 | +0.28% | |
| Truewealth Advisors, Llc | 0.34% | 35,917 | $1,515,331 | $1,519,648 | +$4,317 | +0.28% | |
| Atria Investments, Inc | 0.01% | 33,645 | $1,419,476 | $1,423,520 | +$4,044 | +0.28% | |
| Gerber, Llc | 0.65% | 32,739 | $1,381,256 | $1,385,187 | +$3,931 | +0.28% | |
| Diversified Trust Co | 0.02% | 31,008 | $1,308,227 | $1,311,948 | +$3,721 | +0.28% | |
| Kfg Wealth Management, Llc | 0.15% | 30,734 | $1,296,657 | $1,300,356 | +$3,699 | +0.29% | |
| Talon Private Wealth, Llc | 0.14% | 26,958 | $1,063,180 | $1,140,593 | +$77,413 | +7.28% | |
| Kestra Advisory Services, Llc | 0.00% | 24,455 | $1,031,754 | $1,034,691 | +$2,937 | +0.28% | |
| Prospera Financial Services Inc | 0.01% | 23,001 | $970,364 | $973,172 | +$2,808 | +0.29% | |
| Visionary Horizons, Llc | 0.39% | 22,051 | $930,349 | $932,978 | +$2,629 | +0.28% | |
| Royal Bank Of Canada | 0.00% | 21,858 | $922,000 | $924,812 | +$2,812 | +0.30% | |
| Second Half Financial Partners, Llc | 0.35% | 20,429 | $861,900 | $864,351 | +$2,451 | +0.28% | |
| Rfg Advisory, Llc | 0.01% | 16,866 | $711,595 | $713,600 | +$2,005 | +0.28% | |
| Citadel Advisors Llc | 0.00% | 11,827 | $498,981 | $500,400 | +$1,419 | +0.28% | |
| Goldman Sachs Group Inc | 0.00% | 10,384 | $438,101 | $439,347 | +$1,246 | +0.28% | |
| Osaic Holdings, Inc. | 0.00% | 9,890 | $417,520 | $418,446 | +$926 | +0.22% |
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.