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

$39.27+0.07 (+0.18%)Financial ServicesBATS

Institutional Holders

as of QNaN NaN

Total Institutional Value

$557.9T

% of Float Held

—

QoQ Change in Holders

+53 / -0

Price History

OSCV — Biggest Institutional Buyers This Quarter

Fund	Shares Added	Value	% of Portfolio
Aptus Capital Advisors, LLCNew	4.9M	$169.6T	100.00%
RAYMOND JAMES FINANCIAL INCNew	1.6M	$56.9T	21.43%
Diversified Enterprises, LLCNew	1.5M	$52.9T	4.45%
GUARDIAN WEALTH ADVISORS, LLC / NCNew	1.4M	$49.7T	3.97%
Integrated Wealth Concepts LLCNew	1.4M	$49.4T	100.00%
ENVESTNET ASSET MANAGEMENT INCNew	804K	$28.0T	9.03%
BROGAN FINANCIAL, INC.New	789K	$27.5T	13.36%
First Heartland Consultants, Inc.New	567K	$19.7T	2.04%
Second Line Capital, LLCNew	524K	$18.3T	4.70%
Park Place Capital CorpNew	435K	$15.2T	4.11%
KFG WEALTH MANAGEMENT, LLCNew	395K	$13.8T	2.50%
United Advisor Group, LLCNew	192K	$6.7T	1.37%
Advisory Services Network, LLCNew	166K	$5.8T	100.00%
MBE Wealth Management, LLCNew	159K	$5.6T	2.66%
LPL Financial LLCNew	151K	$5.2T	2.04%

Top Institutional Holders(QNaN NaN)

#	Fund	Shares	Value	% of Portfolio	QoQ Share Change
1	Aptus Capital Advisors, LLC	4,866,963	$169.6T	100.00%	New
2	RAYMOND JAMES FINANCIAL INC	1,633,913	$56.9T	21.43%	New
3	Diversified Enterprises, LLC	1,517,552	$52.9T	4.45%	New
4	GUARDIAN WEALTH ADVISORS, LLC / NC	1,426,037	$49.7T	3.97%	New
5	Integrated Wealth Concepts LLC	1,418,522	$49.4T	100.00%	New
6	ENVESTNET ASSET MANAGEMENT INC	803,628	$28.0T	9.03%	New
7	BROGAN FINANCIAL, INC.	789,284	$27.5T	13.36%	New
8	First Heartland Consultants, Inc.	566,643	$19.7T	2.04%	New
9	Second Line Capital, LLC	523,710	$18.3T	4.70%	New
10	Park Place Capital Corp	435,496	$15.2T	4.11%	New
11	KFG WEALTH MANAGEMENT, LLC	395,286	$13.8T	2.50%	New
12	United Advisor Group, LLC	192,309	$6.7T	1.37%	New
13	Advisory Services Network, LLC	165,600	$5.8T	100.00%	New
14	MBE Wealth Management, LLC	159,279	$5.6T	2.66%	New
15	LPL Financial LLC	150,579	$5.2T	2.04%	New
16	Renasant Bank	112,479	$3.9T	2.60%	New
17	Signal Advisors Wealth, LLC	111,769	$3.9T	0.38%	New
18	CENTRAL TRUST Co	111,627	$3.9T	0.10%	New
19	Financial Guidance Group, Inc.	76,178	$2.7T	1.43%	New
20	Pandora Wealth, Inc.	75,364	$2.6T	1.73%	New
21	Cushing Capital Partners, LLC	74,560	$2.6T	2.33%	New
22	MARIPAU WEALTH MANAGEMENT LLC	59,799	$2.1T	1.20%	New
23	TrueWealth Advisors, LLC	49,917	$1.7T	0.57%	New
24	Advisor Resource Council	48,097	$1.4T	0.11%	New
25	ONE PLUS ONE WEALTH MANAGEMENT, LLC	38,933	$1.4T	0.74%	New
26	TWO SIGMA INVESTMENTS, LP	30,600	$1.1T	2.28%	New
27	MERCER GLOBAL ADVISORS INC /ADV	29,325	$1.0T	2.34%	New
28	Atria Investments, Inc	27,846	$970.4B	12.44%	New
29	True Vision MN LLC	24,040	$837.8B	0.50%	New
30	Lord & Richards Wealth Management, LLC	21,094	$735.1B	0.83%	New
31	Retirement Planning Group, LLC	20,644	$719.4B	0.03%	New
32	Second Half Financial Partners, LLC	17,318	$603.5B	0.30%	New
33	SUSQUEHANNA INTERNATIONAL GROUP, LLP	14,201	$494.9B	0.08%	New
34	Brookwood Investment Group LLC	9,328	$325.1B	0.06%	New
35	BOKF, NA	7,751	$270.1B	4.78%	New
36	Heritage Wealth Management, Inc.	7,630	$265.9B	0.09%	New
37	WELLS FARGO & COMPANY/MN	876	$30.5B	0.01%	New
38	FIFTH THIRD BANCORP	748	$26.1B	0.10%	New
39	CREATIVE FINANCIAL DESIGNS INC /ADV	610	$21.3B	0.00%	New
40	MAI Capital Management	600	$20.9B	0.16%	New
41	Parallel Advisors, LLC	557	$19.4B	0.00%	New
42	HARBOUR INVESTMENTS, INC.	447	$15.6B	0.00%	New
43	Waterloo Capital, L.P.	399,070	$13.9B	0.00%	New
44	OSAIC HOLDINGS, INC.	350	$12.2B	0.03%	New
45	CoreCap Advisors, LLC	146	$5.1B	0.00%	New
46	SWS Partners	110,087	$4.1B	1.23%	New
47	UBS Group AG	57	$2.0B	0.00%	New
48	Concord Wealth Partners	26	$906.0M	0.00%	New
49	Kestra Advisory Services, LLC	20,994	$731.0M	0.00%	New
50	Safe Harbor Fiduciary, LLC	6	$209.0M	0.00%	New

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As of QNaN NaN, 53 institutional investors hold OSCV (Opus Small Cap Value ETF). The largest holder is Aptus Capital Advisors, LLC with $169.6T in shares. This quarter, 53 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own OSCV?

As of QNaN NaN, 53 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 $169.6T in shares.

Is institutional ownership of OSCV increasing or decreasing?

This quarter, 53 institutions opened new positions in OSCV and 0 closed their positions.