Who Owns OSCV?
Opus Small Cap Value ETF — Institutional Ownership & 13F Holdings
$40.88
-0.54 (-1.30%)
Market Cap
$670.8M
Shares Outstanding
15,649,982
Institutional Holders
53
Total Inst. Value
$354.3M
% of Float Held
—
QoQ Holder Change
+28
Institutional data as of Q1 2025
New Positions
19
Closed Positions
7
Increased
26
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $56.9M | 1,633,913 |
| 2 | Diversified Enterprises, LLC | $52.9M | 1,517,552 |
| 3 | GUARDIAN WEALTH ADVISORS, LLC / NC | $49.7M | 1,426,037 |
| 4 | Integrated Wealth Concepts LLC | $49.4M | 1,418,522 |
| 5 | BROGAN FINANCIAL, INC. | $27.5M | 789,284 |
| 6 | First Heartland Consultants, Inc. | $19.7M | 566,643 |
| 7 | Second Line Capital, LLC | $18.3M | 523,710 |
| 8 | Park Place Capital CorpNew | $15.2M | 435,496 |
| 9 | KFG WEALTH MANAGEMENT, LLC | $13.8M | 395,286 |
| 10 | United Advisor Group, LLC | $6.7M | 192,309 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +107K | $56.9M |
| Diversified Enterprises, LLC | +98K | $52.9M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | +44K | $49.7M |
| Integrated Wealth Concepts LLC | +429K | $49.4M |
| BROGAN FINANCIAL, INC. | +15K | $27.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CENTRAL TRUST Co | -15K | $3.9M |
| MAI Capital Management | -4K | $21K |
| Parallel Advisors, LLC | -4K | $19K |
| JPMORGAN CHASE & CO | -33 | $67K |
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Frequently Asked Questions
How many institutional investors hold OSCV?
As of Q1 2025, 53 institutional investors report holding OSCV (Opus Small Cap Value ETF) in their 13F filings.
Which hedge fund owns the most OSCV?
The largest institutional holder of OSCV is RAYMOND JAMES FINANCIAL INC with $56.9M in shares.
Are institutions buying or selling OSCV?
This quarter, 19 institutions opened new positions in OSCV and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.