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Opus Small Cap Value Plus ETF (OSCV) Institutional Ownership

$35.42 -1.80 (-4.83%)
Closing price 05/29/2025 03:58 PM Eastern
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$35.51 +0.08 (+0.23%)
As of 05/29/2025 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Opus Small Cap Value Plus ETF (BATS:OSCV)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$41.93M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$28.48K
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OSCV Institutional Buying and Selling by Quarter

Opus Small Cap Value Plus ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
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, 14 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 ($15.18M), Waterloo Capital L.P. ($13.20M), ORG Partners LLC ($7.85M), United Advisor Group LLC ($5.64M), and Spotlight Asset Group Inc. ($4.60M).Learn more on OSCV's institutional investors.

Which institutional investors have been buying Opus Small Cap Value Plus ETF stock?

Of the 10 institutional investors that purchased Opus Small Cap Value Plus ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Park Place Capital Corp ($435.50K), Integrated Wealth Concepts LLC ($428.89K), ORG Partners LLC ($394.36K), Sugarloaf Wealth Management LLC ($127.30K), Pandora Wealth Inc. ($75.36K), Maripau Wealth Management LLC ($32.82K), and United Advisor Group LLC ($23.57K).

How much institutional buying is happening at Opus Small Cap Value Plus ETF?

Institutional investors have bought a total of 1,541,729 shares in the last 24 months. This purchase volume represents approximately $53.88M in transactions.

Which Opus Small Cap Value Plus ETF 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: Sugarloaf Wealth Management LLC ($282.38K), Spotlight Asset Group Inc. ($2.10K), Avior Wealth Management LLC ($2.03K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($1.86K), JPMorgan Chase & Co. ($772.00), and Virtue Capital Management LLC ($361.00).

How much institutional selling is happening at Opus Small Cap Value Plus ETF?

Institutional investors have sold a total of 289,504 shares in the last 24 months. This volume of shares sold represents approximately $8.83M in transactions.



This page (BATS:OSCV) was last updated on 5/30/2025 by MarketBeat.com Staff
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