Who Owns Opus Small Cap Value ETF (OSCV)?Hedge Fund & Institutional Holders

$38.79+0.01 (+0.02%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -2

Price History

$31.34$33.88$36.41$38.95$41.48Sep 24Jun 25Mar 26

OSCV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Park Place Capital CorpNew Position+486K+$18.0B
Aptus Capital Advisors, LLCIncreased+631K+$16.4B
Clarus Group, Inc.New Position+270K+$10.0B
Savvy Advisors, Inc.New Position+161K+$6.0B
Financial Guidance Group, Inc.New Position+153K+$5.7B
MBE Wealth Management, LLCNew Position+143K+$5.3B
SILVER OAK SECURITIES, INCORPORATEDNew Position+141K+$5.3B
Renasant BankNew Position+89K+$3.3B
Pandora Wealth, Inc.New Position+73K+$2.7B
CENTRAL TRUST CoNew Position+71K+$2.6B
TWO SIGMA INVESTMENTS, LPNew Position+68K+$2.0B
KFG WEALTH MANAGEMENT, LLCIncreased+62K+$1.7B
Regal Investment Advisors LLCIncreased+43K+$1.6B
ONE PLUS ONE WEALTH MANAGEMENT, LLCNew Position+42K+$1.6B
Diversified Trust CoNew Position+31K+$1.1B

OSCV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Integrated Wealth Concepts LLCDecreased-224K-$84.3B
LPL Financial LLCDecreased-19K-$6.8B
First Heartland Consultants, Inc.Decreased-104K-$4.6B
BROGAN FINANCIAL, INC.Decreased-22K-$1.8B
OSAIC HOLDINGS, INC.Decreased-4K-$566.9M
MERCER GLOBAL ADVISORS INC /ADVDecreased-2K-$459.7M
TrueWealth Advisors, LLCDecreased-5K-$251.9M
BOKF, NAClosed Position-3K-$104.4M
JPMORGAN CHASE & CODecreased-122-$93.0M
O'SHAUGHNESSY ASSET MANAGEMENT, LLCDecreased-190-$25.8M
Second Half Financial Partners, LLCDecreased-46-$23.7M
WELLS FARGO & COMPANY/MNDecreased-458-$17.6M
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-291-$11.7M
TCFG WEALTH MANAGEMENT, LLCClosed Position-27K-$698K
MORGAN STANLEYDecreased-1-$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Aptus Capital Advisors, LLC5,419,522$200.0B1.43%Share
2Diversified Enterprises, LLC1,784,832$66.1B3.93%Share
3GUARDIAN WEALTH ADVISORS, LLC / NC1,604,109$59.4B3.69%Share
4BROGAN FINANCIAL, INC.808,273$29.9B13.08%Share
5Second Line Capital, LLC581,039$21.5B4.42%Share
6KFG WEALTH MANAGEMENT, LLC545,056$20.2B2.70%Share
7First Heartland Consultants, Inc.543,858$20.1B1.53%Share
8RAYMOND JAMES FINANCIAL INC537,521$19.0B0.01%Share
9Park Place Capital Corp486,401$18.0B3.75%Share
10Aptus Capital Advisors, LLC353,357$13.0B0.09%Share
11Clarus Group, Inc.270,227$10.0B3.60%Share
12United Advisor Group, LLC254,655$9.4B1.18%Share
13Signal Advisors Wealth, LLC215,585$8.0B0.63%Share
14Savvy Advisors, Inc.161,148$6.0B0.19%Share
15Financial Guidance Group, Inc.152,985$5.7B2.32%Share
16MBE Wealth Management, LLC143,252$5.3B2.22%Share
17SILVER OAK SECURITIES, INCORPORATED141,369$5.3B0.36%Share
18Cushing Capital Partners, LLC88,957$3.3B2.44%Share
19Renasant Bank81,937$3.0B2.06%Share
20Pandora Wealth, Inc.72,799$2.7B1.64%Share
21CENTRAL TRUST Co70,554$2.6B0.05%Share
22MARIPAU WEALTH MANAGEMENT LLC66,277$2.5B1.13%Share
23Regal Investment Advisors LLC55,852$2.1B0.12%Share
24TWO SIGMA INVESTMENTS, LP67,700$2.0B0.00%Share
25ONE PLUS ONE WEALTH MANAGEMENT, LLC42,252$1.6B0.72%Share
26TrueWealth Advisors, LLC38,019$1.4B0.36%Share
27Mendel Money Management35,364$1.3B0.55%Share
28Diversified Trust Co31,008$1.1B0.02%Share
29Atria Investments, Inc34,642$1.0B0.01%Share
30True Vision MN LLC21,308$789.0M0.40%Share
31Second Half Financial Partners, LLC18,125$671.0M0.30%Share
32GERBER, LLC16,327$604.0M0.34%Share
33VISIONARY HORIZONS, LLC14,822$548.0M0.28%Share
34Heritage Wealth Management, Inc.7,830$289.0M0.08%Share
35Renasant Bank7,103$263.0M0.18%Share
36OPTIMA CAPITAL LLC1,797$66.0M0.03%Share
37Corient Private Wealth LLC1,112,008$41.2M0.05%Share
38WHITTIER TRUST CO1,005$38.0M0.00%Share
39CHILTON CAPITAL MANAGEMENT LLC953$35.0M0.00%Share
40FIFTH THIRD BANCORP748$27.0M0.00%Share
41CENTRAL TRUST Co530$19.0M0.00%Share
42CREATIVE FINANCIAL DESIGNS INC /ADV329$12.0M0.00%Share
43Capital Investment Advisory Services, LLC249$9.0M0.00%Share
44SWS Partners237,460$8.8M2.12%Share
45UBS Group AG213$7.0M0.00%Share
46UBS Group AG180$6.0M0.00%Share
47LPL Financial LLC159,019$5.0M0.00%Share
48CoreCap Advisors, LLC147$5.0M0.00%Share
49Prime Capital Investment Advisors, LLC74,058$2.7M0.03%Share
50Independent Advisor Alliance37,965$1.4M0.00%Share

OSCV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202574$544.9B+36
Q3 202538$564.8B-21
Q2 202559$646.1B+5
Q1 202554$562.5B+13
Q4 202441$628.3B+10
Q3 202431$19.3T+5
Q2 202426$12.0T+1
Q1 202425$318.0T—

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As of Q4 2025, 50 institutional investors hold OSCV (Opus Small Cap Value ETF). The largest holder is Aptus Capital Advisors, LLC with $200.0B in shares. This quarter, 12 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own OSCV?

As of Q4 2025, 50 institutional investors report holding OSCV (Opus Small Cap Value ETF) in their 13F filings.

Who is the largest institutional holder of OSCV?

The largest institutional holder of OSCV is Aptus Capital Advisors, LLC with $200.0B in shares.

Is institutional ownership of OSCV increasing or decreasing?

This quarter, 12 institutions opened new positions in OSCV and 2 closed their positions.