Opus Small Cap Value Plus ETF (OSCV) Institutional Ownership $36.99 -0.23 (-0.60%) As of 01:04 PM Eastern This is a fair market value 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)$38.67MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$28.48K 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 CompanyDetails5/16/2025Integrated Wealth Concepts LLC1,418,522$49.44M0.6%+43.3%9.332% 5/12/2025Pandora Wealth Inc.75,364$2.63M1.7%N/A0.496% 4/29/2025Heritage Wealth Management Inc.7,630$266K0.1%+15.1%0.051% 4/24/2025Park Place Capital Corp435,496$15.18M4.1%+51.1%2.917% 2/13/2025Waterloo Capital L.P.356,883$13.20M1.4%+3.3%4.042% 2/12/2025JPMorgan Chase & Co.1,984$73K0.0%-28.0%0.022% 2/5/2025Maripau Wealth Management LLC43,377$1.61M1.0%+121.1%0.491% 1/17/2025Park 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% 1/10/2025ORG Partners LLC212,329$7.85M1.1%+6.1%2.405% 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. 12/26/2024JPMorgan Chase & Co.2,756$103K0.0%+72.6%0.031% 10/30/2024United Advisor Group LLC150,652$5.64M1.3%+18.5%1.706% 10/22/2024Maripau Wealth Management LLC19,623$735K0.6%+85.9%0.222% 10/11/2024ORG Partners LLC200,066$7.49M1.2%+3.7%2.266% 10/8/2024Sugarloaf Wealth Management LLC746,031$27.94M5.3%+1.3%8.449% 10/8/2024Park Place Capital Corp195,502$7.32M2.1%+19.4%2.214% 8/12/2024Waterloo Capital L.P.322,024$11.11M1.3%+3.1%3.647% 7/16/2024ORG Partners LLC192,851$6.58M0.8%N/A2.184% 7/8/2024Sugarloaf Wealth Management LLC736,799$25.42M5.1%+0.7%8.344% 7/2/2024Park 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% 4/18/2024Park Place Capital Corp69,116$2.49M0.9%N/A0.894% 2/14/2024Waterloo Capital L.P.272,185$9.14M1.5%+0.3%3.291% 1/29/2024ORG 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% 11/3/2023ORG Partners LLC3,384$103K0.0%N/A0.041% 10/17/2023Avior Wealth Management LLC921$28K0.0%-68.8%0.011% 8/9/2023Spotlight Asset Group Inc.143,992$4.60M4.1%-1.4%1.741% 7/19/2023Nelson Van Denburg & Campbell Wealth Management Group LLC2,952$94K0.0%-38.7%0.036% 7/18/2023Virtue Capital Management LLC7,364$234K0.0%-4.7%0.090% 7/13/2023Sugarloaf Wealth Management LLC972,583$31.08M7.3%+6.3%11.890% 5/10/2023Nelson 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% 2/10/2023CoreCap 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 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 ($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 1,096,099 shares in the last 24 months. This purchase volume represents approximately $38.67M 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. ($772.00). How much institutional selling is happening at Opus Small Cap Value Plus ETF? Institutional investors have sold a total of 772 shares in the last 24 months. This volume of shares sold represents approximately $28.48K in transactions. 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