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Opus Small Cap Value Plus ETF (OSCV) Institutional Ownership

$43.07 -0.17 (-0.39%)
As of 08/17/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Opus Small Cap Value Plus ETF (BATS:OSCV)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$11.21M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$538.64K
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OSCV Institutional Buying and Selling by Quarter

Opus Small Cap Value Plus ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/22/2026 Princeton Global Asset Management LLC3,539$140K0.0%+61.6%0.022%
2/17/2026 Advisory Services Network LLC193,676$7.17M0.1%+8.7%1.196%
2/10/2026 Waterloo Capital L.P.468,437$17.35M1.2%+3.4%2.892%
2/4/2026Pandora Wealth Inc.72,799$2.70M1.6%-1.0%0.449%
1/20/2026 Princeton Global Asset Management LLC2,190$81K0.0%N/A0.014%
1/9/2026 Park Place Capital Corp486,401$18.01M3.7%+2.1%3.002%
1/1/2026 JPMorgan Chase & Co.2,496$95K0.0%+150.9%0.015%
11/17/2025 Integrated Wealth Concepts LLC2,205,984$84.34M0.8%+12.0%13.617%
11/13/2025 BOKF NA2,732$104K0.0%-73.9%0.017%
11/13/2025 Parallel Advisors LLC1,941$74K0.0%+248.5%0.012%
11/7/2025 JPMorgan Chase & Co.2,496$95K0.0%+150.9%0.015%
11/5/2025 Waterloo Capital L.P.453,071$17.32M1.3%-1.0%2.797%
11/3/2025Pandora Wealth Inc.73,525$2.81M1.7%-1.1%0.454%
10/22/2025 Park Place Capital Corp476,452$18.22M3.8%+2.0%2.941%
8/12/2025 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%
7/25/2025Pandora 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%
5/16/2025Integrated 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%
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%
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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%


OSCV Institutional Ownership - Frequently Asked Questions

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 ($84.34M), Sugarloaf Wealth Management LLC ($28.10M), Park Place Capital Corp ($18.01M), Waterloo Capital L.P. ($17.35M), ORG Partners LLC ($7.85M), Advisory Services Network LLC ($7.17M), and United Advisor Group LLC ($5.64M).Learn more on Opus Small Cap Value Plus ETF's institutional investors.

Of the 13 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: Integrated Wealth Concepts LLC ($665.65K), Park Place Capital Corp ($322.73K), Waterloo Capital L.P. ($85.44K), Pandora Wealth Inc. ($75.36K), Maripau Wealth Management LLC ($32.82K), United Advisor Group LLC ($23.57K), and Sugarloaf Wealth Management LLC ($22.89K).

Institutional investors have bought a total of 294,705 shares in the last 24 months. This purchase volume represents approximately $11.21M in transactions.

The following institutional investors have sold Opus Small Cap Value Plus ETF stock in the last 24 months: BOKF NA ($7.75K), Waterloo Capital L.P. ($4.81K), and Pandora Wealth Inc. ($1.57K).

Institutional investors have sold a total of 14,124 shares in the last 24 months. This volume of shares sold represents approximately $538.64K in transactions.


Related Companies

Institutional ownership data for BATS:OSCV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 4/22/2026. New 13F filings are added each quarter as they're published.
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