Opus Small Cap Value Plus ETF (OSCV) Institutional Ownership $37.48 -0.21 (-0.56%) Closing price 08/15/2025Extended Trading$37.44 -0.04 (-0.11%) As of 08/15/2025 07:49 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Opus Small Cap Value Plus ETF (BATS:OSCV)Number ofInstitutional Buyers(last 12 months)10TotalInstitutional Inflows(last 12 months)$34.77MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$146.08K Get OSCV Insider Trade Alerts Want to know when executives and insiders are buying or selling Opus Small Cap Value Plus ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data OSCV Institutional Buying and Selling by Quarter Opus Small Cap Value Plus ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/12/2025 Maripau Wealth Management LLC58,493$2.13M1.1%-2.2%0.361% 8/12/2025 Waterloo Capital L.P.457,877$16.53M1.3%+14.7%2.826% 8/12/2025 JPMorgan Chase & Co.995$36K0.0%-49.0%0.006% 7/25/2025 Pandora Wealth Inc.74,366$2.69M1.7%-1.3%0.459% 7/17/2025 Park Place Capital Corp467,230$17.04M3.9%+7.3%2.884% 5/16/2025 Integrated Wealth Concepts LLC1,418,522$49.44M0.6%+43.3%9.332% 5/12/2025 Pandora Wealth Inc.75,364$2.63M1.7%N/A0.496% 4/29/2025 Heritage Wealth Management Inc.7,630$266K0.1%+15.1%0.051% 4/24/2025 Park Place Capital Corp435,496$15.18M4.1%+51.1%2.917% 2/13/2025 Waterloo Capital L.P.356,883$13.20M1.4%+3.3%4.042% Get the Latest News and Ratings for OSCV and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Opus Small Cap Value Plus ETF and its competitors with MarketBeat's FREE daily newsletter. 2/12/2025 JPMorgan Chase & Co.1,984$73K0.0%-28.0%0.022% 2/5/2025 Maripau Wealth Management LLC43,377$1.61M1.0%+121.1%0.491% 1/17/2025 Park Place Capital Corp288,169$10.66M3.0%+47.4%3.264% 1/10/2025Sugarloaf Wealth Management LLC759,689$28.10M4.8%+1.8%8.603% 1/10/2025 ORG Partners LLC212,329$7.85M1.1%+6.1%2.405% 12/26/2024 JPMorgan Chase & Co.2,756$103K0.0%+72.6%0.031% 10/30/2024 United Advisor Group LLC150,652$5.64M1.3%+18.5%1.706% 10/22/2024 Maripau Wealth Management LLC19,623$735K0.6%+85.9%0.222% 10/11/2024 ORG Partners LLC200,066$7.49M1.2%+3.7%2.266% 10/8/2024Sugarloaf Wealth Management LLC746,031$27.94M5.3%+1.3%8.449% 10/8/2024 Park Place Capital Corp195,502$7.32M2.1%+19.4%2.214% 8/12/2024 Waterloo Capital L.P.322,024$11.11M1.3%+3.1%3.647% 7/16/2024 ORG Partners LLC192,851$6.58M0.8%N/A2.184% 7/8/2024Sugarloaf Wealth Management LLC736,799$25.42M5.1%+0.7%8.344% 7/2/2024 Park Place Capital Corp163,674$5.65M1.8%+136.8%1.854% 4/23/2024Sugarloaf Wealth Management LLC731,624$26.31M5.0%+6.0%9.465% 4/18/2024 Park Place Capital Corp69,116$2.49M0.9%N/A0.894% 2/14/2024 Waterloo Capital L.P.272,185$9.14M1.5%+0.3%3.291% 1/29/2024 ORG Partners LLC182,031$6.11M1.0%+5,279.2%2.201% 1/10/2024Sugarloaf Wealth Management LLC690,200$23.17M5.1%-1.6%8.346% 11/13/2023Sugarloaf Wealth Management LLC701,272$21.27M4.8%-27.9%8.480% 11/3/2023 ORG Partners LLC3,384$103K0.0%N/A0.041% 10/17/2023 Avior Wealth Management LLC921$28K0.0%-68.8%0.011% 8/9/2023Spotlight Asset Group Inc.143,992$4.60M4.1%-1.4%1.741% 7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC2,952$94K0.0%-38.7%0.036% 7/18/2023 Virtue Capital Management LLC7,364$234K0.0%-4.7%0.090% 7/13/2023Sugarloaf Wealth Management LLC972,583$31.08M7.3%+6.3%11.890% 5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC4,814$150K0.0%N/A0.061% 4/26/2023Sugarloaf Wealth Management LLC914,768$28.49M7.0%+4.7%11.653% 2/10/2023 CoreCap Advisors LLC1,436$45K0.0%N/A0.000% Generate up to $5,000/month with 10X less money? (Ad)The secret to retiring without a million-dollar nest egg. I'm talking about generating enough monthly income to cover housing, healthcare, food, and fun... With a fraction of what you probably think you need.Here's the secret to retiring without a million-dollar nest egg →2/3/2023Sugarloaf Wealth Management LLC873,847$27.08M6.8%+42.1%0.000% (Data available from 1/1/2016 forward) OSCV Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of OSCV shares? During the previous two years, 11 institutional investors and hedge funds held shares of Opus Small Cap Value Plus ETF. The most heavily invested institutionals were Integrated Wealth Concepts LLC ($49.44M), Sugarloaf Wealth Management LLC ($28.10M), Park Place Capital Corp ($17.04M), Waterloo Capital L.P. ($16.53M), ORG Partners LLC ($7.85M), United Advisor Group LLC ($5.64M), and Pandora Wealth Inc. ($2.69M).Learn more on Opus Small Cap Value Plus ETF's institutional investors. Which institutional investors have been buying Opus Small Cap Value Plus ETF's stock? Of the 10 institutional investors that purchased Opus Small Cap Value Plus ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Park Place Capital Corp ($467.23K), Integrated Wealth Concepts LLC ($428.89K), ORG Partners LLC ($394.36K), Waterloo Capital L.P. ($80.57K), Pandora Wealth Inc. ($75.36K), Sugarloaf Wealth Management LLC ($69.49K), and Maripau Wealth Management LLC ($32.82K). How much institutional buying is happening at Opus Small Cap Value Plus ETF? Institutional investors have bought a total of 978,806 shares in the last 24 months. This purchase volume represents approximately $34.77M in transactions. Which of Opus Small Cap Value Plus ETF's major shareholders have been selling company stock? The following institutional investors have sold Opus Small Cap Value Plus ETF stock in the last 24 months: JPMorgan Chase & Co. ($1.73K), Maripau Wealth Management LLC ($1.31K), and Pandora Wealth Inc. ($998.00). How much institutional selling is happening at Opus Small Cap Value Plus ETF? Institutional investors have sold a total of 4,032 shares in the last 24 months. This volume of shares sold represents approximately $146.08K in transactions. Related Companies EES Institutional Ownership GSSC Institutional Ownership JSMD Institutional Ownership SMDV Institutional Ownership DWAS Institutional Ownership BBSC Institutional Ownership XSVM Institutional Ownership JHSC Institutional Ownership ISCG Institutional Ownership EWX Institutional Ownership This page (BATS:OSCV) was last updated on 8/16/2025 by MarketBeat.com Staff From Our PartnersGenerate up to $5,000/month with 10X less money?The secret to retiring without a million-dollar nest egg. 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